The Insights page is your reporting and analytics hub. It gives you a real time view of inspection activity, tasks, assets, acknowledgments, and site coverage, and it is where you generate and export reports for your team or for compliance documentation.

Getting There

Click Insights from the left-hand navigation menu to access this page.

What You Can Do on the Insights Page

• View real time summaries of inspection, task, asset, and acknowledgment activity
• Identify pending, overdue, and non-compliant items at a glance
• Track completion, on-time performance, and site coverage across your district
• Spot risk areas through failure categories, repeat issues, and site risk scoring
• Generate and export reports for inspections, tasks, and acknowledgments

How the Page Is Organized

Insights is split into six tabs across the top:

1. Inspections
2. Tasks
3. Assets
4. Acknowledgments
5. Coverage Board
6. Generate Reports

Each tab opens its own set of summary cards and charts. Select a tab to switch views.

Filters (Shared Across Tabs)

Most tabs share the same filter bar near the top:

• District: Choose the organization or district you want to view.
• From / To: Set a custom start and end date for the data.
• Group by: Choose how trend data is grouped, such as by month.
• Quick ranges: Jump to Last 7 days, Last 30 days, Last 90 days, Last 6 months, or Last year with one click.

Changing a filter updates every card and chart on the active tab.

1. Inspections

This tab summarizes inspection performance for the selected district and date range.

Summary Cards

• Completion Rate: Share of assigned inspections that have been approved during the selected period.
• On-Time Rate: Share of completed inspections that were approved on or before their due date.
• Overdue: Inspections that are assigned but not yet approved, and whose due date has passed.
• Pending Review: Submitted inspections waiting for a reviewer to approve them.
• Site Coverage: Share of eligible sites that have at least one completed inspection in the selected period.
• Recurring Overdue: Recurring inspection schedules that have generated an inspection now past its due date.
• Non-Compliant Rate: Share of submitted inspections that contain at least one non-compliant finding.
• Avg Findings / Inspection: Average number of non-compliant findings per inspection that had at least one finding.

Charts and Tables

• Completion Trend: Shows how inspection completion changes over time across the selected range.
• Overdue Aging: Groups overdue inspections by how long they have been past due, such as 1 to 7 days, 8 to 30 days, and 30+ days.
• Status Breakdown: A breakdown of all inspections by status, such as Assigned, Approved, In Review, In Progress, and Overdue.
• Top Sites by Overdue: A table ranking sites by their overdue counts, with assigned, completed, overdue, and completion rate columns.
• Top Failure Categories: Highlights the inspection categories generating the most non-compliant findings.
• Repeat Issues: Flags site and category combinations that have shown findings across multiple months, helping you catch recurring problems.
• Site Risk Score: A weighted score that ranks sites by risk. It combines overdue inspections, findings, open corrective actions, and overdue tasks so you can prioritize attention.
• Coverage Board: A per-period summary of completed inspections and tasks for each site.

2. Tasks

This tab summarizes task activity, including corrective actions and maintenance work.

Summary Cards

• Open Tasks: Tasks currently assigned and not yet submitted.
• Overdue Tasks: Tasks that are past their due date and have not been submitted.
• Corrective Closure: Share of corrective actions that have been closed and approved out of the total corrective actions.
• Avg Days to Close: Average number of days taken to close and approve tasks.
• Corrective Actions: Tasks created from non-compliant inspection findings.
• Corrective Closed: Corrective actions that have been completed and approved.
• Maintenance Tasks: Tasks categorized as maintenance work.
• Completed (Total): Total tasks approved during the selected period.
• Pending Maintenance: Maintenance tasks that have not yet been completed.
• Past-Due Corrective: Corrective actions that are past their due date.
• Avg Maintenance Time: Average number of days taken to close maintenance tasks.

Charts

• Closure Trend: Shows how tasks are being closed over time.
• By Priority: Breaks tasks down by priority level.
• Status Breakdown: Shows the distribution of tasks across their statuses.

3. Assets

This tab tracks the equipment and assets recorded for the selected district.

Summary Cards

• Total Assets: Total number of assets being tracked.
• Active: Assets currently in service, shown against the number out of service.
• Avg Asset Age: Average age of assets calculated from their purchase date.
• Maintenance (Period): Number of maintenance logs recorded within the selected range.
• Linked to Inspections: Share of assets connected to at least one inspection.

Charts and Tables

• Maintenance Trend: Shows maintenance activity over time.
• Assets by Category (Top 10): Counts assets across your top categories.
• Status Breakdown: Splits assets into Active, Out of Service, and Retired.
• Assets by Category (table): Lists each category with totals for active, out of service, and retired assets, plus average age.

4. Acknowledgments

This tab tracks acknowledgment items assigned to staff, such as policy or document sign-offs.

Summary Cards

• Total Assigned: Total acknowledgment items assigned during the period.
• Submitted: Acknowledgments that have been submitted by staff.
• Approved: Acknowledgments that have been reviewed and approved.
• Completion Rate: Share of assigned acknowledgments that have been approved.
• Overdue: Acknowledgments past their due date that have not been approved.
• On-Time Rate: Share of completed acknowledgments that were approved on or before their due date.
• Avg Days to Ack: Average number of days taken to acknowledge an item.

Charts

• Completion Trend: Shows acknowledgment completion over time.
• By Site, Approved vs. Overdue: Compares approved and overdue acknowledgments across sites.

5. Coverage Board

The Coverage Board gives you a grid view of inspection coverage by site and category, so you can see at a glance where each location stands.

How to Read It

• Organization: Select the organization or district to view its sites.
• Sites: Each row is a site, listed down the left side.
• Categories: Each column is a board category, such as Kitchen & Food Prep, Dry & Cold Storage, Warewashing / Dish Room, and Sanitation & Pest Control.
• Status cells: Each cell shows the coverage status for that site and category.

Status Legend

• Complete: Coverage requirement met for the period.
• Due Soon: Coverage is approaching its due date.
• Overdue: Coverage requirement is past due.
• Not Required: No coverage is required for that site and category in the period.

Manage Categories

Use the Manage Categories button to add, edit, or organize the board categories that appear as columns.

6. Generate Reports

This tab is where you build and export reports. Use the sub-tabs to choose what you are reporting on:

• Inspections
• Tasks
• Acknowledgments

Select a Report Type

After choosing a sub-tab, select a report type:

• Completion Report: A high-level summary of completion status. Use this to track progress, completion rates, and overall performance across sites or time periods. You can filter by date, status, or site, and export as PDF or CSV.
• Detailed Report: An in-depth view that includes question-level data. Use this when you need to review specific responses, compliance details, or audit information. You can apply filters and view results directly in the platform.
• Custom Report: A report you can tailor and save. Choose the data to include and reuse it anytime with refreshed data. This is useful for recurring reporting and specific compliance needs.

Tasks Reports

For tasks, you can generate a Tasks Completion Report, which provides a summary of task completion and is available as a PDF export.

Exporting

Reports can be exported as PDF or CSV for analysis, sharing, or compliance documentation.

Tips for New Users

• Use the summary cards to quickly spot what needs attention.
• Check the Site Risk Score and Repeat Issues to prioritize problem sites.
• Use the Coverage Board for a quick, color-coded view of where coverage stands.
• Use Completion Reports for high-level tracking and Detailed Reports for audits and deeper analysis.
• Create Custom Reports for recurring reporting needs.
• Adjust the date range and district filters to focus on exactly the period and location you need.