The Insights page provides a centralized view of your inspection activity and allows you to generate reports for inspections, checklists, and tasks. It helps you monitor performance, identify issues, and export data for review and compliance.

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 summary of inspection activity
• Identify pending, overdue, and non-compliant items
• Access filtered views directly from summary cards
• Generate reports for inspections, checklists, and tasks
• Export reports as PDF or CSV for analysis and sharing

Summary Stat Cards

At the top of the page, you’ll see summary cards that display key metrics such as:

• Pending Review
• Assigned
• Overdue
• Completed
• Draft
• Non-Compliant Questions

Each card includes a “See all” option that takes you to a filtered list of items, allowing you to quickly review and take action.

Reports Builder

Below the summary cards is the Reports Builder, where you can generate reports based on your needs. You can switch between Inspections, Checklists, and Tasks.

Types of Reports

Completion Report

Provides 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 the report as a PDF or CSV.

Detailed Report

Provides a more in-depth view of inspections, including detailed data at the question level.
Use this when you need to review specific responses, compliance details, or audit information.
You can apply filters and view results directly within the platform.

Custom Report

Allows you to create and save reports tailored to your needs.
You can choose the type of data to include and reuse the report anytime with updated data.
This is useful for recurring reporting and specific compliance requirements.

Tasks Reports

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

Tips for New Users

• Use summary cards to quickly identify what needs attention
• Use Completion Reports for high-level tracking
• Use Detailed Reports for audits and deeper analysis
• Create Custom Reports for recurring reporting needs
• Export reports to share with your team or for compliance documentation