Dashboard and exports
See scores by site, the weakest items and trends, and export your data to a spreadsheet.
The dashboard shows you where to send a supervisor first.
Who sees it
The owner, and members who have permission to view reports: viewers and supervisors have it by default, managers get it when the owner grants it. Supervisors see only the sites assigned to them. Cleaners do not see the dashboard.
What it shows
- Range. 7, 30 or 90 days, or your own dates up to a year. The default is the last 30 days. You can filter by site.
- Key numbers. Inspections done, average score and its band, open issues (and how many are overdue), closing proof with photos and late task lists.
- Trend. The weekly average score and the number of inspections.
- Worst sites. The five sites with the lowest average score.
- Weakest items. The ten items that fail most often, so you know what to retrain.
- Site table. Score, days since the last inspection, open issues and last closing proof for each site. Open a site to see its areas, items, trends and latest inspections.
Numbers can be up to 5 minutes old; the screen shows when it was updated. On the phone, owners and supervisors see a short summary.
Export
On the web, export the dashboard as a CSV or Excel file. CSV has one row per site. Excel has three sheets: Sites, Weakest items and Trend. You can also export inspections, scores and issues, for example to share with a client or keep your own records. Supervisors export only their own sites.