Ops Insights User Documentation Logo

Contents:

  • Frequently Asked Questions
    • Common Questions
  • Your Dashboard
  • Report Criteria
  • Report Library
  • Chrome Cookie Issue
  • Criteria
  • Access Roles
  • Report Requests
  • Excel Files
  • Emailed Reports
  • KPI Alerts - Automated Notifications
  • Users
  • User Account Activation
  • SLA / Turn Time Reporting
  • Templated Roles
  • Client On-boarding Process
  • Assessing Your Title Production System Setup and Usage
Ops Insights User Documentation
  • Docs »
  • Frequently Asked Questions

Frequently Asked Questions¶

Authors

ProcessFast

Created

12/27/2019

Modified

01/28/2022

Common Questions¶

  1. How Do I Lock In Different Criteria Options for Reports on My Dashboard

  2. What Types of File Formats Can I Email Out?

  3. How Do I Make the Visualizations on my Dashboard More Useful?

  4. How Do I Setup a User for Someone in My Company?

  5. How Do Roles Work?

  6. I have questions about a report. What do I do?

  7. What is the Report Library?

  8. How Do I Request a New Custom Report or Have an Existing Report Modified?

  9. When Should I Put In a Report Request?

  10. How Do I Setup a Report to be Emailed To Me or Others?

  11. What is a KPI Alert?

  12. How Do I Setup a KPI Alert?

  13. I Don’t Have Any More Report Requests Available. How Do I Submit a Report Request?

  14. How to Add or Remove a Report from an Existing Role?

  15. What are Criteria and How Do They Work?

  16. How Do I Setup or Change the Criteria Assigned to a Role?

  17. This site is not helping me enough and/or I need additional help. How do I get it?

  18. I need to export a master Excel workbook with numerous report results on different tabs and basically have all data in one large Excel file. How do I get it?

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