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Subscribing to Insight's dashboards

What you'll learn

In this guide you'll learn:

  • How to subscribe to a dashboard
  • How to choose when reports are sent
  • How to apply filters before creating a subscription
  • Best practices for scheduling reports

Why subscribe to dashboards?

Dashboard subscriptions allow you to receive regular updates without needing to log in to expansive insights.

Subscriptions can be used to:

  • Share operational reports with your team
  • Review contractor performance each week
  • Receive monthly compliance summaries
  • Support management and board reporting

Reports can be sent automatically on a schedule, helping keep stakeholders informed with the latest data.

Creating a dashboard subscription

To subscribe to a dashboard:

  1. Open the dashboard you'd like to subscribe to.
  2. Select Subscriptions under the three dots.
  3. Choose who should receive the report.
  4. Select how often it should be sent.
  5. Add any necessary filters
  6. Toggle the relevant file options 
  7. Save your subscription.

Choosing a schedule

Depending on your reporting requirements, subscriptions can be sent:

  • Daily
  • Weekly
  • Monthly

Choose a schedule that matches how often the information is likely to change and how frequently your team needs to review it.

Using filters with subscriptions

Subscriptions always use the filters that are applied when they're created.

For example, you could create a subscription that only includes:

  • A specific site
  • One contractor
  • Emergency work orders
  • The previous month's activity

This makes subscriptions ideal for sending tailored reports to different teams or stakeholders.

💡 Best practice

Before saving a subscription, check that all filters are set correctly. This helps ensure recipients only receive the information that's relevant to them.

⚠️ Things to watch out for

Always review the recipients and applied filters before creating a subscription.

Incorrect filters or recipients could result in users receiving information they don't need or reports that don't reflect the intended scope.

If your organisation's reporting requirements change, remember to update or remove any existing subscriptions to keep them relevant.