Welcome to Ops Insights User Documentation!

Warning

Please check back here 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

Page / Purpose	URL
Login	https://app.opsinsights.com/site/login
Reset Password	https://app.opsinsights.com/site/request-password-reset
Dashboard	https://app.opsinsights.com/site/dashboard
New Report Request	https://app.opsinsights.com/report-requests/create
Your Report Requests	https://app.opsinsights.com/report-requests/my-requests
Account Info [*]	https://app.opsinsights.com/site/account-info
Terms and Conditions	https://app.opsinsights.com/terms.html

terms-and-conditions

[*]

only available to be seen by the Ops Insights Client Administrator

Contents:

• Frequently Asked Questions
  • Common Questions
• Your Dashboard
  • What is the Dashboard?
  • Navigating Your Dashboard
  • Using Maximized/Expanded Visualizations
  • How are Visualizations Assigned to My Dashboard?
  • Getting Help/Support
• Criteria (i.e. Filters)
  • What are Criteria?
  • What Does Locking In Criteria Mean?
  • What are the Criteria Levels?
  • How Do I Lock In Criteria on a Global Level?
  • How Do I Lock In Criteria on a Role Level?
  • How Do I Lock In Criteria on a User Level?
• Report Criteria
  • What are Report Criteria?
  • Why Are Report Criteria Very Important?
  • What are Standard Report Criteria?
  • Can I Add Additional Report Criteria?
• Access Roles
  • Purpose
  • Access Roles Concepts
  • Access Role Creation Methods
  • Access Role Creation Strategy
  • Updating Access Roles
  • Access Role FAQs
• Templated Roles
  • What Are Templated Roles?
  • What Templated Roles Do You Have Available?
• Report Library
  • What is the Report Library?
  • How Do I Access My Report Library?
  • Report Library Access Levels
  • Exploring Your Report Library
  • Previewing Reports In Your Report Library
  • Report Library FAQs
• 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
  • Purpose
  • Frequent Questions
• 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
  • What is a KPI Alert?
  • How are KPI Alerts Useful?
  • What Are Some Examples of KPI Alerts?
  • How Do I Setup a KPI Alert?
  • How Do I Adjust the Criteria on an Existing KPI Alert?
• Users
  • Purpose
  • User Types
  • User Access Levels
  • What are the Different Ops Insights User Types?
  • Are all users treated equally in Ops Insights?
  • How Do I Setup a User for Someone in My Company?
  • How Do I Setup a User for a Client or Vendor?
• User Account Activation
  • How does Account Activation Work?
  • How do I know if I Need to Activate My Account?
  • How do I Activate My Account?
  • How do I Login for the First Time?
  • Common Account Activation Questions/Issues
• SLA / Turn Time Reporting
  • What Is SLA / Turn Time Reporting?
  • Why Is It Important?
  • How Can Ops Insights Help Me Streamline Operations With SLA Reporting?
• Client On-boarding Process
  • What To Expect
  • Overview
• Assessing Your Title Production System Setup and Usage
  • What Is This Assessment of Our Title Production System All About?
  • How Long Does It Take?
  • When Does This Assessment Take Place?
• 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?

Indices and tables

• Index

• Module Index

• Search Page