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How to Use Raken Insights

In this article, learn how to use Raken Insights to track field performance, safety, quality, and tasks across all your projects.

Written by Carolina Manos

Manually reviewing project data across dozens of jobs takes time you don't have. Raken Insights automatically aggregates field data from your daily logs into visual dashboards — so you can spot trends, measure compliance, and identify issues across all your projects without digging through individual reports.


Quick Answer

To access Insights:

  1. On web: Click Dashboard in the left navigation, then click Insights.

  2. On mobile: Tap Project Tools, then tap Insights.

  3. Select a sub-section — Daily logs, Safety, Quality control, or Tasks.

  4. Use the time range and project filters to adjust the scope of your data.


How to Use Insights on the Web

Step 1: Navigate to Insights

Log into the Raken web app. Click Dashboard in the left side navigation bar, then click Insights. The Daily logs section opens by default.

Step 2: Select an Insights Category

Click any sub-section in the left side menu under Insights to switch categories:

  • Daily logs — Manpower, hours, compliance, delays, incidents, and open tasks

  • Safety — HSE checklist completion and compliance by work unit

  • Quality control — QC checklists, issues raised, pending, and closed

  • Tasks — Open tasks by project as a bubble chart

Step 3: Set the Time Range

Click the time range dropdown in the top right to adjust the period — Today, Last 7 days, Last 4 weeks, This month, Last month, or Last 3 months.

Step 4: Set the Project Scope

Click the project scope dropdown to control which projects are included: All active projects, Active & inactive projects, Selected projects, or Selected project groups. Check Apply These Settings to All Charts to apply across every chart at once.

Step 5: Drill Into a Chart

Each chart includes a Show More link to expand additional data rows. Use the Recent Projects dropdown to toggle between your most recently active projects or a custom selection.

Step 6: Download Chart Data

Click the download icon in the top right corner of any individual chart to export that chart's data as a CSV file.


How to Use Insights on Mobile

Step 1: Navigate to Insights

Open the Raken mobile app. Tap Project Tools in the bottom navigation bar, then tap Insights.

Step 2: Select a Category and Review Data

Tap any Insights category to view the corresponding charts and data. Use the available filters to adjust the time range and project scope.


Troubleshooting & FAQ

Why is my Insights data showing zeros?

Insights pulls from completed daily log entries. Adjust the time range or project scope to confirm data exists for the selected period.

Can I share Insights data with people outside Raken?

You can export individual chart data as a CSV using the download icon on each chart (web only). There is no direct share link.

Does Insights update in real time?

Data generally updates the same day entries are made, though there may be a short delay between submission and appearance in the charts.

Is Insights available on mobile?

Yes. Insights is available on both the Raken web app and the mobile app. On mobile, tap Project Tools and select Insights.


Technical Specifications

  • Compatibility: Web app and mobile (iOS and Android)

  • Offline Capability: No — requires an active connection

  • Data Format: CSV export available per chart (web only)

  • Plan Required: All plans

  • Role Required: Account Admin (all projects); Project Admin or Member (assigned projects only)


Considerations

  • Safety and Quality control charts only populate if your team is actively using Checklists on their projects.

  • Insights data is scoped to the projects you have access to based on your role.

  • Use Selected project groups to create region- or division-specific views if your account uses project groups.

  • CSV export is available on the web app only. Mobile supports viewing Insights data but not downloading it.


More Questions?

Feel free to email us or call us at +1 866-438-0646. We're always glad to answer your questions!

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