Skip to main content

​
Overview

Only users on the Pro plan can create insights.
Main insight builder interface showing all the creation steps Creating an insight lets you generate custom visualizations based on your ledger data. Use insights to answer questions like:
  • What day of the week has the highest transaction volume?
  • How much revenue is generated per currency?
  • What is the total amount being held for customers today?
To create a new insight, click Create Insight in the top-right corner of the Insights page or press ⌥ + R (Alt + I for Windows).

​
Step 1: General information

Start by giving your insight context:
  • Title — a short, clear name (e.g., “Monthly transaction volume”).
  • Description (optional) — explain what this insight shows so others can understand its purpose.

​
Step 2: Select visualization

Choose how you want to display the data:
  • Bar chart, line chart, area chart for graphical representation.
  • Table view or text display for showing raw numbers.
  • Map view for location-based data.

​
Step 3: Choose a data source

Decide which dataset the insight will pull from:
  • Transactions — your transaction records and activities.
  • Balances — balances in your ledger that hold value.
  • Identities — individuals or organizations in your ledger.
  • Anomalies — events flagged by Blnk’s monitoring engine.

​
Step 4: Customize data

Refine the dataset to show only what you need:
1

Data field

Select the field you want to analyze. This determines the specific question your insight will answer.For example: You want to know the total transaction amount deposited in the last 30 days, your data field would be amount.However, if you want to know the number of transactions deposited in the last 30 days, your data field would be transaction_id.
2

Measure

This determines how the system calculates your data field.
  • Count occurrences — number of times a value appears.
  • Sum of amount — total of all values (for numbers only).
E.g., For total transaction amount, you would use sum of amount. But for number of transactions, you would use count occurrences.
3

Group by

This breaks down the results into categories. This is best used for charts visualization.For example: You want to know the total transaction amount deposited in the last 30 days, you would group by created_at.You can go further and add a status group to see the total transaction amount for each status.
4

Filter by

Apply filters to narrow down your results in your visualization.For example: You want to know the total transaction amount deposited in the last 30 days, you would filter by created_at between the last 30 days.You can go further and add a status filter to see only transactions that are APPLIED or INFLIGHT.

​
Need help?

If you’re having trouble with Blnk Cloud, don’t hesitate to send us a message via email at support@blnkfinance.com or send us a message here.