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Insights is where you view interactive analytics dashboards for your portfolio. Use this article to open Insights and load a report.
Insights is a consultant feature, and it’s rolled out gradually. If you don’t see Insights in the sidebar, your role or your plan doesn’t include it yet. To ask about access, see Get help.

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Open a report

1

Go to Insights

Select Insights from the sidebar. You’ll see a table of the reports available to you, each with a name, category, and the date it was created.
2

Open a report

Select a report name in the table. The report opens in a panel on the right, alongside the report list.
3

Wait for it to load

The dashboard loads in place. While it’s loading you’ll see a placeholder; the charts appear once the data is ready.
To go back to the full list, select the close (X) control at the top of the report panel.
The reports available to you depend on your account. They typically cover metrics like maintenance performance, response times, and service-provider performance across your portfolio.

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Next steps