Customize Your ISN Dashboard
Choose which widgets your ISN Dashboard shows, set your columns, move or remove widgets, build custom widgets, and find your alerts.
Your ISN Dashboard gives you an at-a-glance view of your schedule, your numbers and your shortcuts. You can choose which widgets it shows, how many columns it uses, and where each widget sits. You can also build your own custom widgets from your ISN data.
Open the Dashboard
The Dashboard opens when you sign in to ISN. To return to it at any time, select the ISN logo at the top-left of the blue main menu.
Understand widgets
A widget is one panel on the Dashboard. It can show information, such as upcoming inspections or a graph of inspections by year, or give you a quick action, such as searching for an order. Each user has their own Dashboard layout, so changing yours doesn't change anyone else's.
Widgets you can add
Lists to act on
Daily Inspection Schedule: Inspections happening on this day.
Upcoming Inspections: Inspections booked over the coming days, as a graph and a list.
Office Tasks: Add, update and maintain your office task list.
Recent Activity: The latest entries from the activity log.
Alerts: Notices and system alerts for your office.
Orders & money
New Bookings: Inspections booked on this day, for any date.
Inspection Graphs: Inspection counts by year, month, week, zip, city and county.
Order Counts: Orders from the office, the online scheduler and the Real Estate Dashboard for a chosen period.
Gross Income: Booked revenue for the day, week, month or year, with a trend chart.
Average Inspection Fee: Average inspection fee by year and by month.
Revenue Per Week: Revenue per week, compared year over year.
Upcoming Inspection Counts: Inspections per inspector, from last week through upcoming.
Order Type Stats by Client and Order Type Stats by Agent: Orders by client or agent and order type, with completion and QA pass rates.
Tools & info
Welcome: Shortcuts to the calendar, email, inspections and more.
Quick Search: Find an inspection, agent, client or agency.
Today's Map: A map of today's inspections.
Weather: Current conditions and forecast for your company's region.
Mass Mail Status: Progress of mass mail campaigns: sent, read and bounced.
Custom
Widgets you build yourself. See "Build a custom widget" below.
Choose your widgets and columns
Scroll to the bottom of the Dashboard and select Edit Dashboard. You can also open it from the ⋯ menu on any widget.
Under Dashboard columns, select 1, 2, 3 or 4. Fewer columns means wider widgets.
Find a widget by typing its name in Filter widgets…, or select a group: All, On my dashboard, Lists to act on, Orders & money, Custom or Tools & info.
Tick a widget's card to add it to your Dashboard, or untick it to take it off. The count above the cards, for example "11 of 22 selected", shows how many widgets are on your Dashboard.
Select Save Dashboard.
Nothing changes until you select Save Dashboard. If you select Cancel or close the window, your changes are not saved.
Move, collapse or remove a widget
Move it: Grab the handle (the six dots) to the left of the widget's name and drag the widget where you want it. You can also select the ⋯ menu next to the name, then Move to top of column or Move to bottom of column.
Collapse it: Select the arrow next to the ⋯ menu to shrink the widget to its title bar. Select it again to expand the widget.
Remove it: Select the ⋯ menu, then Remove from dashboard. Removing a widget hides it. It isn't deleted, and ISN offers an Undo right away. You can also add it back in Edit Dashboard.
Find your alerts
Alerts are behind the bell icon at the top right of the blue main menu. The bell appears while you have an alert, and a red number shows how many. Select the bell to read them, then View all alerts for the full list.
To see alerts on the Dashboard as well, turn on the Alerts widget in Edit Dashboard.
Build a custom widget
A custom widget shows the numbers you care about, in the time period and style you choose. You can have up to 30 custom widgets, including any that aren't on your Dashboard right now.
Select Edit Dashboard, then Build a custom widget (the dashed card at the top of the list).
On the left, build the sentence: Show [what to count] [how to group it] for [time period]. In the first box, choose the data, for example Inspector Inspection Count. Use the Search… box to find it. The data you can choose depends on your privileges.
In the second box, choose how to group it: In total (one number), or by a field such as By Display Name.
In the third box, choose the time period. You can pick from Relative to today (such as Today, Week to date, Last 7 days, Last 30 days, Last 90 days, Last 12 months or Last 4 years), Current periods (This week, This month, This quarter, This year) or Complete periods (such as Last week, Last month or Last quarter). To use your own dates, choose Custom range… and enter a Start and End.
Optional: select Compare to an earlier period and choose the previous period or the same period last year. Depending on your time period, you may see one or both. Select Remove comparison to take it off.
Under Show as, choose Single number, Bar chart, Ranked list, Trend line or Table. A green dot marks the view recommended for your data. A greyed-out view doesn't fit your data, and the reason is shown under the choices. More options has extra choices, such as which columns a table shows.
Check the Preview on the right, which uses your own data. To rename the widget, select its title in the preview.
Select Add to Dashboard.
Nothing is saved until you select Add to Dashboard. To go back to the widget list without saving, select Back to Existing Widgets.
Edit or delete a custom widget
Edit it: Select the ⋯ menu on the widget, then Edit widget. You can also select Edit on its card in Edit Dashboard. Make your changes and select Save Changes.
Delete it: Select Delete on its card in Edit Dashboard, or Delete Widget while you are editing it. ISN asks you to confirm. Deleting a custom widget is permanent. To only hide it, use Remove from dashboard instead.
Go back to the original Dashboard
Open Edit Dashboard and select Reset to Default. This applies right away and doesn't ask you to confirm. To leave your Dashboard as it is, select Cancel instead.
Good to know
The first time you open the Dashboard, a short tour points out the bell and Edit Dashboard. Select the help icon (?) next to Edit Dashboard to replay it.
Some financial widgets only appear for users with Owner Access: Gross Income, Average Inspection Fee, Revenue Per Week and the Order Type Stats widgets.
Troubleshooting
I can't find Edit Dashboard
The Edit Dashboard button is at the bottom-left of the Dashboard, below your widgets. Scroll to the bottom of the page. You can also select the ⋯ menu on any widget, then Edit Dashboard.
A widget I want isn't in the list
Gross Income, Average Inspection Fee, Revenue Per Week and the Order Type Stats widgets only show for users with Owner Access. Ask a user at your company who has Owner Access to turn it on for you. See Privilege Definitions for what each privilege allows.
My changes weren't saved
Changes in Edit Dashboard only apply after you select Save Dashboard. If you selected Cancel or closed the window first, open Edit Dashboard and make the changes again.
I removed a widget by mistake
Select Undo right after you remove it. Later, open Edit Dashboard, find the widget and tick its card, then select Save Dashboard. Removing a widget doesn't delete it.
I can't add another custom widget
You can have up to 30 custom widgets, including ones that aren't on your Dashboard. In Edit Dashboard, select Custom and delete the ones you no longer need.
I don't see the bell
The bell only appears while you have an alert. To see alerts on the Dashboard, turn on the Alerts widget in Edit Dashboard.
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If you have any questions about this information, please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.