Overview

QuickInsight Premium enriches your customer data with census data at the household level. This data is summarized in the charts on the Premium dashboard and can be downloaded.

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

Enriching Customer Data

With Premium, household-level enrichment is not automatic. This gives you control over your enrichment spend.

To enrich your customer data with household-level demographics:

1. In the left-side navigation panel, click Applications > Premium.
2. In the upper-right of the Premium page, click Enrich Customers.
3. On the Data Enrichment Report page, review the number of records not enriched and the cost estimate to enrich them. To see the rate schedule, click .
4. Click Enrich Customers.

Filtering Customer Data

QuickInsight offers filtering by customer lists. 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.

To filter the report data:

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

The reports are filtered automatically.

Downloading Enriched Data

To download chart data, use the three-bar menu in the upper-right corner of a chart card.

To download the dashboard charts as images:

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