The Micro-Reports widget deck allows you to easily see project status at a glance, and let you know which part of the process requires yours, or your Client's, assistance.
Filtering
To get to the Micro-Reports filtering, you want to use the "Show Filters" button on the top right of the report bar.
Once you open the filtering, there are quite a bit of filters you can choose from, allowing you to customize the reports in a way that works best for your Clients.
Date selection filter allows you to display only the shops within the specified date range.
The "Exclude Kiosk" option, once checked, will simply exclude Kiosk shops from the widgets and show standard, scheduled shops.
"Show Percentages" option will show the percentages on the widgets. If this option is not checked, the widget will show the number of the shops.
Client selection filter ensures that the data displayed is only for one Client, a list of selected Clients (Ctrl-click multiple clients to select them), or for all Clients.
Country selection filter offers a chance to show the data for all countries, one country or a selected list of countries (Ctrl-click to select multiples).
Business classification allows you to filter the data by all business classifications, one business classification or a list of classifications (Ctrl-click to select multiple classifications).
The widget sidebar on the right allows you to display or hide different widgets from the list. To turn the widget or on off, simply click on the green circle on the right of the widget name.
Once you are done with setting up the filters, make sure to select the "GO" button on the bottom of the Micro Reports widget. After that is done, you can hide filters by clicking the button on the top right of the report bar.
Widgets
The following widgets will display the data based on the filters you settled on in the previous step. Following are the details of each widget, as well as the linked help articles based on the related logs that you can reach by simply clicking the data groups.
Overall Evaluations
The overall Evaluations widget shows the count, or percentages (depending on your filter settings), of shops per their status.
The "Finalized and Higher" group includes Finalized, Emailed, Client Finalized and Locked statuses.
The "Other" group includes Collaboration, Excluded, Hold A, Hold B and Created.
Clicking on one of the data groups will open the Admin Shop Log with the Dashboard Filters turned on.
You can select to remove the filters, and go back to the Log with the clean slate.
Project Overview
The Project Overview widget displays the number of shops in different statuses.
The "Finalized and Higher" group includes Finalized, Emailed, Client Finalized and Locked statuses.
The "Other" group includes Collaboration, Excluded, Hold A, Hold B and Created.
The heatmap below the bars matches the numbers as well; with the darker blue meaning more shops, and white meaning less shops.
Same as with the Overall Evaluations widget, clicking on any of the bars will open the Admin Shop Log with the Dashboard Filters turned on.
Reviewer
The Reviewer widget displays shops per their reviewed status.
The "Not Ready" group includes Open, Created, New or Incomplete shops.
The "Waiting" group includes shops in the Complete status.
The "Reviewed" group includes Reviewed shops, or shops in status Hold A or Hold B.
Same as with the Overall Evaluations widget, clicking on any of the bars will open the Admin Shop Log with the Dashboard Filters turned on.
Scheduler
The Scheduler widget display shops per their scheduled status.
The "Not Scheduled" group includes shops that are in Open or Created status.
The "Not Completed" group includes shops that re in New or Incomplete status.
Clicking on either of the data groups will open the Scheduler Log with the Dashboard Filters turned on.
You can select to remove the filters, and go back to the Log with the clean slate.
Assigned evaluations overdue/close to overdue
This widget displays the assigned shops depending on their distance from the Due date.
The Due date is represented by the red line on the widget.
Any positive number means there are so many days before the Due date.
Any negative number means that the shop is so many days overdue.
As with the Scheduler widget, selecting any of the bars will open the Scheduler log, with the Dashboard Filters selected for you in advance.
Open (with Apps) close to overdue
This widget displays the shops with applications, depending on their distance from the Due date.
As with the Assigned evaluations overdue/close to overdue widget, the red line represents the Due date.
Any positive number means there are so many days before the Due date.
Any negative number means that the shop is so many days overdue.
Selecting any of the bars will open the Urgent Log.
Keep in mind that the logs Log's filter is automatically set to "Open Shops (w/applications) due".
Open evaluations close to overdue
This widget displays open shops, depending on their distance from the Due date.
As with the Assigned evaluations overdue/close to overdue widget, the red line represents the Due date.
Any positive number means there are so many days before the Due date.
Any negative number means that the shop is so many days overdue.
As with the previous widget, selecting any of the bars will open the Urgent Log, but the Log's filter in this case is set to "Open Shops (w/o applications) due".
We also have a couple of training videos dedicated to Micro-Reports!