Analytics
Analytics user guide
Analytics is where you turn operational data into dashboards: inspections and audits, flags, work and tasks, incidents, schedules, assets, and rounds (when enabled). You add pre-built or custom charts, rearrange tiles, drill into the underlying records, and optionally save and share layouts with groups.
Last updated: July 2026
| Assetname | Assettypename | Sitename | Totalworkorders | Openworkorders |
|---|---|---|---|---|
| Forklift FL-04 | Forklift | North Plant | 5 | 2 |
| Press Brake PB-2 | Press | North Plant | 4 | 1 |
| Conveyor C-12 | Conveyor | South Yard | 4 | 1 |
| Pump Skid P-7 | Pump | South Yard | 3 | 1 |
| Hoist H-1 | Hoist | East Warehouse | 3 | 1 |
Who can do this: anyone whose role includes Analytics. What you can open in drill-down still respects your site and record permissions. Where: Analytics in the sidebar.
Interactive tour
Above this article, sample charts show what a dashboard looks like (demo data, not your organisation).
For a hands-on walkthrough on the real Analytics UI — create a dashboard → add a chart → share — open the interactive Analytics tour. The tour uses prefilled sample charts so every step looks populated; nothing is saved to your organisation. You can also start it from Help on the Analytics page.
Open Analytics
1. Sign in to LambdaAssetCheck. 2. Select Analytics in the sidebar. 3. You land on your dashboard board — a grid of chart tiles.
Asset inspections by Site & Status — North Plant
In the product, clicking a chart bar opens the records behind that value. These are sample rows for North Plant.
| Inspection # | Asset | Status | Completed | Actions |
|---|---|---|---|---|
| INS-24081 | Forklift FL-04 | COMPLETED | Jul 18, 2026 | View |
| INS-24077 | Press Brake PB-2 | COMPLETED | Jul 17, 2026 | View |
| INS-24071 | Conveyor C-12 | IN PROGRESS | — | View |
| INS-24068 | Pump Skid P-7 | COMPLETED | Jul 15, 2026 | View |
| INS-24062 | Hoist H-1 | COMPLETED | Jul 14, 2026 | View |
Dashboards show live charts for the period and sites you can access — for example completion rate, volume by site, and trends by week. Empty tiles usually mean no matching records in the selected filters, not a missing feature.
Use Help on the Analytics page for a short in-app refresher, the interactive tour for a guided walkthrough, or follow Analytics quick start for a five-minute first chart.
Dashboard filters
At the top of Analytics:
- Period — the date range for flow metrics (counts, rates, averages over time). Presets include last 7 / 30 days, this month, and custom ranges. - Site — limit the board to one site, or leave All sites (within what your role can see).
These filters apply across tiles that use the date range. They do not replace per-chart filters you set when building a custom chart.
How tiles work
Each tile is one chart configuration. Two kinds of time behaviour appear on tiles:
| Badge | Meaning |
|---|---|
| Date range (e.g. Jun 12 – Jul 12) | Flow metric — only records in that period |
| As of today | Inventory snapshot — open / overdue / open flags. Ignores the chart date range |
Click a segment of a chart (a bar, slice, or row) to open drill-down when the chart supports it — see Drill down into records.
Other common tile shapes include bar charts by site or asset type, and trends over week or month:
Add a pre-built chart
1. Select Add chart. 2. Choose a subject area (Asset inspections, Audits & flags, Incidents, and so on). 3. Browse the catalog of recommended and other pre-built charts. 4. Select Add to dashboard on the chart you want.
Pre-built charts are validated combinations of domain, metric, and attributes. Prefer them when they already answer your question.
Build a custom chart
1. Select Add chart, then open the custom / builder path for your subject area. 2. Choose a domain (data type). 3. Choose a metric (what to measure). 4. Add one or two attributes (group-bys). The first attribute is usually the main axis; the second becomes series or stacking. 5. Optionally add filters that apply only to this chart. 6. Choose a chart type and review the live preview. 7. Save the chart to the dashboard.
Add a chart
Asset inspection completion, scores, and trends — plus work items raised from inspections and how that follow-up was closed (root cause × resolution).
Question answer distribution
Choose a checkbox or choice question, then compare answer counts or percentages.
Numeric exceptions by asset
Choose a number or slider question. Shows which assets are outside their own normal range — not 500 charts.
Numeric answer trend with limits
Numeric answer trend
Choose a number or slider question to chart its monthly average with center and 3σ limits.
Inspections by Site
Inspection completion rate
Inspections by Week
Inspection volume by ISO calendar week.
Inspection compliance score
Average inspection score % vs your KPI target (default 90%). Separate from audits on purpose.
Inspection compliance by Asset type
Average inspection score % by asset type — where field quality is slipping.
Task root cause × resolution (asset work items)
Task closures by root cause and resolution (asset work items)
How inspection-born WR/WO tasks were closed — lives on the Asset inspections dashboard.
Inspections by Site & Status
Inspections by Template
Work Items by Question
Work items created by Site
Work item closures by root cause × resolution
Work item closures by root cause and resolution
How inspection-born work was closed: root cause vs resolution (completed asset work-item tasks). Complements work items created by showing why and how follow-up was fixed.
Work item closures by Asset type × root cause
Work item closures by Asset type and root cause
Pairs with work items by asset type: which asset classes fail for which root causes when follow-up work is closed.
Inspections per Month (this year)
Inspections by User & Status
Inspections by Template & Status
Inspections by User
Inspections by Status
Inspection trend by Site
Monthly inspection volume with one series per site.
