Reports

Reports is one screen in Smart Ordering. It adds up the ordering numbers of the whole organization for head office: what the branches ask the warehouse for, what is ordered from suppliers and how sure Mihwar’s forecasts are. It does not split the numbers by branch. To see how each branch is doing, read the Overview, the daily summary and each app’s own report pages. This page shows where each one is.

Find your part

• Branch managers — where to look, your branch’s page, the daily summary and each app’s report pages.
• Area managers (you look after several branches) — where to look, the daily summary, each app’s report pages and who sees what.
• Head office — the Overview, Reports, the period, what the screen answers, the CSV and PDF files and questions.

Where to read how your branches are doing

No one page lines up every app, branch by branch. Each of these shows one slice, for one kind of reader:

• The bar at the top of every screen says which branches you are looking at: “All branches · 5”, “My branches · 2” or one branch’s name. A small dot beside it shows the worst follow-up state among them: none open, some open, or some overdue. When one is overdue, managers also see an Overdue follow-ups chip there, which opens the overdue list.
• The Overview — the first item in the menu. For head office it is one page with a card for each app (more).
• Your branch’s page — what the branch team opens first (more).
• The daily summary — yesterday at your branches, with one row for each branch (more).
• Reports — the ordering numbers of the whole organization, for head office (more).
• Each app’s own pages — Checklists, Quality, Work orders and others have a page that compares branches (more).

Reports in Smart Ordering

Reports is a tab in the row of tabs at the top of Smart Ordering. It is not a separate item in the main menu, and no card on the Overview opens it. You can also reach it from the search button at the top of every screen: type “Reports”. The screen is headed Reports & Analytics, and everything on it covers the whole organization together, for the period you choose. There is no branch picker.

Choosing the period

The screen opens on the last 30 days. Under Preset choose Last 7 days, Last 30 days or Last 90 days. The line under the title repeats the period. Days are counted on your organization’s clock, and the dates on the charts follow its calendar, Gregorian or Hijri.

To pick your own dates:

1. 1
   Tick Custom dates. The preset box is replaced by two date boxes.
2. 2
   Fill the start date, then the end date. Put the start before the end.
3. 3
   The numbers and charts load once both are filled. Until then the screen says “Choose a start and end date to load the report.” To go back, untick Custom dates.

What the screen answers

Every number and chart covers the whole organization together, for the period you chose. Between them they answer four questions:

• What are the branches asking the warehouse for? How many requests they sent in the period and how much they asked for in all. Quantities of different items are added together whatever their unit, so read the total as a rough size, not a count of things.
• What is ordered from suppliers, and how fast is it approved? How many supplier orders were made, which state they are in now, how many were rejected, how long approval takes, which items are ordered the most and how many orders were made each day. Drafts count as orders. Requests from branches to the warehouse are not in these numbers.
• How sure are the forecasts? The latest forecasts Mihwar made, each with how sure it is, and how many of your items have order history for the forecasts to learn from. That count covers all your items, whatever the period. Items without history are not learning yet; import order history to add it.
• How are the checklists doing? How many checklist runs were created in the period, by state, with all branches added together.

On a chart, tap or hover to see the exact number for a day.

Taking the numbers away

Export CSV and Export PDF are at the top of the screen, beside the period. Both are greyed out until the numbers have loaded, and both take the period you chose.

• Export CSV — a spreadsheet file with the summary numbers, one name and one value on each row, then one row for each day with its number of orders. The names in the file are in English.
• Export PDF — a printable summary in your language, with the other language beside each label. It shows your organization’s name, the period, the summary numbers, a table of orders for each day (up to 60 days) and the date it was made. It has none of the charts or the other cards. While it is made the button says “Generating…”. If it can’t be made you see “Could not generate the PDF. Please try again.”

The Overview

Overview is the first item in the menu, and it opens a different page for each kind of person. Head office, and anyone whose role covers every branch, gets the page below. A branch team gets their branch’s page, the warehouse team the warehouse page, and a driver their deliveries. A new organization sees its setup steps first (Getting started).

A card is shown only for an app your organization uses and you can open. These are the ones that say how the branches are doing:

• When AI is on for your organization, a short written summary of today’s numbers at the top, marked as AI-written (AI in Mihwar).
• Short answers at the top: is there an order to send today, how are today’s checks going, and is anything going wrong. When some branches haven’t sent their usual order yet, a card says how many, and which is the most overdue.
• Cards that open the list behind them and appear only when something needs you: Review failed checklists, Inspections failed today, Signatures missing, and one for transfers that are late.
• Follow-ups — for each branch, Open, Overdue and Closed (30 days), with the most overdue first (four branches are shown, then “More branches”), and a chart of what was opened and closed over 14 days. Each number opens the Follow-ups list for that branch.
• The Today’s checklists card shows how much of today’s work is done, and Branches needing attention: up to three branches with missed or unfinished checks, each opening that branch’s Live status.
• Work orders, Scheduling and Labels — a small card each. Work orders: Open, Late, Fixed in 30 days, and Fixed — waiting for a check when some are. Scheduling: On shift now, Late now and Shifts not sent yet. Labels: Waiting to print and Use by today. They count the branches you can see, and each number opens its list.

Your branch’s page and the warehouse’s page

If you work at a branch, Overview opens the page that says Here is what your branch needs today. It is the day’s work more than a report: the checks to do, your next order, your shifts, work orders, labels waiting to print, follow-ups open at your branch, and the checks missed in the last two days that you can still record late. It answers one question: how is today going at my branch. If you look after more than one branch, the bar at the top says “My branches · 3” and the page covers them.

