Insights Basic Overview: What is Insights ? What does it do? Which are the main components of Insights?

From check-in until service completion, all customer data and service experience events are timestamped and stored. Administrators and Managers can view real-time metrics for live location activity and generate ad-hoc reports to analyze trends and verify that performance goals are achieved using Insights.

To begin, click on the Insights tab. Here, you’ll be able to see all of your created reports.

The main three components of each Insight are:

1. Input Data Fields: These fields define the data you want displayed in the final Insight Report.
   Note: At least one data field must be selected in order to create or run an Insight.
2. Filters: Filters define the granularity of the report. You can choose to view data from all locations or narrow it down by specific locations, tags, services, or time frames.
   Note: If no filters are selected, Qtrac defaults to displaying data from all locations, all tags, all services, and only for today.
3. Executed Insight Report: This section displays the selected fields and applied filters.

Note: The order of columns and grouping within the executed Insight can be customized. For more details, see these articles: Order of Columns, Grouping of Data Fields.

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.