---
title: "Frappe Insights"
space: "Cloud"
url: "https://docs.frappe.io/cloud/frappe-insights"
updated: "2026-04-29"
---


> [Frappe Insights](https://frappe.io/insights) is an easy-to-use, open-source business intelligence tool designed to help businesses make the most of their data.
> 
> 


> For simplicity, we have used **test.com** as the site name in the documentation. Please replace it with your actual site name.
> 
> 

First Scenario
--------------

Insights is installed in same site and you haven't configured anything.

1. Go to insights setup page > <https://test.com/insights/setup>

![Screenshot 2025-01-31 at 1.08.30 PM](/files/Screenshot 2025-01-31 at 1.08.30 PM.png "Screenshot 2025-01-31 at 1.08.30 PM.png")
2. Click on the first option **Connect to your ERPNext Site**.
3. Choose a title for your data source. It can be anything you prefer, then continue.

![Screenshot 2025-01-31 at 12.55.02 PM](/files/Screenshot 2025-01-31 at 12.55.02 PM.png "Screenshot 2025-01-31 at 12.55.02 PM.png")
4. This may take a few minutes. Once it's complete, you will be redirected to insight's dashboard.
5. Open Data Sources and you will be able to see you database's tables.

![Screenshot 2025-01-31 at 12.57.00 PM](/files/Screenshot 2025-01-31 at 12.57.00 PM.png "Screenshot 2025-01-31 at 12.57.00 PM.png")
6. Now you can write query, reports. For more details, check the documentation <https://docs.frappe.io/insights/introduction> .

Second Scenario
---------------

Insights is installed in different site and you need to connect with that.

1. You need to first generate a database user for your site. Follow this [documentation](https://frappecloud.com/docs/database-users-and-permission-manager) to create a read-only user.

  


Typically, it takes a few seconds to configure the database user. Once it's complete, click on **View Credential**

![Screenshot 2025-01-31 at 1.15.44 PM](/files/Screenshot 2025-01-31 at 1.15.44 PM.png "Screenshot 2025-01-31 at 1.15.44 PM.png")
2. Go to insights setup page > <https://test.com/insights/setup>

![Screenshot 2025-01-31 at 1.08.45 PM](/files/Screenshot 2025-01-31 at 1.08.45 PM.png "Screenshot 2025-01-31 at 1.08.45 PM.png")  


**Note :** If you have already completed setup and this page is not appearing to you, go to <https://test.com/insights> and click on **Connect Data Source**.
3. Click on **MariaDB** and continue.
4. Fill in the required information and make sure to check the **Use SSL** checkbox.

![Screenshot 2025-01-31 at 1.26.50 PM](/files/Screenshot 2025-01-31 at 1.26.50 PM.png "Screenshot 2025-01-31 at 1.26.50 PM.png")
5. Click on **Connect**
6. Once connection verified, click on **Continue** button.
7. This may take a few minutes. Once it's complete, you will be redirected to insights dashboard.
8. Open Data Sources and you will be able to see you database's tables.

![Screenshot 2025-01-31 at 12.57.00 PM](/files/Screenshot 2025-01-31 at 12.57.00 PM.png "Screenshot 2025-01-31 at 12.57.00 PM.png")
9. Now you can write query, reports. For more details, check the documentation <https://docs.frappe.io/insights/introduction> .