Advanced Reporting Basics: Getting Started

Advanced Reporting Basics

Content:

• How to access Insights reporting
• How to filter reports
• How to export your report
• How to schedule report delivery
• How to troubleshoot

How to access Insights reporting

• To get started, head to admin.gospotcheck.com and sign in to your GoSpotCheck dashboard using your email address.

• Next, select your company environment. If you have access to multiple companies, use the dropdown in the top left corner to choose the right one. 

• Head to the top navigation bar and click Reporting to open the Reporting tab. 

• Click Advanced Reports to open your Insights dashboards and reports, then select a report from the left-hand panel. 
  • Note: that only dashboards you have permission to view will be visible.

How to Filter Reports

• Select your report by clicking on a dashboard from the left-hand panel.
• Use the available filters to narrow your results. Common options include Completed Date, User, Place, and more.
• Once your filters are set, click the refresh button (↺) to update the report. If needed, use the three-dot menu and select Reset Filters to return to defaults (shortcut: Ctrl+Alt+R).

How to export your report

• Click the ⋮ icon in the upper-right corner of the report or dashboard to open the three-dot menu.

• Select Download to open the download options panel.
• Select your preferred format: CSV for data and spreadsheet use, or PDF for sharing

• Click Download to confirm and the file will download directly to your computer.

How to schedule report delivery

• Click the ⋮ icon in the upper-right corner of the report or dashboard to open the three-dot menu. Select Schedule Delivery.

• Fill in your delivery settings:
  • Recurrence: Daily, Weekly, or Monthly
  • Delivery time and timezone
  • Destination: Email (additional options include: S3, SFTP, Webhook)
  • Email addresses and format: PDF or CSV
• Click Save and the report will begin delivering automatically.

Note: Under Advanced Options, enable Expand tables to show all rows to make sure all data is included in the delivered report. Otherwise, large datasets may be truncated.

How to troubleshoot

• Does your data look stale or incorrect? Open the three-dot menu ⋮ and select Clear Cache and Refresh to force a fresh data query.
• Does your report show no data? Check your active filters. A date range, user, or place filter may be excluding all results.
• Are you missing the Reporting tab? You may not be set up as an Insights user yet. Reach out to your CSM to confirm your access.
• Is your report failing to deliver to recipients? Verify the email addresses in your schedule settings and ask recipients to check their spam folder.