---
title: "Understanding RI Core Visuals"
slug: "understanding-ri-core-visuals"
updated: 2026-07-21T15:02:20Z
published: 2026-07-21T15:02:20Z
canonical: "docs.interprose.com/understanding-ri-core-visuals"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding RI Core Visuals

RI Core Visuals are prebuilt RI Visuals included with ACE. They provide standardized operational, financial, and performance reporting without requiring users to create custom RI Visuals.

Like all RI Visuals, RI Core Visuals use the Rainmaker Insights reporting engine and can be run, previewed, and exported. Unlike custom RI Visuals, RI Core Visual cannot be modified directly.

## Locating RI Core Visuals

RI Core Visuals are organized within the Core folder in RI Visuals.

To locate an RI Core Visual:

1. Go to Reports → RI Visuals.
2. Expand the Core folder.
3. Expand the appropriate category folder.
4. Select the RI Core Visual you want to view.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-20 113258.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A56Z&se=2026-10-31T14%3A36%3A56Z&sr=c&sp=r&sig=HMy68f1ehrT892w4%2BeJS6boEi%2FXFeZfOi5nJWTgNdGM%3D)

Image displays the Core folder expanded to show the available RI Core Visual Categories

## RI Core Visual Categories

RI Core Visuals are organized into folders based on the type of information they provide.

| Category | Description |
| --- | --- |
| **Accounting** | Financial reporting, including invoices, payments, balances, and other accounting information. |
| **Agents** | Reports that measure agent productivity, activity, goals, and performance. |
| **Clients** | Reports used to review client account information and collection activity. |
| **Company** | Organization-wide operational and performance reporting. |
| **Salesperson** | Reports related to salesperson activity and performance. |
| **Worklist Summary** | Reports that summarize worklist activity and account distribution. |

## Identifying an RI Core Visual

Each RI Core Visual includes information that helps identify its purpose and configuration.

The Visual list displays each RI Core Visual's:

- Label
- Identifier

When an RI Core Visual is opened, the Visual Details section displays:

- Label
- Identifier
- Description
- Scope
- Role
- Folder
- Core Visual indicator

In addition to the Core Visual indicator, a notification banner appears at the top of the page stating that the RI Core Visual cannot be modified directly and must be cloned before changes can be made.

The Description summarizes the purpose of the Visual and the information it provides.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-20 114425.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A56Z&se=2026-10-31T14%3A36%3A56Z&sr=c&sp=r&sig=HMy68f1ehrT892w4%2BeJS6boEi%2FXFeZfOi5nJWTgNdGM%3D)

Image displays the Core Visual notification and the Visual Details section for an RI Core Visual.

## Modifying an RI Core Visual

Although you can run an RI Core Visual, preview results, and export data, the RI Core Visual cannot be modified directly.

When you open an RI Core Visual in the Visual editor, a notification indicates that the Visual cannot be modified and must be cloned before changes can be made.

To customize an RI Core Visual:

1. Clone the RI Core Visual.
2. Edit the cloned copy.
3. Save the cloned Visual.

The cloned Visual becomes a standard RI Visual that can be edited, shared, and added to RI Boards.

For more information, see [Editing an RI Visual](/v1/docs/editing-an-ri-visual).

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-07-21 082027.png?sv=2026-02-06&spr=https&st=2026-10-31T13%3A36%3A56Z&se=2026-10-31T14%3A36%3A56Z&sr=c&sp=r&sig=HMy68f1ehrT892w4%2BeJS6boEi%2FXFeZfOi5nJWTgNdGM%3D)

Image displays Clone button in an RI Visual

## RI Core Visuals vs. Custom RI Visuals

Although both use the Rainmaker Insights reporting engine, they serve different purposes.

| RI Core Visuals | Custom RI Visuals |
| --- | --- |
| Included with ACE | Created by users |
| Standardized reporting | Custom reporting |
| The Visual cannot be modified directly | The Visual can be modified |
| Can be cloned to create an editable copy | Can be edited, cloned, shared, and reused |
| Stored in the **Core** folder | Stored in user-defined folders |

## Best Practices

When working with RI Core Visuals:

- Review the Description to understand the purpose of the Visual before running it.
- Use RI Core Visuals whenever they meet your reporting needs.
- Clone an RI Core Visual to create a customized version while preserving the original.
- Create a custom RI Visual when your reporting requirements cannot be met by an RI Core Visual.

## Related Articles

[About Rainmaker Insights](/v1/docs/about-rainmaker-insights-ri)

[Understanding RI Visuals](/v1/docs/understanding-ri-visuals)

[Creating an RI Visual](/v1/docs/creating-an-ri-visual)

[Editing an RI Visual](/v1/docs/editing-an-ri-visual)

[Understanding RI Boards](/v1/docs/understanding-ri-boards)