Help Guide: Reports Progress Dashboard

 

This dashboard allows you to monitor and manage the performance and completion status of scheduled tasks across multiple sites. Here’s how to use each section:

KPI - Progress Information

1. Main Table Overview

The table provides a high-level summary of performance metrics by site.

Filters

  • Month & Year: Use the dropdowns at the top to view data for a specific period.

  • Search Bar: Enter keywords (e.g., site or group name) to filter results.

  • Responsibility Filter: Narrow results by responsible team or department (e.g., Hotel, L8MS).

Table Columns

  • Group / Site: Shows the group and site name. Clicking a site opens the detail panel.

  • Responsibility: Indicates the team responsible for task completion.

  • Blank: Number of incomplete forms/tasks.

  • No Access: Tasks that couldn’t be completed due to restricted access.

  • Complete: Number of successfully completed tasks.

  • Total: Total number of tasks assigned for the period.

  • Performance: Percentage of completed tasks. A red background indicates poor performance (e.g., 0%).

Export Button

Use the Export button to download the table data for external use.

KPI Progress details

2. Detail Panel (Opened by Clicking a Site)

This panel provides in-depth metrics for the selected site.

Header Info

  • Group & Site: Identifies the selected site.

  • Responsibility: Shows the team in charge.

  • Completion Rate: Displays performance as a percentage.

Key Metrics (January 2024 Example)

  • Blank: Tasks not completed.

  • No Access: Tasks skipped due to access restrictions.

  • Complete: Tasks successfully completed.

  • Total: Sum of all tasks for the period.

Performance Trend (6 Months)

  • A visual chart showing historical trends of:

    • Completion

    • Blank

    • No Access

  • Use this to track consistency or identify recurring issues over time.

Outstanding Tasks

  • Task Name: Description of the pending task (e.g., “Little Used Outlet Flushing”).

  • Outstanding: Shows the number and percentage of pending items.

  • Click Assign to schedule these tasks for a service visit.

Tips

 

  • Aim for high completion rates (≥90%) to maintain compliance.

  • Review the Blank and No Access counts to address any recurring issues.

  • Use the trend chart to analyse performance over time.