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View the dashboard and reports

Goal

Read the manager dashboard (today's coverage) and the reports — roster reports and the plan-vs-actual variance report.

Who can do this

  • Dashboard: dashboard.view — every role except Employee.
  • Variance / reconciliation: reconciliation.view — most roles (Planner, Manager, Supervisor, HR Admin, Viewer, HR Director, COO, System Administrator).
  • Roster reports: roster.view — Planner, Manager, Supervisor, Viewer, System Administrator.

Before you start

  • For coverage/variance to be meaningful, there must be a published roster and (for variance) attendance for the period.

Steps

  1. Open the Dashboard (/dashboard). It's a board of status tiles — per-terminal coverage (today's demand vs published headcount, marked Covered/Partial/Shortage), a pending-leave count, and an active-employee count. Refresh is a manual button.

The manager dashboard — coverage tiles per terminal (e.g. Demo Container Terminal), refreshed manually. Tiles only, no charts.

  1. For exceptions, open the Variance report (/admin/reconciliation/variance), set the date range and terminal (e.g. 2026-06-01, Demo Container Terminal). It compares the planned roster to actual attendance.

The variance report for 2026-06-01 — Matched 2, No-show 1, Late 1, Unplanned 1, with the per-employee detail rows.

  1. For who-worked-where, use the Daily and Monthly Roster reports (/reports/daily-roster, /reports/monthly-roster) — downloadable as Excel or PDF.

What the system does

The dashboard and reports are thin read-only layers over the engines — they don't own data. Variance summarises planned-vs-actual exceptions; the roster reports render the published assignments. See Rosters & allocation runs.

What can block you

  • There are no charts anywhere — the dashboard is numeric/status tiles, by design (no charting library is installed).
  • The dashboard does not auto-refresh — click refresh to pull the latest.
  • Coverage shows the first 5 terminals (by code) — informational, not a security limit; other terminals are reachable via the roster reports.
  • Some reports are JSON-only: the Utilization and Equalization reports return data but have no Excel/PDF export yet (Daily/Monthly Roster and Variance do export).