Quick Reference

IntegrityCounts Insights transforms your case data into visual dashboards you can filter, download, and share. Use it to spot trends, prepare board reports, and demonstrate your compliance program's impact.

Why Insights Matters

While Case Manager lets you handle individual reports, Insights turns that data into strategic intelligence. It moves your organization from reactive case management to proactive culture building.

• Identify systemic issues: Spot patterns, like a spike in harassment reports in a specific location, before they escalate.
• Allocate resources: See which departments generate the most volume so you can target training where it matters.
• Demonstrate program health: Generate visual evidence of your compliance program's activity and responsiveness for board meetings, audits, or leadership reviews.

Accessing Insights and Filtering Your Data

Opening the Dashboard

Click the Insights button in the top navigation bar, next to Case Manager.

Filtering Your Data

Data is only useful when it's relevant. Insights uses the same filtering engine as Case Manager, so you can slice your data to answer specific questions like "How many safety incidents occurred in the West Coast branch this quarter?"

Use the filter bar at the top to narrow by date range, location, department, case type, anonymity level, source, priority, status, outcomes, or tags.

Tip: If you have already built a filtered view in Case Manager, you don't need to rebuild it. Click the Send to Insight button in Case Manager to transfer your current filters directly to the Insights dashboard.

Choosing Your Visualization

Different data tells different stories depending on how it's presented. You can toggle each widget between two views:

• Pie charts: Best for seeing proportions (e.g., what percentage of cases are anonymous vs. identified).
• Bar graphs: Best for comparing volumes (e.g., which month had the highest number of reports).

What You Can See in Insights

Insights provides visual breakdowns across every major dimension of your case data. Here's what each section covers:

All of these can be filtered by date range, so you can compare year over year by adjusting the time window.

Generating PDF Reports

For ad-hoc meetings, audit requests, or quick board updates, you can download a visual summary of your current view instantly.

Click Generate PDF in the top right corner. The system creates a professional PDF reflecting your current filters and chart selections (pie or bar). What you see on screen is exactly what appears in the PDF.

Scheduling Automated Insights Reports

Instead of logging in and generating reports manually, you can schedule Insights to deliver visual PDF reports to your team automatically. This keeps stakeholders informed on a consistent cadence without any extra effort.

Step 1: Set Your Filters

Apply the filters you want in the dashboard first. Your scheduled report will use these same filters every time it runs.

Step 2: Open the Scheduling Menu

Click Insights Report at the top of the page, then select Schedule Report.

Step 3: Name and Set Frequency

Give the report a clear, descriptive name (e.g., "Monthly Safety Trends" or "Q1 Board Summary"). Choose a delivery frequency: Daily, Weekly, Monthly, or Quarterly.

Step 4: Add Recipients

Add internal investigators, managers, or external partners (such as legal counsel or auditors) to the distribution list.

Built-in security: IntegrityCounts automatically enforces conflict of interest protocols. If a manager receiving a scheduled report is implicated in a specific case, that case is automatically excluded from their version of the report. You can automate reporting without risking confidentiality breaches.

Step 5: Activate

Click Send Test Email to preview the output, then click Schedule Report to activate.