# Overview

With the QuickInsight Basic plan, you can access zip-code-level census data and a QuickInsight Premium Demo page.

To access the QuickInsight Basic dashboard, in the left-side navigation panel, click Applications > Basic.

To quickly navigate to a specific report, use the navigation buttons.

Navigation button strip

# Filtering Customer Data

QuickInsight offers filtering by customer list. By default, all data is included in the report, Select all is checked on the right of the Select list(s) drop-down.

The selected lists are displayed under the Select list(s) drop-down.

To remove a filter, click X on the filter under the Select list(s) drop-down.

Screen capture of the QuickInsight Premium filters

To filter the report data:

  1. Click the Select list(s) drop-down.
  2. Select the customer lists for which you want to view data.

The reports are filtered automatically.

Screen capture of the QuickInsight Premium filters with a subset of customer lists selected

# Viewing Customer Data by State

To view the data by state, click the Geography navigation button or scroll down to the Geography report.

Screen capture of the QuickInsight Basic dashboard

The Top 5 State chart shows the data for the five states with the highest numbers of customer records.

To drill down into the customer data by state, use the interactive map of the United States. The states are clickable and color-coded to show where you have high and low customer numbers.

To zoom in and out, use the The plus and minus buttons to zoom in and out. buttons in the upper-left corner of the map, or hover your mouse over the map and use the scroll wheel.

To see the exact count in each state, hover your mouse over the map.

To see customer statistics by county, click a state on the map.

# Downloading Chart Data

To download the data for one of the reports, use the three-bar menu in the top-right corner of the chart card.

The three-bar menu in the top-right corner of a chart

To download the dashboard charts as images:

  1. Click the three-bar menu in the top-right of the chart.
  2. Select the image format or PDF.

To download the chart's data as a spreadsheet:

  1. Click the three-bar menu in the top-right of the chart.
  2. Select the XLS or CSV file format.