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  3. The Overview page - Get real-time insights

What is The Overview page

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

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

The overview shows a ticket list for all service lines. Click any card to view full Ticket Details.
📖 Learn more: Ticket details overview

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You can always get to the Overview by clicking on the Home 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. 

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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

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  • You can click on any ticket card to view ticket details. 

  • The list provides an overview of the number of visitors, each ticket card with the name of the visitor, their service, and their current waiting time.

Clerks busy

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  • 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

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

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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 corner, change location (for admins) and you can print or save the report as a PDF file by clicking on the PRINT button in the top right. 

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NB: In the top-left 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. 

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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.