Skip to main content
The reports you can open in Insights depend on your role, your plan, and which reports the LiftAI team has built for your account. This article explains what determines that, and how to read your list.
Insights is a consultant feature. If you don’t see Insights in the sidebar at all, your role or plan doesn’t include it yet. See Understand your role and what you can access.

​
What controls availability

Two things gate Insights:
  • Your role. Insights is available to consultants. Clients and service providers don’t see it.
  • Your plan. Insights is rolled out gradually and enabled per account, so it can be off even for a consultant until it’s turned on for your plan.
When both allow it, the reports themselves are the ones that have been built for your account.

​
See your reports

1

Open Insights

Select Insights from the sidebar. The report list shows every report available to you.
2

Read the details

Each row shows the report’s name, category, the date it was created, the portfolio it covers, and who requested it. Use the search box to find a report by name.
The reports in your list are the dashboards built for your account, so the exact set varies. Common ones cover maintenance performance and spending analysis; reports are added over time and may not be present on every account yet.

​
Don’t see a report you expect?