Reports
Completion and compliance rollups across outlets — trend sparklines, headline cards, and where to click next when a number looks wrong.
Reports is the cluster-wide reporting board: one page that rolls every outlet’s checklists, escalations, and maintenance spend into a handful of numbers a manager can read in a minute. It is built from the same live data as the rest of the console — nothing here is entered by hand.
You’ll find it in the console sidebar under Cluster > Reports. Viewing it needs the reports-viewing permission — managers and admins have it.
Pick a window
A range bar sits at the top of the page with four options: Today, 7 days, 30 days, and Quarter. The page opens on 7 days.
Picking a window recomputes every figure on the page — the sparklines, the headline cards, everything. If two managers quote different numbers, first check they are looking at the same window.
The three trend sparklines
Three cards across the top each show a headline value, a comparison against the previous window of the same length, and a small trend line underneath:
- Compliance — the percentage of required tasks done on time across the cluster. The caption shows the change in points against the previous window (for example “↑ 4 pts vs prev”), or “no prior window” when there is nothing to compare against.
- Escalations — how many escalations were raised in the window, with the percentage change against the previous window.
- Maintenance spend — what maintenance cost in the window, in rupees (shown compactly, e.g. ₹29.8k or ₹1.8L). The caption shows the window and how many vendors were paid.
The shape of the line matters as much as the number: a flat 92% compliance is a different story from a 92% that has been sliding all week.
Headline cards
Below the sparklines, six auto-generated cards summarise the window. A card with no data shows a calm dash rather than an error.
| Card | What it tells you |
|---|---|
| Top outlet | Your best performer for the window — its compliance percentage and how few tasks it missed. |
| Needs attention | The outlet doing worst — its compliance percentage and its escalation count. |
| Most flagged task | The single task that went late or missed most often across the whole cluster — your best clue to a broken routine or an unrealistic time window. |
| Open escalations | Escalations still open right now, alongside how many tasks were missed in the window. |
| Tasks completed | Tasks done out of tasks due, with the percentage done on time. |
| Maintenance spend | The window’s spend again, next to the trend line above. |
Scheduled delivery
The Scheduled delivery list shows report subscriptions — who gets what, how often, and through which channel (for example a weekly digest to the owner every Monday morning, or a daily standup push to floor managers). Each row has a switch to pause or resume it.
Note: Scheduled delivery is a preview of a coming feature, not a live one yet. The switches only change what you see on screen — no emails, pushes, or WhatsApp messages are actually sent, and Add subscription isn’t wired up yet. The same goes for the Export button in the page header: it confirms on screen, but no CSV is emailed today. Treat the on-page numbers as the source of truth.
Acting on a bad number
Reports tells you that something is off; the working views tell you what. From a bad figure, jump to:
- Compliance dipping, or a worrying “Most flagged task” — open the Tasks explorer to see today’s runs outlet by outlet, and check whether the checklist’s schedule is realistic.
- Escalations climbing, or open escalations piling up — work the Escalations queue; resolve, waive, or reassign each one.
- Maintenance spend spiking — open Tickets under Cluster to see which equipment and vendors are eating the money.
- One outlet repeatedly under “Needs attention” — open its outlet card from Monitoring and look at which checklists it keeps missing.
The fastest way to bounce between these pages is the command palette — press Cmd+K and type “tasks”, “escalations”, or “reports”.