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.

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, you 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.

Printing Boards and Cards

You can print an entire Board from the dashboard view, or print an individual Card using the printer icon on that Card.

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, you 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). Changing the Data Type updates the available Metrics.

• 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. If you choose a custom date range, select the start and end dates, as shown in the image below.

• 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. Not available for KPI cards.

  

  • Primary Breakdown: the main field used to group the data (for example, Site, Status, or Issue Type). Available fields depend on the Data Type selected; for example, Reservations can be broken down by Building. See Breakdowns and Filters by Data Type below for the full list.
  • Secondary Breakdown (optional): a second field that splits each primary group into segments, available on Column, Bar, and Table cards. For example, a Work Order Count card broken down by Issue Type and then by Tenant shows each Issue Type’s bar divided into colored segments, one per Tenant. On charts, segments appear stacked in distinct colors, with a legend identifying each value.
  • Secondary Dimension Cap: when the Secondary Breakdown has more values than the cap (7 by default), only the top values are shown individually. Values are ranked by their total contribution to the card’s metric across the full time window, and the rest are combined into an Other segment. Use the – and + controls to adjust how many values are shown.

• Sort Order: for Bar and Table cards, choose how data is ordered — Top (Highest), Bottom (Lowest), or Alphabetical. Top (Highest) is the default. Switching to Bottom (Lowest) is a fast way to surface outliers — for example, the sites with the fewest billables, technicians missing logged labor, or PM types falling behind.

• 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, and Visitors can be filtered by Floor or Building). Some filters, such as Floor and Building, use a searchable drop-down, so you can type to find a value. See Breakdowns and Filters by Data Type below for the full list.

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

Breakdowns and Filters by Data Type

The table below lists the Metrics, Breakdowns, and Filters available for each Data Type. 

Notes:

• Escalated (Work Orders) is based on your escalation configuration settings.
• Corrective (Work Orders) identifies Work Orders created from a Preventive Maintenance task
• *Estimated vs Actual Hours (Preventive Maintenance) is only available when the Metric is set to Labor Logged.
• Filters such as Building, Floor, Labor Rate, and Work Type use a searchable drop-down, so you can type to find a value.
• Breakdowns: Floor, Suite, Escalated, and Corrective.
  • Escalated is based on your escalation configuration settings.
  • Corrective identifies Work Orders created from a Preventive Maintenance task or an Inspection.
• Filters (searchable drop-down): Building, Escalated, and Corrective.

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.
• On Cards with a Secondary Breakdown, clicking a segment filters the records by both the primary and secondary values (for example, Plumbing work orders for a specific Tenant). Clicking an Other segment opens the records for all the values grouped into Other.

Editing and Deleting a Card

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

Viewing Boards at the Network Level

• If you have access to a network, you can view all site boards associated with it in one place.

• Navigate to the network, then select Insights from the sidebar. A drop-down menu will display all available boards — choose the one you'd like to view, and it will load automatically.