View My Dashboard
How to View Company Reports Using the My Dashboard Button
1. Introduction
The My Dashboard feature allows users to quickly access important company reports in one centralized view. It provides real-time insights into operational performance, sales trends, customer activity, and stock management.
The dashboard is role-based, which means the reports and data you can see depend on your user permissions within the system.
This tool allows you to:
Monitor business performance
Track leads and customer activity
Review operational reports
Export detailed CSV reports for further analysis
2. Accessing My Dashboard
To access the dashboard:
Locate the My Dashboard button in the top right corner of the screen.
Click on the button to open the dashboard interface.
3. Selecting Your Organization
If your user profile is linked to more than one organization, the system will prompt you to choose which organization you want to view reports for.
Steps:
Select the correct Organization from the dropdown list.
Click Confirm or Continue.
Once selected, the system will load the dashboard for that specific organization.
4. Filtering Reports by Date
Once you have selected the correct branch or organization, you can filter the dashboard reports by date to view data for a specific time period.
This allows users to analyze performance for a particular day, week, month, or custom date range.
How to Filter Reports by Date
Navigate to My Dashboard.
Ensure the correct branch or organization is selected.
Locate the Date Filter on the dashboard.
Select the desired date range.
The dashboard will automatically update and display all reports based on the selected date.
Important Notes
All dashboard reports update automatically when a new date range is selected.
The selected date range applies to all graphs and reports displayed on the dashboard.
This feature allows users to compare performance across different periods.
5. Adding Reports to Your Dashboard
When opening the dashboard for the first time, you may see a message prompting you to add reports.
Steps to Add Reports
Click Add Reports to Dashboard
Select the All Reports tab
A list of available reports will appear
Select the reports you want to display permanently on your dashboard
6. Available Dashboard Reports
You can customize your dashboard by selecting from the following reports:
Customer & Lead Reports
Customer Satisfaction
Displays customer feedback and satisfaction metrics.
Leads Retention
Shows how many leads are being converted and retained.
Repeat Customer
Displays customers who return for additional services.
New vs Repeat Customers
Compares new customers against returning customers.
Total Leads by Source
Shows where leads originate from (marketing channels).
Total Leads Growth
Tracks growth trends in lead generation.
Operational Reports
Job Status
Provides an overview of jobs currently scheduled, completed, or pending.
Follow-up Jobs Report
Identifies jobs that require follow-up actions.
Financial Reports
Monthly Income
Displays revenue generated for the selected period.
Global Profitability
Provides an overview of overall company profitability.
7. Viewing Detailed Graph Data
The reports on the dashboard are displayed using interactive graphs to help users quickly understand company performance.
Each graph provides additional detailed information when you interact with it.
How to View Graph Details
Move your mouse cursor over any data point or dot on a graph.
A small information box will appear.
The box will display additional details such as totals, values, or percentages related to that data point.
Benefits of Using Graph Hover Details
Quickly view exact figures without opening additional reports.
Easily identify trends and changes in performance.
Improve data analysis and decision-making.
Example
If you hover over a point on the Monthly Income graph, the system will show the exact income value recorded for that date or period.
8. Downloading CSV Reports
In addition to dashboard widgets, the system allows users to download detailed reports in CSV format. These files can be opened in software such as Microsoft Excel for deeper analysis.
To download reports:
Navigate to the Reports Export Section
Select the report you wish to download
Click Download CSV
9. Available CSV Download Reports
Job Reports
Scheduled Jobs Export – Download a list of scheduled jobs.
Manufacturing Jobs Export – Export jobs related to manufacturing processes.
Lead & Customer Reports
Lead Feedback Report – Displays feedback received from leads.
Leads Download – Complete list of leads in the system.
Recurring Leads Download – Leads generated through recurring services.
User Reports
User Report – Overview of system users and their activities.
Asset Reports
Assets by Organization – Lists all assets assigned to an organization.
Asset Movement Report – Tracks asset transfers between locations.
Asset Disposal Report – Records assets that have been disposed of.
Asset CSV – Full asset database export.
Order & Sales Reports
Order Item Export – Details items included in orders.
Woo Report – Export data related to WooCommerce integrations.
Item Category Value Report – Shows item values per category.
Branch & Activity Reports
Branch Activity Report – Shows operational activity by branch.
Budget Reports
Budget Download – Export budget information.
Stock & Inventory Reports
These reports assist with inventory management and stock control.
Item CSV Report – Full list of inventory items.
Stock Summary – Overview of stock quantities.
Stock Exceptions – Identifies stock irregularities.
Stock Movement – Tracks stock movements between locations.
Jobcard Stock – Shows stock linked to job cards.
Stock Usage – Displays stock used for general jobs.
Stock Usage (Manufacturing Only) – Displays stock used in manufacturing.
Stock Adjustments – Records manual stock adjustments.
Supplier & Procurement Reports
Supplier Goods Received – Lists goods received from suppliers.
Outstanding PO's – Shows purchase orders that are still outstanding.
Item Recipes Report – Displays item recipes used for manufacturing.
8. Best Practices
To use the dashboard effectively:
✔ Add only the reports you regularly monitor
✔ Review reports weekly to track performance
✔ Export CSV reports for detailed analysis
✔ Customize dashboards based on your role (management, operations, finance)
10. Troubleshooting
Dashboard Shows No Reports
Solution:
Click Add Reports
Select reports from the All Reports tab
Unable to Download CSV Reports
Possible Causes:
Insufficient user permissions
Browser blocking downloads
Solution:
Contact [email protected]
11. Summary
The My Dashboard feature provides a powerful and customizable overview of your company’s performance. By selecting relevant reports and exporting detailed data when needed, users can monitor operations, track leads, manage inventory, and analyze financial performance efficiently.