Adding Filters to the Insite Reports

Filters give you the freedom to study your survey responses collectively, by team or region (as set up by your Account Manager), and all the way down to the individual community level.

To select which filters you’d like to run your Insite report through, click the “Filter”  button above the right of the “Overall Performance” table. You will then be taken to the “Communities” pop-up window, from which you can check off the teams or communities you’d like to include in your next report.

Since some property managers are responsible for tending to several different communities, this pop-up window has been equipped with a couple of handy features to make tracking them down individually as easy as possible. For instance, the search bar that runs along the top can be used to quickly locate a community hidden inside a larger team or regional grouping. Similarly, the “Collapse/Expand All” button in the window’s bottom-left corner gives you a complete view of each team and community associated with your company.

Regardless of what you check or uncheck inside this window, you’ll want to remember to always hit the “Apply” button in the box’s bottom right corner whenever you’re finished. If you close out of the pop-up without hitting Apply, none of your new selections will be saved.

Keep in mind that in order for any Filter changes to actually affect your Insite report, you must always hit the blue “Run” button above the right of the “Overall Performance” table.