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How to Use Raken Insights

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

Written by Carolina Manos

Raken Insights automatically aggregates field data from your daily logs into visual dashboards β€” 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. Log into the Raken web app and click Dashboard in the left navigation.

  2. Click Insights.

  3. Use the time range and project scope filters in the top right to adjust the data shown.


Insights Sections

Daily Logs

The Daily logs section is your high-level field performance dashboard. The All Time Stats bar at the top shows aggregate totals for Man Days, Hours, Safety Incidents, Delays, Missed Dailies, Compliance %, and Open Tasks. Below that, the Workers by Project chart plots manpower trends over time across your most active projects.

Note: The Top Users table is currently unavailable. Raken is working on improvements to this feature and a message is displayed in its place. It will be restored in a future update.

Safety

The Safety section tracks your HSE checklist performance. View aggregate checklist counts, completed checklists over time by project, and compliance rates broken down by work unit or crew.

Quality Control

The Quality control section shows checklist and issue data for QC processes. The overview bar displays Checklists assigned, Checklists completed, Checklist compliance %, Issues raised, Issues pending, and Issues closed.

Tasks

The Tasks section shows a bubble chart of open tasks by project. Each bubble represents a project, sized by task count.


Using Filters and Scope

Time Range

Click the time range dropdown in the top right to adjust the period β€” options include Today, Last 7 days, Last 4 weeks, This month, Last month, and Last 3 months.

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.

Exporting Chart Data

Click the download icon on any individual chart to export that chart's data as a CSV file.


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 period selected.

Why is the Top Users table not showing anything?

The Top Users widget has been temporarily disabled while Raken makes improvements. A message is displayed in its place. It will be restored in a future update. In the meantime, use Dashboard > Activity to view individual team member submissions.

Why are Safety and Quality control charts empty?

These charts only populate if your team is actively completing Checklists on their projects.

Is Insights available on mobile?

No. Insights is available on the Raken web app only.


Technical Specifications

  • Compatibility: Web app only

  • Offline Capability: No β€” requires an active connection

  • Data Format: CSV export available per chart

  • Plan Required: Performance Plan

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


Considerations

  • The Top Users widget is currently unavailable β€” a message is displayed in its place. Use Dashboard > Activity as an alternative.

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

  • Safety and Quality control charts require your team to actively use Checklists before data will appear.


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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