Overview

View your daily progress and keep an eye on clerk performance.

Kris Varik avatar
Written by Kris Varik
Updated over a week ago

Qminder's Overview page takes all the action from the Service View and compiles it into a clear summary.

You can always get to the Overview by clicking on the Qminder logo in the top-left corner of the dashboard.

NB! The role of a user determines what they can see of the Overview section:

  • Clerks can see the "Today" view and the Daily reports. 

  • Location managers can see Daily and Weekly Reports for the locations they are assigned to.

  • Administrators can see both reports for all locations. 

TODAY

The Today view gives a quick recap of the current service situation. 

Numbers are updated in real time:

  • Visitors waiting — how many visitors are in queue.

  • Clerks busy — how many clerks are serving.

  • Visitors served — how many visitors have been served.

After serving your first visitor, the Overview will display a message detailing your served visitor count and average service time.

Overview displays even more information under each statistics category.

Visitors waiting

  • You can filter the waiting visitors list by line. Click on the line name which visitors you wish to see. 

  • If the visitor's inserted information includes a phone number or email address, the system will find the last visitor entry with the same detail and display how long ago the last was (e.g. Visited today; Last visit one week ago).

Clerks busy

  • The Clerks busy list will show you which clerk is serving which visitor or how many minutes ago a clerk finished service (if they're currently not serving anyone).

TIP: If you notice that a clerk has forgotten to finish service, click on the visitor's name and mark them as served on the next screen by clicking on the green "Mark Served" button.

Visitors served

The served visitors list is divided by lines. Clicking on a line will display all the visitors who have been served in that line.

DAILY REPORT

The Daily Report lets you pick any past date to see that day's performance.

You can select the date from the top left and you can print or save the report as a PDF file by clicking on the PRINT button in the top right. 

NB: In the top-right corner, you can choose between All locations and Current location. This option is only available if you have access to more than one location.

WEEKLY REPORT

The Weekly Report lets you pick any past week to see that week's performance.

You can select the week from the top left and you can print or save the report as a PDF file by clicking on the PRINT button in the top right. 

NB: In the top-right corner, you can choose between All locations and Current location. This option is only available if you have access to more than one location.

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