Analytics allows you to pull together data from your inspections, team members, and clients, helping you better understand account activity, performance, and trends.
Please note: Analytics is part of the Dashboard Pro pack.
What Can You Use Analytics For?
The Analytics Dashboard helps you:
Review inspection activity
Analyse team performance
Understand client-related data
Filter information based on specific criteria
Save reports for future reference
This is useful if you need a clearer overview of how your account is being used, where work is being completed, and how your teams or clients are performing.
Where to Find Analytics
You can access Analytics from the following areas of your online dashboard:
Inspections
Team
Clients
To access Analytics:
Open one of the relevant tabs, such as Inspections, Team, or Clients
Click Analytics
This will open the Analytics Dashboard.
Using the Analytics Dashboard
Once you are in the Analytics Dashboard, select the type of data you want to review.
Inspections
Team members
Clients
Use the filter options on the left-hand side to choose the specific data you want to include in your report.
For example, you may want to filter by:
Date range
Inspection type
Inspection status
Team member
Client
Property-related information
The available filters may vary depending on the data you are reviewing.
Running an Analytics Query
To generate your analytics data:
Select the Analytics area you want to review
Apply the relevant filters using the filter panel on the left-hand side
Click Run Query
Inventory Base will then generate the results based on the filters selected.
Saving Analytics as a Report
Once your results have been generated, you can save them as a report for future use.
To save your results:
Run your query
Review the data returned
Click Save as Report
Name your Report
This allows you to return to the same report later without rebuilding it from scratch.
Viewing Saved Reports
Saved reports can be found from within the Analytics Dashboard.
To view them:
Open the Analytics Dashboard
Click the Saved Reports tab
Select the report you want to review
Configuring Analytics Columns
You can choose which columns appear in your Analytics results by using the Configure Columns option.
This allows you to customise the information shown in your Analytics table, so you only see the columns that are most relevant to the report you are running.
To configure your columns:
Go to the Analytics Dashboard.
Select the relevant Analytics area, such as Inspections, Clerks, or Clients.
Apply your filters and run your query, if required.
Click Configure Columns in the top-right corner of the page.
Use the On/Off toggles to choose which columns should be shown or hidden.
Click Save to apply your changes.
ℹ️ Important Info
The available column options will depend on the Analytics area you are viewing. For example, Inspection Analytics may include columns such as Type, Location, Client, Actions, Clerk, Completed Date, Completed In, and Inspection Status.
Once saved, the Analytics table will update to show only the selected columns.
Best Practice
To get the most useful results from Analytics:
Be specific with your filters
Use date ranges to narrow down your data
Save commonly used reports
Review saved reports regularly to track trends over time
Use Analytics to support internal reporting and account reviews
Important to Know
Analytics is only available as part of the Dashboard Pro pack
The data shown will depend on your account setup and permissions
Saved reports help you quickly access frequently used data views
Filter options may differ depending on whether you are viewing Inspection, Team, or Client analytics
FAQs
Why can’t I see a column in my Analytics results?
Why can’t I see a column in my Analytics results?
If a column is not appearing in your Analytics table, it may have been switched off in the column settings.
To check this:
Click Configure Columns.
Find the column you want to display.
Switch the column to On.
Click Save.
The column should then appear in your Analytics results.