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Insights (platform usage)

Insights shows how your organisation uses Checker — case volume, photo intake channels, and EDI delivery — for your tenant only.

Available to Admin and SysAdmin users via the header Insights button, or Admin menu → Insights.

Insights has two views:

  • Overview — month dashboard (KPIs, volume chart, source mix, terminal and EDI detail)
  • Extract — period reports by dimension (terminal, device, or tags), with KPIs, distribution bars, and a grouped table

Overview — what you can see​

  • Month summary cards — cases, photos, EDI sends, and photos delivered via EDI, with change indicators: the current month compares against the same period of the previous month (e.g. on the 16th, day 1–16 vs day 1–16), while closed months compare full month vs full month
  • 12-month volume chart — cases and photos per month; click a month to open it
  • Photos by source — devices, manual, mail ingest, external API, file import
  • Terminal activity (expandable) — cases by terminal, where volume concentrates
  • EDI delivery (expandable) — delivery outcome (success rate with delivered / failed / pending counts) plus sends and photos per destination; a per-protocol split appears when your send log records the protocol

Extract​

Use Extract when you need a period extract rather than the month overview:

  1. Choose report, dimension, period (presets or custom dates), and optional compare to the prior equal-length period
  2. Click Apply — changing controls alone does not re-run the report
  3. Review KPIs, distribution bars, and the groups table
  4. Use Download displayed groups for a CSV of the groups currently on screen (top-N plus Other when truncated). Full raw export is a separate capability when enabled

Tag extracts may reject very large periods with a clear message; narrow the date range and try again.

Why it matters​

These figures evidence depot throughput and compliance: Checker recorded the cases and delivered photos via EDI for the selected month. Use them in management reporting and to explain why the platform is business-critical.

Tips​

  • Overview months use UTC calendar bounds (same definitions as ConPDS ops reporting)
  • Extract periods use your tenant timezone for calendar days
  • Figures are cached briefly for speed: the current month / open periods may lag live data by a few minutes; closed periods longer
  • Empty sections mean no activity for that metric in the selected range
  • Gallery users do not see this page — Admin or SysAdmin is required

See also: EDI, Send log, Audit log