How does the Reporting Dashboard work?

This new dashboard gives your team a powerful, high-level overview of key metrics, helping you track performance, identify bottlenecks, and make data-driven decisions, all without leaving Pathway.

What’s Included in the Dashboard?

Charts, built to give you comprehensive insights into your project pipelines:

• Average Time to Install: Track how long your projects are taking from start to finish.

• Volume of Completed Projects: Monitor your team's total output and throughput.

• Average Time to Install by Installer: Compare efficiency across your installation team.

• Completion Rates: See how many projects hit your target completion windows.

• UK DNO Application Metrics: Keep a close eye on the status and flow of your Distribution Network Operator applications.

Pro Tip: In any table view, the Project IDs are clickable! Simply click an ID to immediately open that specific project and dig into the details.

Exporting Your Data

Need to share your findings or drop a chart into a presentation? Every chart supports direct, one-click exporting. You can download your data in the following formats:

• CSV or Excel (for raw data manipulation)

• PDF or PNG (for visual sharing and reports)

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How do I create a new report?  

• Creating a report is simple and follows the same general rules as other dashboard widgets.

• Click the Add Widget button.

• Select Reporting Dashboard from the available options.

• Enter a title for the report.

• Select the report type.

   

   

  

   

  

Customizing Your View (Filters & Configurations)

Each chart comes with a suite of filters so you can zero in on the exact data you need.

1. Performance & Volume Charts

(Applies to: Average Time to Install, Volume of Completed Projects)

• Project Creator: Filter to see projects you created versus projects delegated to you. (Default: Your projects)

• Project Types: Narrow down by specific types of installations. (Default: All)

• Date Range: Look at specific timeframes. (Default: Past 3 months)

• Time Grouping: Choose how you want the trends displayed, such as by week or by month.

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2. Team & Regional Analytics

(Applies to: Completion Rates, Average Time to Install by Installer)

Along with the standard filters (Project Creator, Types, Date Range, and Time Grouping), you can also customize:

• Installers: Filter by specific team members. (Note: If you are logged in as an installer, this will automatically default to only show your own data).

• Region: See how different geographic areas are performing. (Default: All)

• Project Collaboration: Filter by how many times a project has been delegated (e.g., once vs. multiple times). (Default: All)

• Completion Window: For the Completion Rates chart only. Define your target success window (e.g., how many projects were completed within 28 days of starting). (Default: 28 days)

3. UK DNO Application Metrics

(Applies to: UK DNO Application Metrics)

• Application Tenant: Filter by who submitted the application. (Default: All)

• Project Types: Select which project types to include. (Default: All)

• Date Range: Choose your specific timeframe. (Default: All)

• Application Status: Filter by the top-level application status. (Default: Approved)

• Status Update: Filter by the next-level application update directly from the DNO. (Default: All)

• DNO: Filter by which specific Distribution Network Operator received the application. (Default: All)

• Device Type: Filter by the specific Low Carbon Technology (LCT) type. (Default: All)

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  Ready to Schedule Jobs

  This widget provides a centralized view of all projects currently in the Ready to Schedule status across all project types. It allows schedulers to quickly identify and action pending work directly from the dashboard.

  Configurable Settings

  You can customize the widget using the following fields:

  • Widget Name: Personalize the title displayed on your dashboard.

  • Project Types: Select specific workflows or include all project types.

  • Optional Filters: Narrow down results by specific criteria (e.g., Postcode, Customer Name, or Date Range).

  • Column Selection: Choose which data points are visible in your list view.

  How to Set Up

  1. Navigate to the Dashboards tab.

  2. Click the Add Widget button.

  3. Select Ready to Schedule Jobs from the widget library.

  4. Name your chart (e.g., "Pending Installations").

     

  5. Select your desired Project Type(s).

  6. Apply any Filters needed to refine the list.

  7. Choose the Columns you wish to display.

  8. Click Save.

   

  Data Overview & Actions

  Once saved, the widget displays a real-time list of actionable projects. Each entry includes:

  • Project Details: Project Name, Customer, and Postcode.

  • Quick Actions: * View Project: Click to open the full project file for a detailed review.

    • Schedule: Open a pop-up window to assign dates and resources immediately without leaving the dashboard.

   

  Pro-Tip 💡

  Use the Postcode filter to group jobs by location. This allows you to schedule multiple appointments in the same geographic area simultaneously, significantly reducing travel time for your field team.

   

   

  

  
   

  Displayed data: Project name, customer, postcode, and actions (view project or schedule via pop-up).