InCheck Executive Summary Report

Overview

The InCheck Executive Summary Report is your team’s custom-built, on-demand outline for improving the way you work. The Report includes:

• an overview of how your team is using each of InCheck's solutions for building operations including Workflows, Inspections, Preventive Maintenance Routines, and Incident Reporting
• an analysis of all User Activity
• performance reporting on each property in your portfolio

The InCheck Executive Summary Report gives your team a blueprint for improvement by immediately identifying what areas need attention and what successes your team has had over a specific timeframe. 

Creating the Report

To create a new InCheck Executive Summary report:

1. Click on Reports from the left-hand menu
2. Click on Create New Report
3. Select Template:
   1. Click on the InCheck Executive Report icon
   2. Click Next

1. Customize Report:
   1. Select one:
      • All Properties: Run report for all properties in your account
      • Group: Run report for a specific property group
      • Properties in Portfolio: handpick properties from your account to include by selecting them from the drop-down menu
   2. Select a time period or a date range
   3. Click Next

1. Customize Delivery:
   1. Choose a name for your report
   2. Decide if you want the report to be recurring or run only once
   3. Select recipients of the report
   4. Click Next.

1. Your report is being generated. Click Close