Analyze Reports with Einstein Discovery for Reports

Einstein Discovery for Reports (previously known as Einstein Data Insights) scans your report data - quickly and thoroughly - using artificial intelligence and comprehensive statistical analysis. Einstein Discovery for Reports goes deep into the report data, explores underlying patterns, identifies insights, and surfaces those insights with charts and explanations that are easy to understand. Einstein Discovery for Reports works with Tabular and Summary reports.

Required Editions

Available in Lightning Experience

Available in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

Note: Einstein Discovery for Reports requires the CRM Analytics Plus license, which is available for an extra cost.

Note

Einstein Data Insights has a new name. Say “Hello,” to Einstein Discovery for Reports. Everything about how it works stays the same—plus we've added the ability to compare analyses between report runs.
Einstein Discovery for Reports produces descriptive insights for report data in Tabular and Summary reports. To make predictions and improvements, or to analyze CRM Analytics datasets, see https://help.salesforce.com/s/articleView?id=analytics.bi_edd.htm&language=en_US.

Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.

Set Up Einstein Discovery for Reports
Einstein Discovery for Reports is available after you enable CRM Analytics and assign the Can Run Einstein Discovery for Reports permission to users. Can Run Einstein Discovery for Reports is included with several standard permission sets, which come with various Salesforce licenses. Or you can assign the permission to users individually.
Analyze Report Data
Let Einstein Discovery for Reports augment your report with AI and comprehensive statistical analysis to produce Einstein Discovery-powered insights into your data. Einstein does the analytic heavy lifting for you. Your efforts aren’t required to group report data, or summarize it, or chart it (unless you really want to).
Report Tips for Einstein Discovery for Reports
Consider these tips to optimize your report analysis. To learn more, see Einstein Discovery for Reports: Limits and Allocations.
Einstein Discovery for Reports: Limits and Allocations
Learn about the limits, allocations, and considerations for Einstein Discovery for Reports.
Monitor Usage Statistics for Einstein Discovery for Reports
Einstein Discovery for Reports monitors usage statistics in real time. You can view the usage statistics in your org.