How to Run and Read Reports in Vision Dashboard

TABLE OF CONTENTS

• Introduction
• Billable Inspections
• Inspection Report
• Image Report
• Agent Activity
• Custom Reports

Introduction

Reporting is built into the Vision Dashboard. It is available for members with Administrator or Agent - Reports role access to the Vision Dashboard. This section can be found by clicking the graph icon on the lefthand sidebar inside the Dashboard.

There are 4 default reports built into the Dashboard: Billable Inspections, Inspection Report, Image Report, and Agent Activity. All should be visible in their respective tabs when clicking into the Report section of the Dashboard.

Billable Inspections

• Shows how many inspections were billable over a period of time
• Available Controls: Start Date, End Date, Teams, Agents
• Changing the Start Date and End Date will help you select the period of time you want to assess
• Choosing which Teams and/or Agents you want to selectively look at will further filter the data

Inspection Report

• Shows details on all inspections within a specified timeframe
• It provides information on the recipient, as well as statistics on a number of items related to the inspection.
• Controls: Start Date, End Date, Teams, Agents
• Changing the Start Date and End Date will help you select the period of time you want to assess
• Choosing which Teams and/or Agents you want to selectively look at will filter the data

Image Report

• Shows sum of all images captured, as well as sum of all billable events; also includes metadata for all images
• Controls: Start Date, End Date, Event ID, Teams, Agents, Is Deleted (Yes/No/Select All)
• Changing the Start Date and End Date will help you select the period of time you want to assess
• Choosing which Teams and/or Agents you want to selectively look at will filter the data
• Is Deleted will help filter out deleted images, if relevant to your desired reporting

Agent Activity

• Shows information on how many inspections each agent or team has created, as well as the last date/time they created an inspection
• Controls: Start Date, End Date, Teams, Agents
• Changing the Start Date and End Date will help you select the period of time you want to assess
• Choosing which Teams and/or Agents you want to selectively look at will filter the data

Custom Reports

If you are in need of a custom report set up, please contact your Customer Success Manager to discuss this possibility.