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TOPS [ONE]- Use Instant Insights to Preview Important KPI's

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Description

 

How to use Instant Insights to preview important KPI's; the graphical interaction that takes place when you click on any KPI listed at the top of the interface when a Community, property or owner is selected.

Instant Insights refers to the interaction possible by way of the KPI's (Key Points of Interest) listed at the top of the interface after a Community is selected.

The KPI's are the colored blocks indicating actions possible for that selected Community! They are always depicted as AP (Account Payable), AR (Accounts Receivable), Work Orders and Violations.

When the KPI's are selected; they flip to display the facts of that area for that Community, they display the total number of indications for that action (i.e.. the number of violations) for that said Community and allow the detailing of that selection as an underlined (hyperlinked) choice.

 

Here's an example of the KPI's unopened.

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And when you click to open it

 

Pro Tip

Selecting the underlined (hyperlinked) item in the KPI will open that task or action and open the left-hand navigation to display the path to select it!

 

 

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