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 attention, a snapshot of this week, the tasks still due today, and the schedule of upcoming work. In a team business the Dashboard view is role-based, so each team member sees the work relevant to them, while every role keeps the same Quick Actions. 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

Everyone who uses MyApprentice. Business Owners and Admins see a full business health check. Finance users see a finance-focused view. Supervisors see a team supervision view. Tradies and Apprentices see a personal work view.

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. Quick Action settings are per-user, so each team member configures their own.

End-to-End Workflow

Step 1: Open the Dashboard

1. Sign in to MyApprentice. 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. Each tile opens the relevant creation page — no record is created until you complete and submit the form. Quick Actions are available to every role and are not hidden by role.

1. To configure Quick Actions, select the gear icon in the header.
2. 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 that require action, ordered by severity (critical first) and paginated in groups of 5. These items are your dashboard notifications.

1. Review the items, which include overdue invoices, accepted quotes not yet converted to a job, completed shifts where the job has not been invoiced, jobs ready for invoicing, unassigned or overdue shifts, unscheduled jobs, new enquiries, unread client messages, unapproved timesheet weeks, and supplier invoices needing review.
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 — for example, assigning a worker to an unassigned shift removes it from the list automatically.

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. 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 on the Dashboard so you can see what is booked and confirm the days ahead are properly resourced.

How the Dashboard Differs by Role

The Dashboard view is role-based, but every role sees Quick Actions:

• Business Owner and Admin see the full business health check — Quick Actions, Needs Your Attention across the whole business, the “This Week” call-out card, “Today — remaining tasks”, and the schedule of upcoming work. The Admin dashboard currently replicates the Business Owner dashboard. They use this at login or during a daily review to decide what to action directly, what to delegate, and what needs intervention.
• Finance see a dashboard close to the Business Owner view — Quick Actions, stat cards, Revenue, a Needs Your Attention panel focused on finance items (invoices, supplier invoices, Xero sync status), the “This Week” card, “Today — remaining tasks”, the schedule of upcoming work, and Live staff status. Finance does not finalise or complete jobs.
• Supervisors see a team supervision view — Quick Actions, the schedule of upcoming work for teams they manage, Needs Your Attention scoped to records they are assigned to (unassigned shifts, overdue schedules, submitted timesheets), and the “This Week” and “Today” tiles. Supervisors can view financial figures on jobs and quotes, so they have the financial context they need to action attention items or escalate ownership-level decisions.
• Tradies and Apprentices see a personal work view — Quick Actions, their remaining tasks due today, their schedule of upcoming work, assigned jobs where permitted, and Needs Your Attention items linked to their own work. The Apprentice view follows the same layout with fewer available actions.

Common Issues & Limitations

• Role-based visibility. The Dashboard shows different content per role. Tradies and Apprentices see a personal work view rather than a business-wide one.
• Supervisor scope. Supervisors see attention items only for records they are assigned to, not the whole business — but they can view financial figures on jobs and quotes.
• 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.
• Quick Actions are available to all roles. They are not hidden or disabled by role.
• Quick Actions are per-user. Each team member configures their own Quick Actions and custom tiles; settings are not shared across the business.
• 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.

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
• Scheduling Work and Managing Your Team
• Messaging and Communication Workflow
• Document History and Records Workflow
• Personalising Your Dashboard (Customisation)