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.
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.
Next steps
- Filter a dashboard to scope a report, when the dashboard includes its own filter controls.
- Which reports are available to me to understand what your plan and role include.
- Maintenance performance for how maintenance is tracked across tickets.