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Reports

/reports

The Reports page is the executive dashboard — high-level metrics and charts that summarise workforce health and operational signals across modules.

Metric cards​

  • Employee count — active headcount
  • Leave balance — aggregate available leave (PTO, sick, etc.) across the tenant
  • Staffing coverage — % of forecast demand met by the published schedule
  • Adherence — tenant-wide intraday adherence

Charts​

  • Adherence by interval — intraday curve showing how adherence tracks across the day
  • Leave trends — leave taken vs. accrued over the last N periods
  • New hire / termination volume — flow chart of joiners vs. leavers per period

Export​

Any of the dashboards can be exported straight from the detail view as PDF or CSV:

  • PDF — the charts and a data summary rendered as a branded, printable document
  • CSV — RFC 4180 with a UTF-8 byte-order mark, ready to drop into a spreadsheet

Export covers the four internal dashboards (Adherence, Workforce, Leave, Recruiting) and the three client-portal report types (Operations Summary, QA Trend, Staffing Snapshot). Every export is recorded in the audit log.

Read-only​

This page doesn't write — it's a status view, used for exec syncs, weekly reviews, and quick health checks.

For the board-level summary aimed at the CEO/CFO, see the Executive dashboard.

Customer Satisfaction (CSAT)​

CSAT (Customer Satisfaction) is captured from post-interaction surveys and rolled up alongside the QA score. It isn't a card on this internal exec dashboard — it surfaces where it drives client-facing commitments:

  • Client portal → SLA scorecard — Customer Satisfaction is shown against its target, next to Adherence, Coverage, and QA Score, and rolled up from CSAT and quality evaluations. See the Client portal overview.
  • QA Trend — one of the three client-portal report types (exportable as PDF/CSV from its detail view), the CSAT series trends over time.

To feed CSAT, configure survey ingestion in the QA/survey settings; without a survey source the CSAT figure reads as "no data" on the scorecard.

Module-specific reports​

Each module also has its own dedicated reports:

The Reports page is the cross-module roll-up; module pages are the drill-down.