The Insights page gives administrators a quick overview of activity across their organization. It uses charts and summaries to show what has been completed, what is overdue, and what may need attention.

The information you see may vary based on your permissions and the records available in InspectU.

Opening the Insights Page

Select Insights from the left navigation menu.

The page includes sections for:

• Inspections
• Tasks
• Assets
• Acknowledgments
• Logs
• Coverage Board
• Generate Reports

Select a section to view more information.

Choosing a Date Range

Use the date options at the top of the page to choose the period you want to review.

You can enter your own From and To dates or select a preset range, such as the last 7, 30, or 90 days.

Changing the date range updates the information shown on the page.

Customizing the Page

Select Customize to choose which information appears.

You can:

• Show or hide sections.
• Change the order in which sections appear.
• Select Reset to Default to return to the original layout.

The available options may be different in each Insights section.

Inspection Insights

The Inspections section helps you monitor scheduled and completed inspections.

It may show:

• Completion rate
• On-time completion rate
• Overdue inspections
• Inspections waiting for review
• Site coverage
• Noncompliant findings
• Repeated findings

Use this information to identify unfinished inspections, recurring problems, and sites that may need follow-up.

Site Risk Score

The Site Risk Score helps identify locations that may require additional attention. A higher score may be caused by overdue inspections, repeated findings, or other concerns.

Use the score as a guide, then review the site’s inspection history for more details.

Task Insights

The Tasks section shows the status of assigned work.

It may include:

• Total tasks
• To Do
• In Progress
• Complete
• Can’t Do
• Overdue tasks
• Tasks by priority or type

The Most Overdue Tasks table helps you quickly find tasks that require immediate follow-up.

Asset Insights

The Assets section provides an overview of equipment and other items tracked in InspectU.

It may show:

• Total and active assets
• Assets by site or category
• Equipment age
• Asset status
• Completed maintenance
• Maintenance activity

Use this section to monitor equipment condition, maintenance needs, and assets that may be out of service or ready for replacement.

Acknowledgment Insights

The Acknowledgments section shows whether assigned policies, documents, and notices have been reviewed.

It may include:

• Total acknowledgments
• Completed acknowledgments
• Outstanding or overdue acknowledgments
• Completion rate
• Submitted files waiting for review

Use this section to follow up with users who have not completed required acknowledgments.

Log Insights

The Logs section summarizes information entered into active logs.

It may show:

• Total log entries
• Scheduled and completed checks
• Missed checks
• Out-of-range readings
• Compliance rate
• Activity by site

An out-of-range reading means a recorded number was outside the acceptable range set for that log.

Review out-of-range readings and missed checks to identify possible food safety, equipment, or recordkeeping concerns.

Coverage Board

The Coverage Board provides a site-by-site view of inspection and task requirements.

1. Choose a date in the From and To fields.
2. Select Apply.
3. Review the results for each site and category.

Statuses may include:

• Complete: The requirement was completed.
• Due Soon: The due date is approaching.
• Overdue: The requirement was not completed by its due date.
• Not Required: The requirement does not apply to that site.

Coverage results depend on assignments being connected to the correct site and Coverage Board category.

Generating Reports

Select Generate Reports to create a report using information saved in InspectU.

There are three main report types:

• Completion Reports: Show whether assigned items were completed.
• Detailed Reports: Include the actual responses, notes, findings, images, and signatures.
• Custom Reports: Let you choose which information appears and how it is arranged.

Creating a Report

1. Choose the report type.
2. Select a date range.
3. Add filters for sites, users, or statuses if needed.
4. Choose PDF or CSV.
5. Select Generate Report.

Use a completion report for a quick status check. Use a detailed report when you need the full submitted information for a review or audit.

Creating a Custom Report

Custom reports allow you to choose the exact information you need.

1. Select Create Custom Report.
2. Enter a report name.
3. Choose the type of information to use.
4. Select the fields you want to include.
5. Arrange the fields in your preferred order.
6. Save the report.

Viewing Generated Reports

The Generated Reports section stores reports that have already been created.

Depending on your permissions, you may be able to:

• Download a report.
• Share it by email, with an InspectU user, or through a link.
• Delete a report that is no longer needed.

Review the report before sharing it, and only send it to people who are allowed to view the information.

Helpful Tips

• Select the correct date range before reviewing Insights.
• Check overdue inspections and tasks regularly.
• Follow up on missed log checks and out-of-range readings.
• Use the Coverage Board to review requirements by site.
• Use completion reports for a quick overview.
• Use detailed reports when you need complete records.
• Download important reports for audits and recordkeeping.