Report Catalog
Pick a report to run. Reports you have access to are highlighted; locked reports show what you'd need.
Report
Scheduled Reports
Send any report to an email list on a daily / weekly / monthly cadence. Powered by the system email config; falls back to per-org SMTP when configured. Cron runs every 15 min.
Custom Reports
Build reports against TATER data sources - pick columns, filters, period, and sort. Save personal reports for yourself, or (Admin+) share org-wide. Custom reports appear in the Catalog alongside built-ins.
Insights Groups
Groups grant users access to specific reports and (for Service Desk reports) per-row category filtering. Add a user to a group by setting their groups in TATER Manage → Users.
Help & Docs
Browse the user guide for TATER Insights.
📊 What is TATER Insights?
The centralized reporting surface for the TATER platform. Quick dashboards and at-a-glance graphs stay in their respective apps (TATER Security overview, TATER Ops dashboard, My TATER, etc.) - this is where you go for deep, filterable, exportable reports.
54 built-in reports — highlights
- Compliance Posture - framework pass rates, top failing controls, override expiry watch
- Risk Register Summary - risk counts by impact/status, aging on open risks
- Service Desk Performance - ticket volume, MTTR, SLA % by category (with group-filtered rows)
- Helpdesk Drilldown - per-ticket detail filtered to your accessible categories
- Training Compliance - campaign completion rates, overdue trainees
- Vendor & Contract Summary - vendor risk, contract expiries in 90 days
- Activity Log Trends - actions by channel, top actions, top users
- Subscription & Licensing - seat usage + MRR (SuperAdmin only)
Group-based access control
Each report has a default access tier (Open / Auditor+ / SuperAdmin-only) plus optional group gates. Groups also define which Ops task categories you can see in Service Desk reports - so the HR team sees HR/Onboarding tickets, the AP team sees AP/Finance tickets, etc.
SuperAdmin (or Admin/OrgAdmin) sees every report and every category. Configure groups in Insights Groups (this app) or directly in TATER Manage → Users to assign a user to a group.
Exports
Every report exports to CSV, XLSX, and branded PDF from the report viewer. Recurring email delivery is configured under Scheduled Reports, and ad-hoc datasets under Custom Reports.