Reports and Dashboard¶
This guide covers the AXITRAQ Dashboard and Reports module. The Dashboard is your personalised command centre with customisable widgets, while the Reports module provides detailed operational reports with export capabilities.
Table of Contents¶
- Dashboard Overview
- Your First Dashboard
- Dashboard Pages
- Working with Widgets
- Available Widget Types
- Widget Configuration
- Arranging and Resizing Widgets
- Reports Module
- Available Report Types
- Running a Report
- Report Filters and Date Ranges
- Exporting Report Data
- Key Metrics and KPIs
- Tips and Best Practices
1. Dashboard Overview¶
The Dashboard is the first screen you see after logging in to AXITRAQ. It uses a widget-based layout where each widget displays a specific piece of operational data, such as asset counts, maintenance status, financial summaries, or recent messages.
Key characteristics of the Dashboard:
- Fully customisable — you choose which widgets appear and where they are positioned.
- Multiple pages — create separate dashboard pages for different focuses (for example, one for assets, another for financials).
- Permission-aware — only widgets relevant to your access level are available.
- Responsive — the layout adapts automatically to desktop, tablet, and mobile screens.
- Light and dark mode — widgets render correctly in both display modes.
The Dashboard is located at Manage > Dashboard in the main navigation, or by selecting the AXITRAQ logo.
2. Your First Dashboard¶
When you log in to AXITRAQ for the first time, the platform automatically creates a default dashboard page called Overview with seven starter widgets:
| Widget | Description |
|---|---|
| Assets Overview | Total, active, and inactive asset counts |
| Employees | Active employee headcount |
| Maintenance | Open and in-progress maintenance requests |
| Timesheets | Timesheets awaiting your approval |
| Jobs | Active and pending job counts |
| Spend Summary | Labour, materials, and invoice spend for the current week |
| Notifications | Your recent notifications and alerts |
These defaults give you an immediate operational snapshot. You can customise, rearrange, remove, or add widgets at any time.
3. Dashboard Pages¶
Dashboard pages (also called tabs) let you organise widgets into separate views. You might create a page focused on financial data, another for maintenance tracking, and a third for messaging.
Creating a New Page¶
- On the Dashboard, locate the tab bar at the top of the page.
- Click the + button at the right end of the tab bar.
- Enter a name for the new page (for example, "Financials" or "Maintenance").
- Select an icon for the tab from the available icon library.
- Click Save. The new page is created and becomes the active tab.
Switching Between Pages¶
- Click any tab in the tab bar to switch to that page.
- AXITRAQ remembers the last page you visited. When you next log in, the Dashboard opens to that page automatically.
Renaming a Page¶
- Right-click or long-press the tab you want to rename.
- Select Rename from the context menu.
- Enter the new name and confirm.
Setting a Default Page¶
- Right-click or long-press the tab you want as your default.
- Select Set as Default.
- This page will load first when you open the Dashboard, unless you previously visited a different tab in your session.
Reordering Pages¶
- Tabs can be reordered by dragging them left or right in the tab bar.
- The new order is saved automatically.
Deleting a Page¶
- Right-click or long-press the tab you want to remove.
- Select Delete.
- Confirm the deletion. All widgets on that page are also removed.
You must always have at least one dashboard page.
4. Working with Widgets¶
Entering Edit Mode¶
To add, edit, or remove widgets, you need to enter customisation mode:
- Click the Customise button in the top-right area of the Dashboard.
- The Dashboard enters edit mode. Widget cards display edit and delete controls, and the widget picker becomes available.
- To exit edit mode, click Done or Customise again.
Adding a Widget¶
- Enter edit mode by clicking Customise.
- Click Add Widget. The widget picker modal opens.
- Browse the available widget types. Only widgets that match your permissions are shown.
- Select a widget type.
- Optionally configure the widget settings (label, icon, accent colour, width, and any type-specific options).
- Click Add. The widget appears on the current dashboard page.
Editing a Widget¶
- Enter edit mode.
- Click the edit icon on the widget card you want to modify.
- The widget editor modal opens with the current settings.
- Adjust any settings: label, icon, accent colour, column width, or type-specific configuration.
- Click Save.
Removing a Widget¶
- Enter edit mode.
- Click the delete icon on the widget card.
- Confirm the removal when prompted.
5. Available Widget Types¶
AXITRAQ provides 17 widget types across several categories. The widgets available to you depend on your account permissions.
