The Insight view automatically calculates, aggregates, and analyzes data from your task list without manual grouping or calculations. It turns your project tasks into a dataset, making it easy to track workload, progress, and custom metrics.

The Insight view is only available in the **Professional**, **Premium**, **Enterprise** plans. More information can be found on our [pricing page](/content/pricing/index.html).

## How It Works

By default, Insight groups data by **members**, but you can toggle both default and custom fields to generate different views of your project data without exporting or manual calculations.

## Create an Insight

1. Click the **\+ icon** at the top of your project.
2. Select **Add insight**.
    
3. Enter a name for the Insight tab.
4. Select a permission to determine who can access this insight tab.

## Toggle Fields

When an Insight is created, it starts with default fields grouped by members. You can toggle **default fields** or **custom fields** created in Table view.

Click **\+ Add a field** to include more data in your Insight.

## Insight Fields

In the **Professional** subscription plan, you can add three insight fields for each project. Upgrade your subscription plan to add more fields. More information can be found on our [pricing page](/content/pricing/index.html).

1. Click **+Add a field**.
    
2. Select **\+ Add a new insight field**.
    
3. Enter a field name and choose the **Insight type**.

## Insight Types

### Formula

Formula Insights calculate new values based on existing task fields. You can reference fields by name and apply basic or advanced calculations.

Learn more about [Quire formulas](/content/guide/quire-formula-explained/index.html).

### Lookup

Lookup Insights search within a dataset and return matching values. They are ideal for large projects where you need automated data retrieval and calculations.

## Edit Insight Fields

### Edit a Field

1. Click the **field name** at the top of the Insight.
2. Select **Edit field**.

### Delete a Field

1. Click the **field name** at the top of the Insight.
2. Select **Delete field**.

## Sort and Calculate

### Sort

1. Click the **field name** at the top of the Insight.
2. Select **Sort**.

### Calculate

1. Click the **field name** at the top of the Insight.
2. Select **Calculate**.

## Manage Insights

### Edit Details

1. Right-click the **Insight tab**.
2. Select **Edit details**.

### Manage Fields

1. Right-click the **Insight tab**.
2. Select **Edit insight fields**.

### Delete

1. Right-click the **Insight tab**.
2. Select **Delete**.

## Export and Print

### Export to CSV

1. Click the **More Options icon** in the upper-right corner.
2. Select **Export CSV**.

### Print

1. Click the **More Options icon** in the upper-right corner.
2. Select **Print**.

### Frequently Asked Questions

#### What plan do I need to use Insight in Quire?

Available on Professional, Premium, and Enterprise plans. The Professional plan allows up to three insight fields per project.

#### What is the difference between a Formula Insight and a Lookup Insight in Quire?

Formula Insights calculate new values from existing task fields. Lookup Insights search a dataset and return matching values, best for large projects needing automated data retrieval.

#### How do I create an Insight in Quire?

Click the **\+ icon** at the top of your project, select **Add insight**, enter a name, choose a permission, and click **Create**.

#### How do I add a custom field to a Quire Insight?

Click **\+ Add a field**, select **\+ Add a new insight field**, enter a name, and choose **Formula** or **Lookup** as the insight type.

#### How do I sort or calculate values in a Quire Insight?

Click the field name at the top of the Insight and select **Sort** to order results, or **Calculate** to apply aggregate calculations to that column.

#### How do I edit or delete an Insight field in Quire?

Click the field name at the top of the Insight and select **Edit field** or **Delete field**.

#### How do I export a Quire Insight to CSV?

Click the **More Options icon** in the upper-right corner and select **Export CSV**. Select **Print** from the same menu to print instead.