Getting Your Account Registered for Insights Reporting

This guide offers a straightforward method for users to register for insights reporting, ensuring they receive timely updates on property operations.

Craig Bartholomew
13 steps
4 minutes

Servusconnect

Navigate to <https://app.servusconnect.com/app> and log in to your account. If your company uses SSO then please use SSO to log into the system. If not then use the email and password provided to you earlier.

Once logged in you should land on your Dashboard.

Now click on the "Insights" Tab on the left of you screen.

Once you have clicked on the Insights tab, while logged into your account, you will automatically be registered to begin receiving weekly and monthly reports from NetVendor Maintenance.

If you are a Property Manager you will land on the Property Operations tab.

If you are a Regional Manager you will land on the Regional Operations Tab.

Once on the operations page there are two options. Current Status shows you data related to where you are now.

The Historical Data tab will show you data related to Service Requests that have been complete and reviewed in the system.

Note that there are a set of filters on the right side of the screen. The default setting for filters is "Active", "My Properties" and it includes all data. Once you have changed any filters, when you return to that tab the options that you have selected will "stick".

If you would like to see more than the properties that you are connected to, simply click on the pencil next to the "connection" filter.

Here you can click on the Other Properties box and you will see the rest of the properties in your organization.

There are many filters you can use, including: Status (Active/Inactive), Connection, Region (if set up), State, City, Property, and several others depending on the insights tab that you are in. You can select from any of these that you choose.

Once you have finished using the filters or need to get back to the start, simply go to the top of the page and click on the "Clear Filters" button. This will return your page to the default settings. Remember that the system will save the filters that you set on each tab in the Insights Platform for the next time that you return. If you are missing information you may need to clear the filters to see everything.