Inspection trend by Template
Monthly inspection volume with one series per template.
Inspection trend by User
Monthly inspection volume with one series per inspector.
Work items by Template
Work requests and orders created from inspections, grouped by template.
Work items by Asset
Work requests and orders created from inspections, grouped by asset.
Avg. score by Site
Avg. inspection score by Site
Avg. score by Template
Avg. inspection score by Template
Avg. score by User
Avg. inspection score by User
Completion rate by Site
Inspection completion rate by Site
Completion rate by Template
Inspection completion rate by Template
Avg. duration by Site
Avg. inspection duration by Site
Work items: requests vs orders
Work items by Site → kind
Fail → work rate
Failed checks that became work
Share of inspection answers that should have created a WR/WO and did. Click for checks with no work attached.
Invalid combinations are blocked or hidden in the builder — if a metric and attribute pair is not available, pick another grouping or use a pre-built tile that already encodes a valid combination.
Domains, metrics, attributes, and filters
Think of a chart as answering a question:
Customize chart
Why are some chart types unavailable?
- All chart types are available for your current metric and attributes.
Chart settings
Translations
English is the default for authoring. Add optional labels for other languages; viewers see their locale or fall back to English or auto-generated titles.
Leave blank to use the English default or auto-generated title for that language.
Domains
| Domain | Typical use |
|---|---|
| Inspections | Asset inspection volume, scores, completion, work raised from inspections |
| Audits | Site audits and audit flags (severity, flag status, closure) |
| Incidents | Incident volume, severity, OSHA-style rates where configured |
| Tasks (Actions) | Standalone / miscellaneous tasks and related work metrics |
| Schedules | Scheduled inspections — due, overdue, missed, on-time |
| Assets | Asset inventory and meter / downtime style metrics |
| Rounds | Inspection rounds (when your organisation has rounds enabled) |
Flags are an Audits concept. Flag severity, flag status, and flag root cause dimensions apply to audit flags, not to inspections or incidents domains.
Metrics
Common metrics include Count, Completion rate, Avg. time to close, Avg. inspection score, Open count, Overdue count, Flags raised, Flag closure rate, and domain-specific rates (missed rate, TRIR, and so on). Hover tooltips in the builder explain each metric.
Attributes
Attributes group results — for example Site, Asset, Asset type, User, Template, Status, Month, Week, Question. Available attributes depend on the domain and metric.
Filters
Filters restrict which records enter the chart. They do not become axes. Use filters when you want “only Completed” or “only Plant A” without plotting every status or site as a series.
Chart types
Typical options:
- Grouped / stacked bar — compare categories or stacked series - Line — trends over Month or Week - Donut — share of a whole (one attribute) - Table — exact values for export-friendly reading
The builder suggests a type from your metric and attributes; you can change it when more than one type is valid.
Arrange, resize, and reset
- Drag a tile by its header to rearrange. - Resize from the left, right, or bottom edge. - Layout on your personal board saves automatically. - Reset to default removes custom charts and restores the starter layout for that view.
On shared dashboards you own, save explicitly after editing so viewers get your latest layout.
Drill down into records
Select a chart segment to open a list of the records behind that value (when drill-down is available for that tile).
- You only see records your role and site access allow you to open. - On company-wide shared dashboards, chart totals may include data you cannot open in drill-down. Totals stay consistent for leadership; the list is permission-filtered.
Save and share dashboards
From Analytics you can save the current layout as a named dashboard and share it with leadership or other groups.
- My dashboards — layouts you created. - Shared with me — dashboards others shared to your groups. - Viewers can use live drill-down; editors (owners) change charts and layout.
Exact labels live under Analytics → shared dashboards / save dashboard actions on the page.
Export
Where available, use Export on a saved dashboard to download a snapshot (for example PDF or presentation formats offered in the UI) for meetings and offline sharing. Exported files are point-in-time; open the live dashboard for current numbers.
Subject areas at a glance
| Subject area | Use when you care about… |
|---|---|
| Asset inspections | Volume, scores, completion, work created from inspections |
| Audits & flags | Audit programmes, open flags, severity, closure performance |
| Incidents | Incident load, severity, follow-up, safety rates |
| Miscellaneous tasks | Standalone tasks (not inspection / flag / incident follow-up) |
| Schedules | Planned vs done, overdue and missed scheduled work |
| Assets | Fleet / register and meter-related views |
| Rounds | Round completion and miss rates (if enabled) |
Inside Add chart, each area lists recommended pre-built tiles and what they measure.
Tips
1. Start with a pre-built chart; customise only when you need a different grouping. 2. Prefer one attribute first; add a second only when you need series or stacking. 3. Use filters for scope; use attributes for what you want to see as categories. 4. Name charts so a colleague understands them without opening the builder. 5. Remember as-of-today tiles ignore the period filter — that is intentional for open backlog.
Frequently asked questions
Why is my chart empty? Check the period and site filters, whether you have data in that domain, and any chart-level filters that may exclude everything.
Why don’t I see Flags on Inspections? Flag metrics and dimensions belong to Audits. Use the Audits & flags subject area for severity and flag status.
Can I change someone else’s shared dashboard? Only if you own it or have edit rights. Viewers can open tiles and drill down but cannot change the layout.
Does Analytics work offline? Analytics needs a live connection to the server. Field offline work covers inspections and related field flows; open Analytics when you are online.
Related articles
- Analytics quick start - Digitize checklists and run inspections - Compliance and flags - Work management - Incidents
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