Insights summarises job sheet, photo, rate, visit and timesheet activity across your projects and operatives. Pick a timeframe and Insights compares it with the period before, so you can see what's changed without exporting anything.
See everything in one place: activity across every project and operative, on one screen.
Spot changes fast: every figure shows how it compares with the previous period.
Find who's driving the numbers: rank operatives and projects, then open the records behind any figure.
đĄ Insights is available on Onetrace Max or Traceability & Workforce packages together. It's web only, so it doesn't appear in the mobile app.
Open Insights and choose your view
There's nothing to set up. Insights uses the job sheets, visits and timesheets already in Onetrace, and the layout is the same for everyone.
How to open Insights
Select Insights in the left-hand menu of the web app.
Choose a tab: Job Sheets or Visits & Timesheets.
Timeframeâthe period your figures cover
Choose Last 7 days, Last 14 days, Last 30 days, Last 60 days, Last 90 days, This month or This year.
Each figure compares your chosen timeframe with the period of the same length just before it. For example, choose the last 30 days and youâll see them set against the 30 days before that. Choose âThis yearâ in November 2026 and youâll see November 2025 to November 2026 set against November 2024 to November 2025.
Project filterânarrow Insights to one or more projects
Open the Project filter.
Select the project you would like to see, you can only select one project to view at a time.
To go back to every project, clear the filter.
Your timeframe and filter are saved in the page address, so you can copy the link and share the same view with a colleague.
Figures are built from a daily summary of activity, so today's work may not appear until the following morning.
Read your figures
Job Sheets tab
What was recorded and what it was worth:
Job sheets created
Photos captured
Labour
Materials
Charge
A chart of job sheets created compares your timeframe with the period before it.
Visits & Timesheets tab
Where your operatives went and how long they worked:
Visits - split by attended, unattended and unplanned
Time recorded - time recorded across timesheets
Tab | Tiles | Chart |
Job Sheets | Job sheets created, photos captured, and your rate groups | ⢠Job sheets created, this period against the last |
Visits & Timesheets | Visits, time recorded | ⢠Visits attended, unattended, and unplanned for that time period. ⢠Time recorded by operatives. |
Dig into the detail
Rankings
Who and what is driving the numbers:
Scroll to the By operative and By project rankings.
Use the menu on a ranking to change the measure, for example from job sheets created, photos captured, and rate groups if set up.
Select View all to open the full table.
The By project ranking shows your top 100 projects for each measure. If you have more than 100 projects, use the project filter to check one that isn't listed.
Drilldowns
The records behind a figure:
Select a figure, a point on the chart or a row in a ranking.
A table opens with the records behind it. Drill down into the table further by filtering by client, project, operative, and status.
