Compass - Nimbly Documentation

Site Reports

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📊 Site Reports Dashboard

📌 Overview

The Site Reports Dashboard provides administrators with a centralized hub to view, manage, and download completed audit reports submitted by field personnel. This powerful tool enables detailed monitoring of operational compliance through advanced filtering by [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md), user, site, and date. The bulk-download capability streamlines data collection and offline analysis for performance reviews, historical record-keeping, and compliance verification.

🎯 Purpose & Value

Site Reports transforms raw audit data into actionable insights, providing comprehensive [visibility](../Settings/Data Visibility/DataVisibilityOverview.md) into field operations and compliance status across all locations.

Key benefits include:

  • 📂 Centralized Report Repository – Access all submitted audit reports from a single dashboard
  • 🔍 Advanced Multi-Filter Search – Precisely locate specific reports using multiple criteria
  • 📅 Flexible Date Range Analysis – Review performance across any time period
  • 📊 Detailed Audit Metadata – Track completion times, duration, and personnel
  • ⬇️ Individual Report Downloads – Access specific reports instantly
  • 📦 Bulk Export Capabilities – Download multiple reports as consolidated archives
  • 🏷️ Persistent Filter Tags – Clear [visibility](../Settings/Data Visibility/DataVisibilityOverview.md) of applied search criteria

🚦 Current Status & Compatibility

  • Status: ✅ Fully Released
  • Platforms Supported:
    • 🖥️ Web (Admin Portal)

🔐 Access & [Permissions](../Settings/Access control/AccessControlOverview.md)

The Site Reports Dashboard is accessible to administrative users with elevated privileges:

  • System Administrators: Full access to all reports across the organization
  • Operations Managers: Access to reports within their operational scope
  • Regional Managers: View reports from sites under their jurisdiction

Access is granted through the Reports section of the administrative panel.

⚙️ System Architecture & Workflow

The Site Reports Dashboard follows a data-driven workflow:

1. Field Execution → Mobile users complete audits
2. Data Submission → Reports sync to central database
3. Report Processing → System generates downloadable formats
4. Dashboard Display → Reports appear with full metadata
5. Analysis & Export → Administrators filter and download data
6. Performance Review → Insights drive operational improvements

🧰 Key Components

1. Report List Dashboard 📋

Navigate to Site Reports

Site Reports Dashboard

Site Reports Dashboard

  • Site Selection: Focus on particular locations
  • Date Range: Preset or custom date filtering
  • Persistent Tags: Visual indicators of active filters

3. Report Data Columns 📊

Comprehensive report metadata displayed in table format:

  • [Report](../Reports/ReportsOverview.md) Type: Audit category classification
  • [Report](../Reports/ReportsOverview.md) Date: Submission timestamp
  • [Report](../Reports/ReportsOverview.md) Started/Finished: Execution timeframe
  • Time Taken: Total audit duration
  • `Audit [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md))
  • Sites: Location of audit execution
  • Last Downloaded: Download history tracking
  • Download: Individual report access button

4. Download Capabilities ⬇️

Flexible export options for report data:

  • Individual Downloads: Single-click report access
  • Bulk Export: Multi-select checkbox system
  • Archive Generation: Consolidated ZIP file creation
  • Download Counter: Visual selection indicator
  • Confirmation Modal: Prevent accidental downloads

🔁 Core Report Management Workflows

🎥 Site Reports Dashboard Demo

Workflow 1: Accessing and Viewing Reports

  1. Navigate to Reports

  2. Review Report List

    • Observe chronologically sorted reports
    • Scan key metadata columns
    • Identify reports of interest
    • Note completion patterns

  3. Analyze Report Details

    • Check audit durations
    • Review assigned personnel
    • Verify site compliance
    • Track download history

Workflow 2: Advanced Report Filtering

  1. Apply Filter Criteria

    • Access filter bar at page top
    • Select report type category
    • Choose specific [schedules](../Schedule/Schedule Listing/ScheduleListingOverview.md)
    • Filter by users or sites
    • Set date range parameters

  2. Manage Active Filters

    • View filter tags below bar
    • Remove individual filters
    • Clear all filters at once
    • Save common filter sets

  3. Analyze Filtered Results

    • Review updated report list
    • Export filtered data set
    • Identify patterns or [issues](../Issue Tracker/IssueTrackerOverview.md)
    • Generate compliance reports

Workflow 3: Report Download Operations

  1. Individual Report Download

    • Locate target report in list
    • Click row-level Download button
    • Save report to local system
    • Open for detailed analysis

  2. Bulk Report Export

    • Select multiple report checkboxes
    • Monitor selection counter
    • Click “Download Selected” button
    • Confirm bulk download action
    • Receive consolidated ZIP archive

  3. Archive Management

    • Extract downloaded archives
    • Organize by date/type/site
    • Maintain compliance records
    • Share with stakeholders

📊 Key Metrics & KPIs

Site Reports enables tracking of critical operational metrics:

  • Audit Completion Rate: Submitted vs. scheduled audits
  • Average Audit Duration: Time efficiency across locations
  • User Productivity: Reports analysis
  • Site Compliance: Submission patterns by location
  • [Schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) Adherence: On-time completion tracking
  • Download Frequency: Report utilization metrics

🔗 System Integrations

Site Reports connects seamlessly with multiple platform components:

  • Mobile Inventory Audit: Primary source of all report data
  • Stock Audit Scheduler: Populates [schedule](../Schedule/Schedule Listing/ScheduleListingOverview.md) data for filtering
  • Site Management: Supplies location data for analysis
  • SKU Management: Links product data within reports
  • Analytics Dashboard: Feeds performance metrics

✅ Best Practices

For Administrators 👨‍💼:

  • 📅 Daily Monitoring: Review report submissions each morning
  • 🔍 Strategic Filtering: Create saved filter sets for common analyses
  • 📦 Weekly Archives: Bulk download reports productivity
  • 📈 Trend Analysis: Identify patterns in submission timing
  • 🎯 Targeted Improvements: Focus on underperforming locations

For Compliance Officers 🛡️:

  • 📋 Audit Trail Maintenance: Ensure complete report archives
  • 🔐 [Access Control](../Settings/Access control/AccessControlOverview.md): Verify appropriate user [permissions](../Settings/Access control/AccessControlOverview.md)
  • 📑 Documentation: Export reports for regulatory reviews
  • ⚠️ Exception Handling: Investigate incomplete submissions

🚀 Getting Started

  1. Initial Setup

    • Verify access [permissions](../Settings/Access control/AccessControlOverview.md)
    • Familiarize with filter options
    • Review column definitions
    • Test download functionality

  2. Daily Operations

    • Check new report submissions
    • Apply standard filter sets
    • Download critical reports
    • Note any anomalies

  3. Weekly Reviews

    • Analyze completion metrics
    • Export bulk report archives
    • Review audit durations
    • Identify improvement areas

  4. Monthly Analysis

    • Generate compliance reports
    • Compare site performance
    • Evaluate staff productivity
    • Plan process optimizations

💡 Pro Tips

  • Use keyboard shortcuts (Ctrl/Cmd + Click) to select non-consecutive reports
  • Create browser bookmarks with pre-applied filters for quick access
  • Export filtered results to CSV for advanced Excel analysis
  • Set up automated email alerts for critical report submissions
  • Use the “Last Downloaded” column to track report review status

Graph View

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