How do I use KPI Filters?

Once you have clicked onto the KPI tab, click onto the icon named ‘Data Filters’ where a pop-up screen will appear.

The first drop-down menu will allow you to select from the User Hierarchy Levels or by Property fields or you can simply keep the ‘Default Reporting Tree’. If you then press continue, the next page will then allow you to filter your KPI data by Properties, Users or by Nothing. You are also able to report on properties which have been added within a certain time period and this can be done by using the drop-down menu to the right of ‘Property Added Within’.

Once you have completed with this page, click continue again where the next page will allow filtering by property details. Once you have completed with this page, click the continue button again where the next page will allow you to remove certain inspection types if applicable, and the page after that will let you filter by the inspections recorded date, modified date, and review date.

The next few pages then allow you to filter by action categories, action recorded date, and severities. Once you have completed these pages, simply click onto the continue button where your filters will then be applied and data will be presented.

If you click onto the small house icon, the data table will then show you a break down of the data per property.

Alternatively, if you click onto the user name shown just to the right of the house icon, this will then filter down to the next reporting level where the data will be broken down further.

You can also choose to remove the percentages and decimals from the KPI stats by clicking onto the icon named ‘Show / Hide Decimals’. Once these have been removed, if you export the data into excel, this will also export the data with decimals and percentages removed.