This guide explains how to use Insights in Trendspek. Insights allows you to move beyond individual asset reporting by rolling up annotation data into portfolio-wide dashboards. By combining Insights with well-designed templates and structured annotation data, users can create powerful, custom dashboards to track risk, severity, trends, and more across their entire portfolio.
What Is Insights?
Traditionally in Trendspek, reports were generated per asset by navigating to an individual asset and creating a report from its reporting page.
Insights changes this approach by aggregating annotation data across multiple assets, allowing you to:
View trends across an entire portfolio
Generate portfolio-level dashboards
Analyse risk, severity, and inspection data in one place
This provides better visibility and supports data-driven decision-making at scale.
Accessing Insights
Once Insights is enabled for your company:
Navigate to Insights from the main menu.
By default, you will see the Default Dashboard.
The default dashboard contains basic metrics and serves as a starting point. To unlock the full value of Insights, you’ll need to use templates and create custom dashboards.
Why Templates Are Important for Insights
Insights works best when annotations are created using high-quality templates that capture structured data.
Templates allow you to record consistent fields such as:
Defect overview
Date of inspection
Structural element (e.g. slab, beam, column, wall)
Inspection method
Inspector
Defect type
Exposure conditions
Severity
Risk rating
This structured data enables Insights to visualise information accurately across dashboards.
Viewing and Using Templates
Navigate to Templates.
2. Select a template used within your portfolio.
Well-designed templates with meaningful fields pair extremely well with Insights, allowing you to filter, group, and analyse data across assets.
Using Dashboards in Insights
Viewing a Dashboard
In Insights, select a dashboard (e.g. Default Dashboard).
2. Click View to load the dashboard.
Dashboards can contain multiple widgets such as:
Immediate actions required
Average risk score
High-risk assets
High-risk defects over time
Severity distribution
Filtering Dashboards
Dashboards are fully filterable. You can filter by:
Inspection date
Asset (e.g. a specific warehouse)
Severity or risk rating
Any relevant template field
Filters apply across the dashboard, updating all connected widgets automatically.
Creating and Editing a Custom Dashboard
Editing a Dashboard
Open a dashboard in Insights.
2. Click Edit.
3. Remove any existing widget if required.
Adding a New Visualisation
Click Add Visualisation.
2. Select Company Annotations as the data source.
3. Name your visualisation.
4. Enable Connect to existing dashboard filters so it responds to dashboard filters.
Configuring the Chart
Select a chart type (e.g. Stacked Bar Chart).
2. Set the Label (e.g. Asset Name).
3. Set the Value using Annotation Unique ID to count the number of annotations per asset.
4. Add a Category.
5. Adjust sorting or ordering as needed.
Once configured, click the ✔️ icon to add the widget to the dashboard.
Saving the Dashboard
Click Save to apply your changes.
Your new visualisation will now appear on the dashboard and respond to filters.
Exploring Visualisation Options
Insights supports 50+ chart types, allowing you to:
Track trends over time
Compare assets
Group data by severity, risk, or defect type
Sum numeric values (e.g. cost estimates or quantities)
The flexibility of chart types and template-based data makes Insights highly customisable for different use cases.
Key Takeaways
Insights enables portfolio-wide reporting across assets
High-quality templates unlock the full power of Insights
Dashboards are fully customisable and filterable
Users can easily build and modify dashboards without technical expertise
This feature significantly expands reporting and analysis capabilities within the Trendspek platform.