The warehouse team’s page lists the requests waiting for them, today’s picking, what is ready to go out, deliveries that came back with a problem and recent supplier orders (Warehouse & deliveries).

The daily summary

Each morning the people who run branches get Yesterday at your branches, in their own language: a few lines on the bell and, unless they turn it off, by e-mail, where the same lines come with a table.

• Who gets it. People who manage Checklists or Quality: in the standard roles, branch managers, supervisors, the owner and admins. Each person’s summary covers their own branches (all of them for a company-wide role) and only the apps they can open.
• When. Once a day, at the hour head office sets on the organization’s clock (09:00 unless changed). If it can’t go at that hour, it goes within the next six hours. A morning with nothing to report sends nothing.
• The lines. One for each app: Checks (done out of due, missed, critical fails), Inspections (done, below the pass mark, missed), Follow-ups (overdue), Work orders (with nobody on them, late), Labels (waiting to print, to use by today) and Shifts (no-shows, late arrivals, forgotten clock-outs closed automatically and hours to check; only for people who build the schedule). Everything is about yesterday except the follow-ups, work orders, labels and hours to check, which are as they stand when the summary is made.
• The table. In the e-mail, and in the preview below, one row for each branch that has something to report, with the branches that need a look first.

Seeing it, and choosing where it reaches you

1. 1
   Open Settings and find Notification preferences.
2. 2
   In the Daily summary row, tick where it should reach you, or press Mute to turn it off. The row appears only for people who get the summary.
3. 3
   Press See yesterday's summary to see what you would get. Nothing is sent from there.

Head office chooses the hour under Organization Settings: Daily summary, then Send at. Every other alert, and where it reaches you, is in Alerts.

Each app’s own report pages

These are the pages that line branches up inside an app. Each shows only the branches your role names, and the app’s own guide explains it.

• Smart Ordering — head office’s Overview tab has a row across the branches: which are due to order, and what is about to run short (Smart Ordering, Warehouse & deliveries).
• Checklists — on Today, managers also get Live status, which shows every branch’s runs right now. Their Performance has Branches, which ranks the branches over 7, 30 or 90 days with the most at risk first, and Trends. History lists past runs (Checklists).
• Quality — for managers, Overview opens with How the branches are doing: each branch’s inspection score and trend, weakest first, over the last 30 or 90 days, with what to fix first (Quality).
• Scheduling — Hours shows each person’s worked and scheduled hours, who was late and what waits to be checked; head office can pick “Every branch”. Export hours makes a file for payroll (Scheduling).
• Labels — Print history lists the labels printed at every branch (or at yours), and which didn’t print or are waiting (Labels).
• Work orders — for managers, the Reports tab, headed Operations reports: late work orders, scheduled maintenance done on time, equipment out of service the longest or that keeps breaking, and how each maintenance company performs, over 30, 90 or 180 days (Work orders & equipment).
• Follow-ups — the Overview opens the list for one branch; for managers, Export register makes a PDF of the follow-ups in a period you choose (Follow-ups).
• Documents — Who has signed shows who still has to sign, and Download the list saves it as a file (Documents).

Who sees what

• Crew — their branch’s page. No reports and no daily summary.
• Supervisors — the same, plus the daily summary and, for their own branches, Checklists’ Performance, Quality’s Overview and Scheduling’s Hours.
• Branch managers — the same, plus Work orders’ Reports for their own branches.
• Area managers — as a branch manager, across the branches their role names. Their start page covers those branches. Reports in Smart Ordering stays closed to them.
• Head office (the owner and admins) — everything for every branch: the Overview with all its cards, Reports in Smart Ordering, and every app’s report pages.

These are the standard roles. Your administrator can change who can do what under Roles. If someone who looks after several branches needs Reports, head office can give them a company-wide role. Then they see every branch, not just theirs.

Questions

Why don’t I see Reports?

Reports is for people whose role covers every branch and lets them see orders: the owner and admins. If you run one branch or a few, it isn’t there. Read the Overview, the daily summary and your apps’ report pages instead. If you should have it, ask your administrator to check your role. It is also gone when Smart Ordering is turned off for your organization.

Can I see one branch on its own in Reports?

No. Reports shows the whole organization together and has no branch filter. For one branch, use that branch’s page, the daily summary’s table or the app pages above: for example Quality’s Overview, Checklists’ Performance or the Follow-ups list for the branch.

Why does my branch show zero?

Reports has no number for a single branch, so a zero there is about the whole organization: nothing of that kind was created in the period. Try Last 90 days. Requests to the warehouse and supplier orders are counted apart, so an organization that orders only one way shows zero for the other. On the Overview, 0/0 under today’s checks means none were due today. In the daily summary, a branch with nothing to report is left out. If a branch is missing everywhere, your role may not include it: ask your administrator.

Is the demo data in the numbers?

Yes. Reports counts everything in your organization, including demo data you loaded, and so do most cards on the Overview. The demo branches have “(sample)” after their names. Head office can take it all out in the Demo data card in Settings: Remove demo data. The Work orders numbers on the Overview and in the daily summary already leave the demo branches out.

Why don’t I get the daily summary?

It goes to people who manage Checklists or Quality, for their own branches, and nothing is sent on a morning with nothing to report. Check that the Daily summary row under Notification preferences in Settings isn’t muted, and that your role names at least one branch. See yesterday's summary shows what you would have got.

I picked dates and nothing loads.

The numbers load only when both dates are filled, and the start must come before the end. Untick Custom dates to go back to a preset.