If you're looking to view or export a list of appointments, invoices, and reports on the Inspector Dashboard, use Business Insights. This feature retrieves data from uploaded reports and appointments. Keep in mind that if you don't use appointments or inspection services on the dashboard, you won't be able to collect information based on those fields. To learn how to run Report Stats on your software using locally saved reports on your computer, check out Desktop Report Writer: Business Report and Report Stats.

Accessing Business Insights

Login to your Inspector Dashboard
Click Business Insights to drop down options covered below

By Revenue

The information for these reports comes from the Payments feature. The dates used in these reports are based on the created date of the invoice.

Revenue per Month

This report provides a breakdown of paid invoices by month. Payment is reflected as paid on the date invoiced, not the date paid.

Choose a Date Range
Click Generate Report
Results will be listed based on the Date Range

Revenue per Service

Most used services and total revenue over a specified time period.

Choose Date Range
Click Generate Report
Results will be listed based on the Date Range

By Inspections

Information from these insights is based on information entered when scheduling appointments.

Appointments per Month by Inspector

The number of appointments assigned to inspectors is broken down by month.

Choose Inspector
Choose Date Range
Click Generate Report
Results will be listed based on Date Range
Click Download Appointment List CSV for full list of appointment information about ID, Report ID, Time, Address, City, State, Postal Code, County, Country, Referral, Year Built, Square Footage, Bedrooms, Full Baths, Half Baths, Services, Services Fees, Invoice Total, Inspector, Customer Information, and Realtor Information.

Lead Sources

Most used lead sources for appointments over a specified date range.

Choose Date Range
Click Generate Report

Distance Traveled per Month

Total distance traveled per month, shortest distance, longest distance, average distance.

Choose a Date Range
Click Generate Report

Uploaded Reports per Month

Uploaded documents per month and inspector

Choose Inspector
Choose Date Range
Click Generate Report

Uploaded Inspections Per City
Uploaded documents uploaded per city over a specified date rage.

Choose Inspector
Choose Date Range
Click Generate Report

Uploaded Reports per Zip / Postal Code
Uploaded documents per zip / postal code over a specified date range.

Choose Inspector
Choose Date Range
Click Generate Report

By REP / Customer

Best used to pull a list of Customers and Realtors and their contact information based on the number of uploaded documents they were attached to for a given date range.