Job summary

The job summary is a dashboard panel that shows the current state of your jobs at a glance: how many are overdue, how many are due soon, how many are active, the total fees in progress, and a breakdown of jobs by status. By default it summarises the jobs where you are the valuer or an additional valuer, and the panel caption shows whose jobs are displayed.

Counters

The left of the panel lists four counters. Each one except Fees in progress is a link that opens the valuations list filtered to the matching jobs.

Counter	Description
Overdue	Active jobs whose due date has passed. Shown in red when any are overdue, green when none are.
Due soon	Active jobs due within the next three days. Shown in amber when any are due soon, green when none are.
Total active	All your active jobs, meaning those in a status that appears in your job lists.
Fees in progress	The combined outstanding fees across those jobs. For a job with no invoices this is its report fee, and for a job with invoices it is the unpaid balance of those invoices (total invoiced including GST, less amounts paid).

Jobs by status

A doughnut chart breaks down your active jobs by status, with one segment per status. Clicking a segment opens the valuations list filtered to that status. Hold Ctrl while clicking, or click with the middle mouse button, to open it in a new browser tab. When there are no active jobs, the panel shows a No jobs placeholder in place of the chart.

When the panel is too narrow to fit the chart beside the counters, the chart moves below them.

Panel toolbar options

Each panel header provides the following options. A drag handle sits at the right of the header. Drag it to move the panel around the dashboard. The drag handle stays visible at all times, but when the panel is too narrow to show the remaining options they collapse into a overflow menu. For resizing and showing or hiding panels, see Panels.

DuplicateAction

Click the Duplicate button to add a copy of this panel. The new panel appears at the top left of the dashboard.

EditAction

Choose whose jobs the panel summarises

Click the Edit button to open the panel settings, then choose from the Valuer dropdown: My jobs (the default), All jobs (every active job across your company), or any individual valuer. The panel reloads to match and the caption updates. Only available if you have permission to view other users' jobs.

RefreshAction

Click the Refresh button to fetch the latest figures.

Send to topAction

Click the Send to top button to move the panel to the top left, pushing the other panels down.

MaximiseAction

Click the Maximise button to open the panel in a full-screen dialog. Close the dialog to return to the dashboard.

DeleteAction

Click the Delete button to remove the panel. Only shown on duplicated panels. Hide an original panel from the Panels menu instead.

info

The job summary panel requires permission to view jobs. Changing the displayed valuer requires permission to view other users' jobs.