Running the Insite Trends Report

Once you’ve successfully accessed the Insite Trend Report, you’ll be able to run the data collected from Insite+ survey responses through a series of custom parameters to get a better understanding of your performance in that particular part of the resident lifecycle. These include: 

Date Picker 

The Date Picker allows you to analyze data within a specific window of time. To input your desired time frame, click the dropdown box that reads “Yearly” near the upper righthand corner of the page. You’ll then be given the option of viewing the change in your Survey Performance in a Yearly, Quarterly, or Monthly context. Once you’ve selected the appropriate one, you’ll want to click into the second dropdown box in this part of the page. Use this box to select a specific endpoint for the report. 

Filters

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 through which you’d like to run your Insite Trend report, click the “Add Filter” button in the upper righthand corner of the page. 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-hand 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 Date or Filter changes to actually affect your Insite Trend report, you must always hit the blue “Run” button in the upper righthand corner of the page.