Read a report
Every report opens the same way: summary cards, a chart, highlights and a table. Click a bar to focus on one row.
- Open a report from All reports, a Performance snapshot card, or a link on the Dashboard.
Set the filters and read the cards
The filter bar has the period, hub, Fulfilled by and Compare previous period. The cards give three or four headline figures.
- Save report saves this view. Use Save as new on a saved report to keep the original.
- Export opens the export dialog. It is greyed with the reason if you do not have Reports › Export.
- The filter bar. Period, hub, Fulfilled by and Compare. Delivery areas also has a District or City switch.
- Summary cards. Three or four headline figures with a definition when you hover the name, and the change against the previous period.
Follow the trend
A report opens on its Trend chart, which groups by hour, day, week or month. Move over the chart for the values. The switch above the chart changes it to Breakdown.
- Grouping. Hour for one day, otherwise Day, Week or Month. Time follows your company time zone, and weeks start on the first working day.
- The lines. The faint dashed line is the previous period.
- The readout. Move over the chart for a crosshair with the values for that point.
- Highlights. Two or three findings from fixed rules: the best and weakest on the first measure, and the largest share of a part. Click one to focus on it.
Use the breakdown chart
Switch to Breakdown to rank the table’s rows. Click a bar to focus the cards, table and export on that row.
- The measure. A dropdown appears when a report has several measures to rank by.
- The bars. One bar per table row, ranked, top 12. Red with ⚠ means past the warning level: on-time below 85%, first attempt below 80%, area failures above 15%, RTO rate above 5%. Hover a bar for its value.
- Focus. Click a bar to focus the table, the summary cards and the export on that row. A chip names it. Click ✕ on the chip, or the bar again, to clear it.
Work in the table
Filter, sort and customize the columns. Click a row to open the orders or the Finance page behind it.
| 3 Area | 4 Orders | Failed | 3 Failed rate | Status |
|---|---|---|---|---|
| Al Nakheel | 182 | 40 | 5 22.0% ⚠ | Past warning |
| Al Olaya | 412 | 17 | 4.1% | OK |
| 6 Total | 594 | 57 | 9.6% |
- Filters. The report’s filters plus Order type, shown as chips. Clear all removes them.
- Customize chooses and orders the columns.
- The headers. Click to sort. Hover a name for its definition.
- The data bar. A bar behind the main count shows its size at a glance.
- Warnings. A value past its warning level is red with ⚠.
- The Total row. Totals are recomputed from the rows, never averaged. A percentage total is worked out from its parts.
- Paging. 25, 50 or 100 rows per page. Click a row to open the orders or the Finance page behind it.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Where does a definition come from?
Hover a card’s name or a column header.
Why is the Total row not an average?
Totals are recomputed from the rows, and a percentage is worked out from its parts.
What does the red ⚠ mean?
The value passed its warning level. These levels are fixed for now.