Get Insights Report
get_insights_reportQuery account journey insights with filtering, sorting, and pagination.
USE FOR: Filtering/searching multiple accounts, bulk analysis, trends, building segments. DO NOT USE FOR: Single account lookup (use get_account_summary_insights).
TO CREATE AUDIENCE: 1) create_segment with criteria, 2) create_audience_from_segment.
CRITERIA BUILDING:
Use search_insights_criteria_fields to discover fields
Build criteria: {"operator": "AND|OR", "match": [{field, operator, type, value}, ...]}
Or use get_segment_criteria to get saved segment's criteria
OPERATORS: EQUALS, NOT_EQUAL, LIKE, NOT_LIKE, IN, NOT_IN, GREATER_THAN, GREATER_OR_EQUAL, LESS_THAN, LESS_OR_EQUAL, IN_THE_LAST, NOT_IN_THE_LAST, BETWEEN, IN_THE_NEXT
BOOLEAN FIELDS: Use without operator: {"field":"IN_CRM","operator":null,"type":"BOOLEAN","value":false}
SORT OPTIONS: timeInJourney, revenue, oppCreatedAmount, highIntentDetails, engagementScoreClassificationDelta, engagementScoreClassification, inCrm, lastTouchDate (default), totalTouches, pageViews, sessions, uniqueVisitors, companyName. Append ,desc or ,asc.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | 0-based page number. | |
| sort | No | Sort format: field,direction. Default: lastTouchDate,desc | lastTouchDate,desc |
| endDate | No | ISO 8601 format or null. | |
| criteria | No | Criteria object: {"operator":"AND","match":[{field,operator,type,value}]}. Use get_segment_criteria for saved segments. | |
| startDate | No | ISO 8601 format or null. E.g., '2025-01-01T00:00:00.000Z' | |
| accountName | No | Filter by account/company name. |