What does "Generate insights" do, and why do some tabs need it?

Some Insights tabs are ready the moment a project has data, and some have to be built first. Generate insights is what builds the second group.

Which tabs need Generate insights?

The heavier, computed views. When you first open Insights on a new project, these are behind the Generate Insights button:

• Income, monthly income trends

• Merchants, money in and money out grouped by business

• Anomalies, outliers, round numbers, and weekend activity

• Checks, payees, sequence gaps, and check totals

The same pass also builds the duplicate transactions list, which is not a tab. You open it from the project's Actions menu, under Possible duplicates.

These need a full pass over the project's transactions, so CounselPro waits for you to ask before running it. Click Generate Insights and it builds the dashboard in the background, which takes a moment. You can leave the tab and come back.

Which tabs are ready without it?

The ones that read straight from data you already have: Coverage, Categories, and Reconciliation. Those show up right away, no generation step.

Once insights are built, you do not usually have to run them again by hand. See when insights update after you add statements. To get the same answers by asking instead of browsing, use Daystrom.