Dashboard Reports
The Reports dashboard gives you a live view of your operations performance. Data refreshes automatically — there is no need to reload the page during the workday.
Available metrics
Section titled “Available metrics”Task metrics
Section titled “Task metrics”- Tasks completed today / this week / this month
- On-time completion rate (%) — tasks completed before their due time
- Average task duration — useful for identifying under-resourced sites
- Overdue tasks — count of tasks past due date and not yet started
Workforce metrics
Section titled “Workforce metrics”- Workers currently on shift
- Attendance rate (%) — workers who checked in vs total scheduled shifts
- Overtime hours across all workers this week
Property metrics
Section titled “Property metrics”- Properties serviced this week
- Properties with any overdue tasks
- Client satisfaction score (calculated from feedback submissions)
Which roles see which metrics
Section titled “Which roles see which metrics”| Role | Visible data |
|---|---|
| Admin | All metrics across all organisations |
| Provider Manager | All metrics for their organisation only |
| Field Worker | No access to Reports |
| Client | Their property metrics only (via client portal dashboard) |
Date ranges
Section titled “Date ranges”Use the date picker to view any period:
- Today
- This week
- This month
- Custom range (select any start and end date)
The selected date range applies to all metric cards simultaneously. Use custom range for client reporting periods or invoice reconciliation.
Drilling down
Section titled “Drilling down”Click any metric card to see the underlying data:
- Overdue Tasks → list of all overdue tasks with property, worker, and due time
- Attendance Rate → breakdown by worker showing present, absent, and late counts
- Properties with Issues → list of properties with at least one overdue or disputed task
From any drill-down list you can click through to the individual task or worker record.
Refreshing data
Section titled “Refreshing data”The dashboard data auto-refreshes every 5 minutes. To force a refresh immediately, click the Refresh icon in the top right of the Reports page.
Sharing and printing
Section titled “Sharing and printing”To share the dashboard with a client or manager:
- Set the desired date range
- Click Export → PDF
- A formatted summary report is generated with all visible metric cards
The PDF export includes your organisation’s logo and the selected date range in the header.