Dashboard and Reporting Workflow

Overview

The Dashboard is your operational home screen and daily business health check. It brings together the work that matters today — quick shortcuts to common tasks, items needing your attention, a snapshot of this week, the tasks still due today, and the schedule of upcoming work. MyApprentice has no separate reporting or analytics module; the business view is delivered through the Dashboard tiles described here. This guide covers Quick Actions, Needs Your Attention, the “This Week” call-out card, “Today — remaining tasks”, and the schedule of upcoming work.

Who This Workflow Is For

This workflow is for a sole trader — a single operator running the business alone. Your Dashboard behaves like a full business health check, but with team-related noise removed — assignment controls and team-level summaries are simplified when you are the only active user.

Before You Start

No setup is required — the Dashboard loads automatically when you sign in. To tailor the Quick Actions strip, you need access to the gear icon (settings) in the header.

End-to-End Workflow

Step 1: Open the Dashboard

1. Sign in to MyApprentice.
2. The Dashboard loads as your home screen and acts as the business health check, surfacing today’s work and the items that need attention.

Step 2: Use Quick Actions

The Quick Actions strip provides one-click shortcuts to common tasks such as Create Quote, Create Job, Create Invoice, and Assign Shift.

1. Select a tile to open the relevant creation page — no record is created until you complete and submit the form.
2. To configure the tiles, select the gear icon in the header, open the Quick Actions tab, toggle actions on or off, and save.
3. On the Custom Tiles tab you can add your own shortcut tiles to any page or URL.

Step 3: Work through Needs Your Attention

The Needs Your Attention panel lists items across your business that require action, ordered by severity (critical first) and paginated in groups of 5. These items are your dashboard notifications.

1. Review the listed items, which include overdue invoices, accepted quotes not yet converted to a job, jobs ready for invoicing, overdue schedules, unscheduled jobs, new enquiries, and unread client messages.
2. Select any row to open the related record or a pop-up to action it.
3. Note that most items auto-clear once the underlying condition is resolved — there is usually no manual dismissal.

Step 4: Check the “This Week” call-out card

1. Review the This Week call-out card for a quick snapshot of the current week’s activity, so you can see at a glance how the week is shaping up before drilling into individual records.

Step 5: Review “Today — remaining tasks”

1. Review the Today — remaining tasks tile, which lists the tasks still due today.
2. Use it each morning and through the day to confirm nothing outstanding is missed.

Step 6: Review the schedule of upcoming work

1. Review the schedule of upcoming work shown on the Dashboard, so you can see what is booked and confirm the days ahead are properly resourced.

Common Issues & Limitations

• Quick Actions create nothing on click. A Quick Action only opens the creation page — the record is not created until you complete and submit the form.
• Attention items auto-clear. Items leave the Needs Your Attention panel once the underlying condition is resolved — there is usually no manual dismissal.
• No separate reporting module. MyApprentice does not have a standalone reporting or analytics area; the Dashboard tiles are the business view.
• Team-level views do not apply. Role-based dashboard views and team-level summaries are a Teams feature; as a sole trader you see a single Business Owner-style view with that team noise removed.

What Happens Next

The Dashboard is the launch point for the rest of your work. Selecting an attention item or a Quick Action moves you straight into the relevant workflow — creating a quote, converting an accepted quote to a job, scheduling a shift, sending an invoice, or opening a shift to begin work. Working through Needs Your Attention each day keeps records flowing through the system without anything being missed.

Related Guides

• Client Enquiry to Accepted Quote
• Accepted Quote to Paid Invoice
• Messaging and Communication Workflow
• Document History and Records Workflow
• Personalising Your Dashboard (Customisation)