Insights Dashboard

The Insights Dashboard feature provides a highly configurable way to visualize and analyze your operational and tenant engagement data. Whether you are tracking daily incidents, monitoring visitor traffic, or analyzing labor operations, Insights enables you to create custom dashboards (Boards) filled with tailored visualizations (Cards) to inform data-driven decisions.

Dashboards are organized into Boards and Cards.

• A Board is a page that holds a collection of visualizations. 
• A Card is a single chart, table, or metric placed on a Board.

In this article, we will review: 

• Access & Permissions
• Supported Data Types
• Creating a Board
• Adding and Arranging Cards
• Configuring a Card
• Drilling Down Into Data
• Editing and Deleting a Card

Access & Permissions:

Insights Dashboards are available to the following roles:

• Building Admins (BA)

• Building Managers (BM)

• Engineering Managers (EM)

Supported Data Types

Currently, we support reporting and visualizations for the following areas:

• Event RSVPs

• Incidents

• Inspections

• Labor

• Preventive Maintenance 

• Reservations

• Travel

• Users

• Visitors

• Work Orders

Creating a Board

1. Select Insights on the sidebar, then click New Board.
2. Choose whether the Board should be Private (visible only to you) or shared with your team.
3. When creating a new Board, users can start from a blank layout or choose a template. 
   1. If creating a Blank board, choose Blank Board.
   2. If starting from a template, select one:
      1. Building Operations – includes Work Orders by Issue Type, Work Order Response Times, Open Work Orders by Site, PM Completion Rate, and Open Inspections by Site.
      2. Tenant Engagement – includes Users by Tenant, Popular Events, Event Activity by Tenant, and Reservations by Amenity.
4. Enter a Name and optional Description for the Board. Click Create.

Adding and Arranging Cards

Cards are added to a Board using the Add Card to Row control at the bottom of the Board, or the plus icon at the end of an existing row. Each row can hold up to four Cards. Cards in a row automatically divide the available width evenly. 

Configuring a Card

When adding or editing a Card, users can set the following options:

• Card Type: Column, Bar, Pie, Table, or KPI.

• Name: an optional title displayed at the top of the Card.

Data Type: the category of data to visualize, chosen from the supported data types (Event RSVPs, Incidents, Inspections, Labor, Preventive Maintenance, Reservations, Travel, Users, Visitors, Work Orders). Please note: When you select Data Type, the Metric will adjust   

• Metric: the value to measure, such as Count or Hours Logged. Available Metrics depend on the Data Type selected.

• Time Window: presets of 12 months, 6 months, 3 months, 1 month, or month-to-date, or a custom date range. In the image below, a Custom date range was selected and you will need to select the start and end time

• Applied To: the date field the Time Window is measured against (for example, Opened At, Due At, or Completed At). Available options depend on the Data Type selected. 

  

• Trend Over Time: optionally plot the metric over time using Year, Month, Week, or Day buckets. Only available for Column and Table cards.

• Breakdown: the field used to group the data (for example, Site or Status). Not available for KPI cards. 

  

• Filters: narrow the data shown on the Card. Available filters depend on the Data Type selected (for example, Inspections can be filtered by Name, Assigned To, Status, Building, Region, or Groups).

  

• Preview: a live chart preview updates as options are changed, so you can see the result before creating the Card.

Drilling Down Into Data

• On supported chart Cards, clicking a chart segment where it says Click to Drill Down (such as a bar or pie slice) opens the underlying records in a filtered table view, carrying over any filters, time window, and grouping that were applied to the chart.

• You can easily print an entire Board or individual Cards directly from the dashboard view or on each card with the printer icon.

Editing and Deleting a Card

• Hover over a card to find the Pencil icon to edit and the Trash icon to delete.