This quick start guide provides all the basic information you will need in order to begin using the Intouch Insight Reporting Platform.
More detailed information about the features that are available can be found in other articles in our IntouchIntelligence knowledge base.
Before you Begin
Each user within the Intouch platform has 2 primary settings.
- Hierarchy Access: controls which location(s) the user is able to view results for
- Group Settings which control:
- Product access (Shop, Audit, Check, Survey)
- Shared views (Dashboards and Record lists)
- Notifications (Triggers as well as IntouchCheck process emails)
- Additional permissions (Create dashboards, edit records, etc)
Users can be assigned to multiple locations AND users can also be assigned to multiple groups. Together, these settings control what each user will see.
Accessing Intelligence
If your organization utilizes SSO (single sign-on), access to the platform will be provided through your SSO portal. If your organization has not implemented SSO, you should have received an account confirmation email with instructions on activating your user account. If you did not activate your account at that time or did not receive the email, contact your program administrator and ask them to resend the notification.
To access data for your programs, log into the Intouch Insight platform here (or through your organization's SSO portal if applicable).
The Intouch Insight Reporting Platform is called Intelligence (IQ). When you log into the Intouch Insight platform, you will automatically be redirected to IQ.
| To navigate to IQ from another product, click on the product navigation icon found in the header of the page you are viewing, then click on Intelligence. |
Navigating Intelligence
Along the left side, you will find the Intelligence Navigation menu. This side menu provides access to all the features available in Intelligence. Depending on which features your organization is using and how your user account is configured, you may see different options in the IQ navigation menu.
| Section | Description | |
| Favorites |
Any dashboards or records list that you favorite will be found in this. Favorites allow you to quickly find the data that is most important to you. |
|
| Dashboards |
Dashboards provide access to high-level, aggregate information. Dashboards are used to provide trending and comparisons over time and by location. |
|
| Records | Records lists provide access to individual results (a mystery shop, or a specific customer's satisfaction survey results). Custom lists can be created to view key metrics and create export formats that suit your needs. | |
| Case Management |
Create and assign action items for additional training, maintenance requirements, customer outreach, and more on an ad-hoc basis or automated based on specific conditions. Keep tabs on action items and see them through to resolution (Optional Feature) Shop and Audit Customers ONLY: |
|
| File List | Share standard operating procedures, quarterly reports, training videos, and whatever documents you need with your organization (Optional Feature) | |
| Automation hub | Sit back and relax with our automation hub. Configure triggers, workflows, or rules. Once configured, actions will automatically execute at the cadence you set. (Optional Feature) | |
| Integrations | Integrations allow you to push data into other platforms outside of Intouch Insight. Once connected, you can use the automation hub to streamline your data. (Optional Feature) | |
| External Programs | If your organization collects data through any other tools, you can push this data into the Intouch Inisht Platform so that users can analyze all data in one place. | |
| KPIs | Identify program key performance indicators (KPIs) to help monitor results over time, identify key drivers of your KPIs, and create action campaigns focused on improving KPIs (Optional Feature) | |
| Settings | Head into settings to view saved filter configurations, subscriptions, PDF options, default reporting options, and data redaction policies. |
Key Features
Global Filters:
| If you need to view data for a specific date range, hierarchy, etc., there are several options available in IQ to filter your program data using global filters. | |
| Save your frequently applied filters, for easy access to reapply when needed. Find your saved filters list within the global filters menu or in settings. |
Learn more about filtering your program data.
Favorite Views:
| Customize your 'Favorites' list and gain quick access to your favorite views. Select the star icon on any dashboard or record list. |
Download Dashboard PDF/Record PDF/Export List:
| Found within the triple dot 'Action Menu' on most views you may download a PDF view of dashboards and individual records. You can download custom dashboard charts as a .jpg and export your record list data in a .csv or Excel format. |
Subscribe to a View:
| Found within the triple dot 'Action Menu' on most views (on the menu bar in others) you may subscribe to receive the particular view via email at whatever frequency you desire. For dashboards, a PDF will be delivered via email, for record lists, a link to download the export will be sent. |
Left navigation menu items vary depending on the features your organization has access to, as well as your user permissions. The standard dashboards and records lists that are available to you will depend on which products your organization is using, as well as which products you have been granted access to. You may also have access to custom dashboards and custom reports on these pages.
The data each user can view depends on the hierarchy level access granted to the user.
Additional information about the features that are available in IQ can be found in our IntouchIntelligence knowledge base.