> ## Documentation Index
> Fetch the complete documentation index at: https://help.propops.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports & Analytics

> Use the PropOps dashboard, run financial and user activity reports, and understand how branch performance scoring works.

This guide covers how to get the most out of PropOps reporting and analytics features.

***

## Dashboard overview

The dashboard is the first screen you see after logging in. It shows live stats and configurable widgets tailored to your role.

### Stats bar

The stats bar at the top shows live counts:

| Metric             | What it shows                                    |
| ------------------ | ------------------------------------------------ |
| **Accepted jobs**  | Active jobs with total in-house commission value |
| **Recalls**        | Jobs reopened after completion                   |
| **New jobs today** | Jobs created since midnight                      |
| **Completed jobs** | Jobs that have reached Completed status          |

These are filtered by your account type — contractors see their own jobs, agents see their branch, and staff see the whole organisation.

### Customising your dashboard

<Steps>
  <Step title="Enter edit mode">
    Select **Customise** in the dashboard toolbar.
  </Step>

  <Step title="Rearrange widgets">
    Drag and drop widgets to reorder them. Available widgets include New Jobs, Recalls, Booked Today, Completed Jobs, No Contractor Assigned, and Jobs by Type.
  </Step>

  <Step title="Save your layout">
    Select **Save**. Your layout is saved to your account and carries across devices.
  </Step>
</Steps>

***

## Using the job calendar

The job calendar gives a visual view of all scheduled jobs, similar to Google Calendar.

### Switching views

Use the controls at the top to switch between **Month**, **Week**, and **Day** views.

### Filtering the calendar

Use the toolbar filters to narrow by:

* **Branch** — jobs from a specific branch.
* **Contractor** — jobs assigned to a particular contractor.
* **Agent** — jobs managed by a specific agent.
* **Job type** — filter by category (Gas Safety, EICR, Maintenance, etc.).

### Navigating to a job

Select any job card in the agenda panel on the right to open the full job record. Use the **Today** button to jump back to the current date.

***

## Running financial reports

<Steps>
  <Step title="Open the report">
    Go to **Admin → Reports → Financial** from the sidebar.
  </Step>

  <Step title="Search and filter">
    Use the search bar to filter by branch name, property address, job reference, or job title.
  </Step>

  <Step title="Review by branch">
    Jobs are grouped alphabetically by branch. Each branch section shows individual job rows and a branch subtotal covering agent amounts, contractor amounts, and in-house commission.
  </Step>

  <Step title="Identify action items">
    Look for jobs where client payment is pending, contractor payment hasn't been sent, or commissions are unsettled.
  </Step>
</Steps>

***

## Running user reports

The user report shows staff contribution across the platform.

1. Go to **Admin → Reports → User Report**.
2. Review the summary table — it shows jobs added, case notes written, files uploaded, accounts created, and last activity for each staff member.
3. Use the **Staff member** filter to focus on a single user.
4. Expand the detail section to see activity broken down job by job.

***

## Understanding branch performance

Branch performance analytics score each branch on a **0–100 scale** with a letter grade from **A+** to **D**.

### Scoring factors

| Factor                    | What it measures                             |
| ------------------------- | -------------------------------------------- |
| **Job completion time**   | Average days from creation to completion     |
| **Payment speed**         | How quickly invoices are settled             |
| **Quote acceptance rate** | Proportion of quoted jobs that proceed       |
| **Revenue**               | Total job value processed through the branch |

### Using the analytics view

* **Top performing branches** are highlighted at the top.
* **Branches needing attention** are flagged with below-average scores.
* Select two branches to compare them side by side and identify best practices.

***