Org Insights

Capture a point-in-time snapshot of an org's configuration — metadata, automation, users, permissions, and activity — as a reviewable report.

Observe > Org Insights captures a snapshot report of a registered org's configuration and lets you review it in place: what the org contains, how much automation it carries, who can do what, and what has been active. Use it to understand an unfamiliar org, to compare an org against expectations before a release, or as a periodic configuration record.

An org insight report — the Overview section, with the report's other sections as tabs.

Capturing a report

Pick the org and click Request report. The capture runs in the background against the org — collecting metadata counts, automation, users, permissions, and activity — and the report appears when it completes. History lists the recent capture runs with their status, so you can tell a fresh report from an old one; only one capture runs per org at a time.

Reports are point-in-time: nothing is collected on a schedule, so the report reflects the org at the moment you requested it. Request a new one whenever you need the current state.

What the report covers

Section	Contents
Overview	The org at a glance — object, automation, and code counters, and the split of automation types.
Code & Automation	Apex classes and triggers, flows, and per-object automation.
Data Model	Fields per object and field utilization.
Access & Activity	Users, permissions, connected apps, and logins.
Content & Packages	Installed packages and content.
Security & Governance	Security posture and pending release updates.

Sharing and exporting

Share copies a link that opens Org Insights with the same org preselected. Export prints or saves the report — the report is self-contained, so the exported copy reads the same as the page.