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.
- Choose Inspector
- Choose Date Range
- Click Generate Report
CRL Usage
List of CRLs created by Address, Inspector, Date Created, and Created By.
- Choose a Date Range
- Click Inspector List to choose Inspectors
- Click Generate Report