Welcome to Ops Insights User Documentation!¶
Warning
Please note that this user documentation site is still currently a work in progress and incomplete at this time. We thought that it was better to go ahead and publish what we have now and continually update it every week with: new content, helpful hints and how-to’s rather than to wait a long period of time for it to be fully finished before posting it. Please check back often as we will be constantly updating this site.
If there is something that you do not find here that you would like to see, please reach out to us and let us know. Thanks and we appreciate you being an Ops Insights client!
Useful Links¶
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terms-and-conditions
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only available to be seen by the Ops Insights Client Administrator
Contents:
- Frequently Asked Questions
- Your Dashboard
- Criteria (i.e. Filters)
- Report Criteria
- Access Roles
- Templated Roles
- Report Library
- Report Requests
- What is a Report Request?
- What is the Purpose of a Report Request?
- What is the Ops Insights Report Writing Team?
- When Should I Submit a Report Request?
- What Happens When I Run Out of Report Requests?
- How Do I Submit a New Report Request?
- How Do I Review and Approve/Deny Report Requests From My Company’s Users?
- What Happens After A Client Admin Approves a Custom Report Request?
- How Do I Preview Results from a Custom Report Request and Approve/Deny Them?
- How Do I Assign the Approved Custom Reports to a User’s Access Role?
- Report Request FAQs
- Excel Files
- Emailed Reports
- What Are Automated Deliveries?
- What Types of Reports Can I Email Out?
- Why Do I Only Receive an Attachment when Sending Visualizations?
- What Types of File Formats Can Be Emailed Out?
- How Do I Setup a Report to be Emailed To Me or Others?
- How Do I Adjust an Existing Automated Delivery?
- Finding the Owner / Creator of an Automated Delivery
- How Do I Unsubscribe from an Automated Delivery?
- KPI Alerts - Automated Notifications
- Users
- User Account Activation
- SLA / Turn Time Reporting
- Client On-boarding Process
- Assessing Your Title Production System Setup and Usage
- Chrome Cookie Issue
- What is the Chrome Cookie Issue?
- How do I Solve the Chrome Cookie Issue?
- What does the information you’re about to submit is not secure Warning Message Look Like?
- How do I know Ops Insights is Actually Secure?
- How do I Allow Pop-ups in Chrome?
- How do I Clear Cached Files and Images in Chrome?
- How do I View Site Information in Chrome?
- Chrome Insecure Download Blocked Issue
- What is the Chrome Insecure Download Blocked Issue?
- How do I Solve the Chrome Insecure Download Blocked Issue?
- What does the Chrome Insecure Download Blocked Warning Message Look Like?
- Why Should I Change My Browser Settings for Ops Insights?
- How Do I Download Files If I Don’t Want to Change My Browser Settings?
- How do I know if Ops Insights is Secure?