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Set Up Data Insights Ingestion

Set up a data insights ingestion pipeline directly from the Collate UI.

Install Data Insight

  1. Click the Profile icon and navigate to Settings > Applications. Applications
  2. Click Add Apps. Add Apps
  3. Select the Data Insights application. Data Insights Application
  4. Install the Data Insights application. Install Data Insights
  5. Click Configure to adjust the batch size and other settings according to your specific requirements, then click Submit. Schedule Data Insights
  6. Choose a schedule execution time for your workflow. The schedule time is displayed in UTC.
    Tip: Collate recommends running this workflow overnight or when platform activity is at its lowest to ensure accurate data. It runs daily.
    Set Up Data Insights Ingestion Schedule
  7. Click Submit to complete the installation.

Run Data Insights Pipeline

After installation, the Data Insights application appears on the Applications page. To run the data insights pipeline, follow these steps:
  1. Click the Data Insights application.
  2. Click Run now to set up the ingestion pipeline. Run the Data Insights Pipeline

Manage Data Insights

  • To modify the data insights schedule, follow these steps:
    1. Click the Data Insights application.
    2. Click Edit and modify the schedule. Edit Data Insight Schedule
  • To update configuration details, follow these steps:
    1. Click the Data Insights application.
    2. Select the Configuration tab and update the configuration details. Reconfigure Data Insights
    3. Click Save.
  • To view the recently run data insights details, click the Recent Runs tab. Recent Runs of the Data Insights Pipeline
Navigate to the Insights page. You should see your Data Insights Reports.
Note: If you have just deployed Collate, App Analytics data might not be present. App Analytics data is fetched from the previous day (UTC).

Key Performance Indicators (KPI)

Define the KPIs and set goals for documentation and ownership.