Read Rae insights alongside the dashboard and open a finding to inspect its evidence before acting.
Why this matters
A report answers a business question only when its date range, brand, filters, and measure are clear. Open the records behind an unexpected number before sharing or acting on it.
Before you start
Choose the date range and brand that match the question, and check your report access.
In Releventful
Click Dashboard and read Rae insights beside the report cards.
Click a finding to open its supporting report or record; ask Rae a narrower question if needed.
Confirm the date, brand and measure in the source report before acting.
How to make the most of this step
Select a date and brand on the dashboard before reading Rae's insight. Open the associated report or event to inspect the evidence. An insight is a prompt to investigate, not a substitute for checking the source records or the measure shown on the dashboard.
A useful decision
Dashboard cards summarize records using the selected scope. Use the full report and underlying event or invoice to understand a number or Rae finding before making a business decision.
Check the result
Open a source record when a figure is surprising. Save or export only after confirming the scope.
Important to know
Filters change which records appear. Revenue, invoice value, and money received may answer different questions even when their totals look similar.