Insights shows your team’s work in one place: visits, reports and trends over time.
On the web
- Open Insights in the sidebar.
- Use the tabs:
- Dashboard: an overview of activity.
- Saved reports: reports you or your team saved.
- Builder: build your own report.
- Set the Time range: Last 7 days, Last 30 days, Season to date or Custom.
- Select New report to start one. Use Edit dashboards to change what the dashboard shows.
Ideas for using it
- Compare the last 7 days with the last 30 days to see whether visits are keeping pace.
- Save a report you check every Monday under Saved reports, so you do not build it again.
- For places that have gone 90 days without a visit, use the Needs a visit tab on Places.
Good to know
-
Use Custom in Time range to pick exact dates.
-
To get a summary by email on a schedule, use Settings, Scheduled reports.
-
For the readings behind your reports, use Metrics, which exports to CSV or Excel.
Still need help?
Write to the PropelMapper team or book a call, and a person who builds the product will answer.