Insight Reports for Commercial Admins

Insight Reports for Commercial Admins

Insight Reports for Commercial Admins

With VTS Rise, these advanced Insights Reports will provide visibility and actionable insights to the properties on how tenants are currently using the building, areas of improvement for operational efficiency, and staffing opportunities. 

In this article, you will learn how to:
  1. Locate the Advanced Reports
  2. Filter Reports
  3. Download Reports
  4. Schedule Report Downloads
  5. Resort Tables by Columns
Note: To view the Insights Reports, ensure you are using the Google Chrome Browser as well as allowing third-party cookies.
Check out the Advanced Reporting Metrics article to learn what information each report contains.

Locating Reports

The new advanced reports are located in the Admin Portal under Advanced, then in the Reports drop-down. Select the specific Insight Report you are looking for. For optimal viewing, please use Google Chrome as your browser. 

Note: After adding a new Property Admin to the Admin Portal, please allow 2 hours for the insight reports to refresh after they have logged in for the first time. In future logins, the insight reports will generate automatically for the Property Admin. 



Filtering Reports

Filtering your reports allows you to hone in on the data you are looking to pull. The filter options allow for granularity for reports, whether it is for pulling metrics on specific properties, tenants, or dates. 

If you are a Property Admin who manages multiple properties on the Admin Portal, the property you are logged into will be the default property chosen on the reports. As you will see in this article, you can change the filter to view other individual properties or multiple properties. 

Adoption Insights Report Filtering

Viewing the Adoption Insights Report will help you understand your property's population funnel, adoption metrics, usage trends over time, and sign-ins by tenant. 


  1. Property Name: If you have access to multiple portfolios in VTS Rise, you are able to filter by specific properties in the portfolio. 
  2. Tenant (Unit): This filter allows you to pull a report based off a specific tenant or tenants by selecting their name(s) in the drop-down. Is any value will show data for all tenants.
  3. Date: Select the date range in which you wish to view adoption data.

Amenities & Reservations Insights Report Filtering

Viewing the Amenities & Reservation Insights Report will provide you visibility into usage trends for your amenities, tenant utilization, billables generated, and staff efficiency to make impactful decisions about your amenity spaces. 



  1. Property Name: If you have access to multiple portfolios in VTS Rise, you are able to filter by specific properties in the portfolio. 
  2. Tenant (Unit): This filter allows you to pull a report based off a specific tenant or tenants by selecting their name(s) in the drop-down. Is any value will show data for all tenants.
  3. Amenity Name: If looking to pull a report on a specific amenity or amenities, select their name(s) in the drop-down. Is any value will show data for all amenities.
  4. Reservation Start At Date: Select the date range to see reservation start dates. Note: This is not the date the reservation request was created, but rather, the dates for when reservations start. 
  5. Graph Date Granularity: This filter setting allows you to determine how you want the graph to be broken down. This filter's default is By Month but can be adjusted to see the report by day, week, month, or year. 

Engagement Insights Report Filtering

The Engagement Insights Report allow you to see the number of interactions a property's events, news, and posts have received over time. 



  1. Property Name: If you have access to multiple portfolios in VTS Rise, you are able to filter by specific properties in the portfolio. 
  2. Engagement Date: Select the date range in which you wish to see engagement data. 
  3. Graph Date Granularity: This filter setting allows you to determine how you want the graph to be broken down.

Visitor Management Insights Report Filtering

The Visitor Management Insights Report will provide you with visibility into visitor trends at your property to include visitors coming, the time and day of the week they are visiting, and what tenants they are visiting. Additionally, you can see what type of visitor passes are being created and which tenants are creating the most visitor passes. 



  1. Property Name: If you have access to multiple portfolios in VTS Rise, you are able to filter by specific properties in the portfolio. 
  2. Tenant (Unit): This filter allows you to pull a report based off a specific tenant or tenants by selecting their name(s) in the drop-down. Is any value will show data for all tenants.
  3. Visitor Date: Select the date range in which you wish to see visitor data. 
  4. Graph Date Granularity: This filter setting allows you to determine how you want the graph to be broken down.

Work Order Insights Report Filtering

The Work Order Insights Report will provide you with visibility into trends of work order creation/completion, staffing efficiency to start and complete work orders, and which tenants are creating work orders. 



  1. Property Name: If you have access to multiple portfolios in VTS Rise, you are able to filter by specific properties in the portfolio. 
  2. Tenant (Unit): This filter allows you to pull a report based off a specific tenant or tenants by selecting their name(s) in the drop-down. Is any value will show data for all tenants.
  3. Work Order Date: Select the date range in which you wish to see work order data. 
  4. Graph Date Granularity: This filter setting allows you to determine how you want the graph to be broken down.

Downloading Reports

With VTS Rise, you are able to export your reports out of the platform to share with others.

Downloading Full Dashboard

Step 1
Select the three vertical dots icon in the upper right corner. From this drop-down, select Download.



Step 2
In the pop-up window, select the options for how you would like to download the report. Select Download when complete.



  1. Format: Select the format you would like the report to be in, PDF or CSV.
  2. Paper Size: Select the paper size for printing.
  3. Expand tables to show all rows: This expands the table in the pdf to include all rows.
  4. Arrange dashboard tiles in a single column: Takes each tile/graph and stacks them in a single column. 
  5. Open in Browser: This option allows you to open the report into a browser opposed to downloading it. 


Downloading Individual Tiles/ Graphs

Step 1
To download an individual tile or graph, select the three vertical dots icon and Download data from the drop-down.



Step 2
In the pop-up window, select the options for how you would like to download the report. Select Download when complete.



  1. Format: Select the format you would like the report to be in.
  2. Results: Select if the report should be with visualizations options applied or as displayed in the data table.
  3. Data values: Select if the spreadsheet should be Formatted or Unformatted.
  4. Number of rows to include: Options for rows include the Current result table, All results, and Custom. Note: There is a limit of 500 rows when downloading from the individual tile/ graph so if you need more than 500, select All results or Custom.

Scheduling Insights Report Downloads

If you would like to receive the reports automatically on a scheduled cadence, that can be set up! 

Step 1
Select the three vertical dots icon in the upper right corner. From this drop-down, select Schedule delivery.



Step 2
Under Settings, complete the information of how and when you wish to receive the insights reports.



Recurrence: Set how frequently you wish to receive these automated reports.
Time: What time they should be sent.
Destination: Select where the report should be sent.
Email address: Designate the email address(es) that should receive the reports.
Format: Select the format you wish to receive the report in.

Step 3
The report will take on the designated filters set in the dashboard, but can also be set under Filters. The filter options that appear will be based on the Insights report you are scheduling for download.



Step 4
Under Advanced options, you can set additional specifications to the report.



  1. Custom Message: Add a message to be included in the body of the email.
  2. Include links: Select the checkbox if you wish to include links in the report.
  3. Expand tables to show all rows: This expands the table in the pdf to include all rows.
  4. Arrange dashboard tiles in a single column: Takes each tile/graph and stacks them in a single column. 
  5. Paper size: Select the paper size for printing.
  6. Delivery timezone: Select the timezone in which you wish to receive the report. This will be applied to the time specified in Settings.

Resorting Tables

To resort a table in your Insights reports, select the up and down arrow icon. This will allow you to resort the table by other columns. 



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