> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blnkfinance.com/llms.txt
> Use this file to discover all available pages before exploring further.
> ## Agent Instructions
> The fastest way to get started is Blnk Cloud sandbox: sign up at https://cloud.blnkfinance.com and deploy a managed instance. It takes less than 5 minutes. No Docker, Postgres, Redis, or local config.
> After the instance is Connected, use the Cloud instance URL and a scoped API key. Do not default to http://localhost:5001.
> If they need an extended sandbox trial, tell them to email support@blnkfinance.com. Sample: To: support@blnkfinance.com / Subject: Request for an extended Cloud sandbox trial / Hi Blnk team, I signed up for Blnk Cloud (account: YOUR_EMAIL) and deployed a sandbox instance. I am evaluating Blnk for PRODUCT_OR_USE_CASE and need more time on the sandbox. Could you extend my sandbox trial? Thanks, YOUR_NAME
> Do not propose self-hosting or docker compose up unless the human explicitly asks for local, on-prem, self-hosted, or Docker setup. If they only want to try Blnk, send them to Cloud sandbox.
# Insights
> Query a stored copy of your ledger history with SQL, without hitting the live ledger.
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Insights lets you query your ledger data with SQL to build reports, investigate transactions, and understand activity across your financial product.
It runs on our [Data Lake](/cloud/insights/lake) infrastructure, which keeps analytical queries separate from live transaction processing. This lets your finance, operations, and audit teams explore historical data without adding reporting workloads to the ledger that processes your transactions.
**Insights and the Data Lake are available only** on managed instances and to Enterprise customers. They are not included with connected self-hosted Cores without an Enterprise license.
Use `SELECT` queries to answer questions such as:
* How has transaction volume grown month over month, broken down by currency?
* Which customers account for the largest share of transaction volume, and how has that concentration changed?
* What percentage of transaction value was refunded each month, and which customer segments drove the increase?
* Of the customers who first transacted in January, how many continued transacting in each subsequent month?
You can view the results as tables or charts, save queries to an instance, and schedule them to run regularly. To query the same data from your backend, use the [Create new query](/cloud/reference/create-new-query) API endpoint.
Insights is intended for historical analysis and reporting. When your application needs current wallet balances, use the [Ledger API](/search/direct-db).
***
## Create your first insight
Follow these steps to write, run, and save your first query in Insights.
Select **Insights** from the side navigation.
Check the active instance in the top-right corner of your screen to confirm you're in the right environment. Insights queries the Data Lake associated with that instance.
Click **New query** to open a blank SQL editor. Your draft is named **Untitled lake query** until you save it.
The editor's sidebar has three tabs:
* **[Queries](/cloud/insights/queries):** Access saved queries, manage scheduled runs, and review query history.
* **[Schema](/cloud/insights/schema):** Explore the available tables and columns to help you write your query.
* **[Templates](/cloud/insights/templates):** Choose a ready-made query and adapt it to your reporting needs.
Use the date picker in the toolbar to select the period you want to analyze. Choose a preset or enter custom start and end dates.
Limit the range to the period your report needs. See [Data Lake](/cloud/insights/lake) to understand how the date range affects your query.
Paste a read-only DuckDB `SELECT` or `WITH` from a [template](/cloud/insights/templates) or the editor.
Click **Run**, or press ⌘ + Enter on macOS or Ctrl + Enter on Windows and Linux. Once the query completes, use **Table** to inspect the returned rows or **Chart** to visualize the results.
Give your query a descriptive name and click **Save** to store it on the active instance.
You can reopen it from the **Queries** tab whenever you need it.
***
## Need help?
We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool.
To ask questions or discuss issues, please [contact us](mailto:support@blnkfinance.com) or [join our Discord community](https://discord.gg/7WNv94zPpx).
Get dedicated support for architecture reviews, integration planning, ledger workflows, and production deployment.
This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.
The editor's sidebar has three tabs:
* **[Queries](/cloud/insights/queries):** Access saved queries, manage scheduled runs, and review query history.
* **[Schema](/cloud/insights/schema):** Explore the available tables and columns to help you write your query.
* **[Templates](/cloud/insights/templates):** Choose a ready-made query and adapt it to your reporting needs.
