Out-of-the-box dashboards
Item & property-level analytics
Photo reporting & drill down
Multiple data visualizations
No SQL experience required
Real-time database connection
Schedule, share & export reports
Interactive drill downs & pivot tables
"Our office uses Insights every day. Executives love the automatic daily report feature as it keeps the team up to date on portfolio inspections and top issues, essential for meeting company compliance goals and informing ongoing budget decisions."
Dan Regan • Director of Collections,
Mark Taylor
"With the level of control and customization in Insights, I’ve been able to easily create custom dashboards that perfectly fit Mark-Taylor’s needs."
Dan Regan • Director of Collections,
Mark Taylor
"The report visualizations certainly make it a lot faster to interpret the data, but we’re also learning a lot about our business by having access to all the raw data in ways we’ve not previously had."
Dan Regan • Director of Collections,
Mark Taylor
Most BI solutions sit on the shelf waiting for data analysts to build dashboards. But Happy Insights delivers with industry-leading dashboards for instant analysis.
Operations Snapshot
Monitor operations with live snapshots for inspections completed, items rated, and photos uploaded month-to-date against monthly averages to quickly gauge portfolio compliance.
Damages Counts
In the Multifamily Operations dashboard, total items damaged by month, property, and type are visualized in approachable bar graphs, so you can easily pinpoint problem items and properties at a glance and drill into the details.
Charges Dashboard
Review charges across your portfolio instantly, identify specific properties with higher or lower recovery for charges overall or by item, and get instant insights into average charges per inspection, month, property, and item. Drill, filter, and explore the data easily from here.
Usage & Adoption
As you onboard properties, monitor adoption progress instantly in this dashboard with per property activity metrics including number of inspections performed, unfinished, and reports missing, so you can better manage your teams and ensure compliance.
Item Analysis
Get instant intelligence on items across your portfolio for better forecasting and budgeting, from condition analysis pie and bar charts (% and # of good, repair, replace by item) to drill-in photo reporting, and more.
Scoring Dashboard
Scoring data is instantly calculated across the portfolio, giving you metrics on average inspection score for the period, and bar charts provide average score by month, property, section, and item. Drill into the details, and filter by date, inspection template type, and more.
Operations Snapshot
Monitor operations with live snapshots for inspections completed, items rated, and photos uploaded month-to-date against monthly averages to quickly gauge portfolio compliance.
Damages Counts
In the Multifamily Operations dashboard, total items damaged by month, property, and type are visualized in approachable bar graphs, so you can easily pinpoint problem items and properties at a glance and drill into the details.
Charges Dashboard
Review charges across your portfolio instantly, identify specific properties with higher or lower recovery for charges overall or by item, and get instant insights into average charges per inspection, month, property, and item. Drill, filter, and explore the data easily from here.
Usage & Adoption
As you onboard properties, monitor adoption progress instantly in this dashboard with per property activity metrics including number of inspections performed, unfinished, and reports missing, so you can better manage your teams and ensure compliance.
Item Analysis
Get instant intelligence on items across your portfolio for better forecasting and budgeting, from condition analysis pie and bar charts (% and # of good, repair, replace by item) to drill-in photo reporting, and more.
Scoring Dashboard
Scoring data is instantly calculated across the portfolio, giving you metrics on average inspection score for the period, and bar charts provide average score by month, property, section, and item. Drill into the details, and filter by date, inspection template type, and more.
Inspections without photographs aren’t nearly as valuable as inspections with accompanying visual documentation, as any premises liability lawyer will tell you. And property, unit and item conditions data without accompanying photo data is equally less powerful. But with Insights, you can add photo data into any reports, giving you the power of onsite visibility without onsite visits. Tabular reports show photo thumbnails, and in a click you can drill into the photo at full resolution.
With Item Analysis, an Insights out-of-box dashboard, get instant intelligence on items across your portfolio, from water heaters to flooring, for better forecasting.
The Item Location pie chart displays where items are located; for example percent of flooring in the kitchen, living room, bathroom, aggregated across the portfolio in one simple pie chart.
See how many items have been inspected that month, for example number of HVACs. Filter by specific property, section or item’s condition rating.
The Item/Rating pie chart displays the item’s various conditions across your portfolio by percentage; showing the percent rated "good," "repair," "replace," and "needs attention."
By month, this stacked chart captures the total number of items inspected by condition rating.
The Item/Rating Pivot table displays the item’s various conditions across your portfolio by total number; showing the number rated "good," "repair," "replace," and "needs attention."
Insights delivers unparalleled flexible access to your data with a real-time database connection for blazingly fast data exploration for optimal operations.
Explore optimizes data discovery with advanced filtering built in and Measures precalculated — like average and median charges, so you can identify trends and drill to unearth details.
Filter your data by date range, property, inspection item and more. Flexible filtering options require no SQL knowledge, and Insights auto populates possible data selections as you type.
With Pivot options built into Explore, you can instantly aggregate and group multiple data points by property, item, and rating to identify what is driving portfolio or regional trends.
Smart Drill Into options on dashboard reports let you jump into the data details and focus on specific variables such as unit, property, rating condition, or time period — all in a click.
Schedule dashboards or reports to share with your team on any cadence you choose. Various export formats ensure easy consumption regardless of device.
Schedule a dashboard or individual report to be emailed to your team on a regular cadence or send ad hoc. It’s just a few clicks to set up, and you can easily send yourself a test first.
Dashboards and individual reports can be exported and sent in multiple formats for easy consumption — from PDF, embedded data visualization, CSV, XLSX, HTML, JSON and more.
S3 and SFTP push is available for IT managers to upload reports to their own servers.
Are You Ready to Supercharge Your Operations?