The Status Viewer page is useful for seeing the status of all shops scheduled on a particular client.
Get started on the main Admin Page.
There is no need to pre-select the client and the survey, but you can do so if you wish! Simply use the Scheduler button on the top right, or use a quickjump and look up Status Viewer.
Job Counts
On the Job Counts page, you can simply select a client, the type of date you would like to filter for, and the date range you are interested in.
Hit the Get Shop Counts button to get a table with the filtered results.
Status Viewer
The Status Viewer builds on and enhances the existing Job Counts functionality, offering expanded insights and capabilities.
On the top left of the page you are able to select the date range, and the date type you want to filter on.
If a shop has a Due Date not falling within the date range selected, but has a report date that does, using Report as the Date Type will include this shop in the count, but using Due Date will not.
Furthermore, Scheduler Selection section allows you to filter by a Session Owner, a Job Owner or not to use the filter at all.
The display options are:
- Show percentages
- Exclude Kiosk Shops
- Hide Rows Without Shops
- Show Levels
- Show Waves
The last two display options are only available when a client is selected!
The top right side of the page has a Client Selection section.
Depending on the client selection, you can either filter for all clients, or a selected few. Keep in mind that the Levels and Waves filter will not work if all clients are selected!
Additionally, only clients for whom you have Scheduler access will be displayed in the dropdown, or in the results!
Groups
The bottom left of the page allows you to either display each shop status individually, or group them by your preferences.
You can use the Edit Groups link to create your own groups.
Both in the Master and Open Groups you can group the shops by their statuses. Make sure to mark the checkbox above the group you would like to see in the result grid!
Results
Once you are content with the selected parameters, use the Get Shop Counts button on the bottom of the page.
The results display in a gird like format, with the shop counts/percentages displayed under each status.
Using the Chart icon will open a new tab, providing data focused only on that row alongside a chart bar, for easier viewing.
On the other hand, if you use the View Locs button, you will be provided additional details focused on locations.
Don't forget, you can download the provided data by using the Export to Excel button!