Using the Dashboard

The Dashboard is split into multiple sections. Each section provides statistics to help you better gauge how your shop is handling checklists.

Dashboard Filters

The top of the window includes the search criteria for the Dashboard.

dashboard filters

Start Date and End Date - Enter the date range. By default, both dates are yesterday’s date.
Checklist - Select a checklist in the dropdown list to see the statistics for one checklist.
Refresh - Click to reload the statistics to search by new criteria.
Zoom - Use the slider to make the text and graphics larger for better readability.

The bar graphs give you a visual representation of the checklist statistics.

The first row includes the following.

Dashboard graphs for repair order tickets

Total ROs - The number of repair orders created.
ROs With Checklists - The number of repair orders had checklists assigned to them.
Service Writer Checklists Completion - Checklists opened and completed by service writers.
- The blue bar shows the number of checklists opened.
- The yellow bar shows the number of checklists completed.
Service Writer Checklists Completion - Checklists opened and completed by technicians.
- The blue bar shows the number of checklists opened.
- The yellow bar shows the number of checklists completed.

The second row includes the following.

Dashboard graphs for checklist types

Checklists by Type - The types of checklists that were opened.
Service Writers Items/Completions/Defects - The number of items in checklists, the number completed, and the number of defects.
- The blue bar shows the number of items in all checklists.
- The yellow bar shows all completed items.
- The red bar shows all defects.
Technicians Items/Completions/Defects - The number of items in checklists, the number completed, and the number of defects.
- The blue bar shows the number of items in all checklists.
- The yellow bar shows all completed items.
- The red bar shows all defects.

The statistics for the service writers are shown below the bar graphs.

Numerical statistics for tickets sorted by service writer

The following table describes the statistics in the service writer table.
Statistic	Description
ID	The ID of the service writer.
Service Writer	The name of the service writer.
Total (Checklists)	The number of checklists opened by the service writer.
Completed (Checklists)	The number of checklists completed by the service writer.
% (Checklists)	The percentage of completed checklists opened by the service writer.
Items	The number of items in the checklists opened by the service writer.
Completed (Items)	The number of items in checklists that were completed by the service writer.
% (Items)	The percentage of completed items in checklists opened by the service writer.
Defects	The number of items that were marked as defective by the service writer.
% (Defects)	The percentage of defective items in the checklists by the service writer.

The statistics for technicians are shown below the service writers.

Numerical statistics for tickets sorted by technician

The following table describes the statistics in the technician table.
Statistic	Description
ID	The ID of the technician.
Technician	The name of the technician.
Total (Checklists)	The number of checklists opened by the technician.
Completed (Checklists)	The number of checklists completed by the technician.
% (Checklists)	The percentage of completed checklists opened by the technician.
Items	The number of items in the checklists opened by the technician.
Completed (Items)	The number of items completed by the technician.
% (Items)	The percentage of completed items by the technician.
Defects	The number of items that were marked as defective by the technician.
% (Defects)	The percentage of defective items in the checklists by the technician.

The Checklists by Type are shown below the technician table.

Numerical statistics for tickets sorted by checklist type

The following table describes the elements shown in the checklist by type table.
Setting	Description
Checklist	The name of the checklist type.
Total (Checklists)	The number of that checklist type opened.
Completed (Checklists)	The number of that checklist type completed.
% (Checklists)	The percentage of completion of that checklist type.
Items	The number of items that were in the opened in that checklist type.
Completed (Items)	The number of items that were completed in that checklist type.
% (Items)	The percentage of completion of items that were in that checklist type.
Defects	The number of items that were marked as defective in that checklist type.
% (Defects)	The percentage of defective items in that checklist type.