Statistics Widgets¶
| Widget | What It Shows | Permission Required |
|---|---|---|
| Assets Overview | Total, active, inactive, in-maintenance, and decommissioned asset counts | Manage Assets |
| Employees | Total and active employee headcount | Manage Employees |
| Maintenance | Open and in-progress maintenance request counts | Manage Assets |
| Timesheets | Timesheets submitted and awaiting approval | Manage Timesheets |
| Jobs | Active, pending, and completed-this-month job counts | Manage Employees |
Inventory Widgets¶
| Widget | What It Shows | Permission Required |
|---|---|---|
| Parts and Materials Value | Total inventory value on hand, with optional category breakdown and advanced filters | Manage Assets |
| Low Stock Alerts | Parts and materials that have fallen below their reorder level | Manage Assets |
Financial Widgets¶
| Widget | What It Shows | Permission Required |
|---|---|---|
| Spend Summary | Combined labour, material, and invoice spend for a configurable period (today, this week, this month, or year to date) | Manage Employees |
| Jobs Budget vs Actual | Job-level spend progress against budgets, with labour, material, and invoice breakdown | Manage Employees |
| Supplier Spend | Top suppliers ranked by invoice spend | Manage Orders |
Operations Widgets¶
| Widget | What It Shows | Permission Required |
|---|---|---|
| Recent Jobs | Active and pending jobs with employee count, asset count, and budget details | Manage Employees |
| Maintenance Due | Upcoming and overdue maintenance schedules within a configurable window (7 to 90 days) | Manage Assets |
| Inspection Compliance | Checklist pass/fail rates over a configurable lookback period (7 to 90 days) | Manage Inspections |
| Fuel Overview | Company-wide fuel holdings by asset, with volumes, values, low-stock highlighting, and purchase cost history | Manage Assets |
Communication Widgets¶
| Widget | What It Shows | Permission Required |
|---|---|---|
| Notifications | Recent notifications and alerts, with optional unread-only filter | None (available to all users) |
| Messages (Internal) | Recent internal messages with unread count | Manage Messaging |
| Messages (SMS) | Recent SMS messages with delivery status and unread count | Manage Messaging |
Utility Widgets¶
| Widget | What It Shows | Permission Required |
|---|---|---|
| Quick Actions | Configurable shortcut buttons that link to frequently used pages | None (available to all users) |
6. Widget Configuration¶
Every widget can be customised through its settings panel.
Common Settings¶
These settings are available on all widget types:
| Setting | Description |
|---|---|
| Label | The display name shown on the widget card header. Change it to whatever makes sense for your workflow. |
| Icon | Choose from 60+ SVG icons (Lucide-style). Icons adapt automatically to light and dark mode. |
| Accent Colour | A coloured bar displayed at the top of the widget card. Helps you visually distinguish widgets at a glance. |
| Width | Column span of the widget: 1-column, 2-column, 3-column, or 4-column (full width). |
Type-Specific Settings¶
Some widgets have additional configuration options:
Spend Summary — Choose the reporting period: Today, This Week, This Month, or Year to Date. Toggle whether to include labour costs, material costs, and invoice amounts.
Jobs Budget vs Actual — Filter by job status (Active only, Active and Pending, or All). Set the maximum number of jobs to display (1 to 20).
Recent Jobs — Filter by job status. Set the maximum number of jobs to display.
Maintenance Due — Set the lookahead window in days (7 to 90). Items due within this window, plus any overdue items, are shown.
Inspection Compliance — Set the lookback period in days (7 to 90) for calculating pass/fail rates.
Notifications — Set the maximum number of notifications to display (3 to 20). Optionally show unread notifications only.
Messages (Internal and SMS) — Set the maximum number of messages to display (3 to 15).
Fuel Overview — Choose whether to include assets with zero fuel stock. Set the maximum number of assets to display (5 to 50).
Low Stock Alerts — Set the maximum items to display (1 to 20).
Supplier Spend — Set the maximum number of suppliers to display (1 to 15).
Parts and Inventory Filters¶
The Parts and Materials Value and Low Stock Alerts widgets support advanced filtering:
| Filter | Options |
|---|---|
| Item type | All types, Parts only, Materials only, Fuel only, or Parts and Materials |
| Vendor | Filter by a specific vendor (loaded dynamically from your vendor list) |
| Age in stock | No age filter, Older than N days, or Newer than N days |
| Assignment | All items, Assigned to assets, Used on jobs, or Unassigned only |
When filters are active, small badges appear on the widget card so you can see at a glance which filters are applied.
7. Arranging and Resizing Widgets¶
Drag-and-Drop Reordering¶
Widgets can be rearranged by dragging them to a new position within the same dashboard page:
- Enter edit mode by clicking Customise.
- Click and hold on a widget card.
- Drag the widget to your preferred position. Other widgets shift to make room.
- Release to drop the widget in its new position.
The new order is saved automatically. You do not need to click a save button after rearranging.
Resizing Widgets¶
To change the width of a widget:
- Enter edit mode.
- Click the edit icon on the widget.
- In the widget editor, change the Width setting:
- 1-column — compact, suited to simple counters and statistics.
- 2-column — standard width for most data widgets.
- 3-column — wider view for detailed tables.
- 4-column (full width) — spans the entire row, ideal for tables like Recent Jobs, Jobs Budget vs Actual, and Fuel Overview.
- Click Save. The widget resizes immediately.
Layout Grid¶
The Dashboard uses a 4-column grid on desktop screens. On tablet and mobile devices, the grid adapts to fewer columns automatically. Widgets wrap to the next row when the available columns are filled.
8. Reports Module¶
The Reports module provides structured, date-filtered reports across eight operational areas. Reports are generated on demand and displayed in a tabular format directly within the platform.
To access Reports, navigate to Manage > Reports in the main navigation.
The Reports page requires the Manage Reports permission. If you do not see Reports in the navigation menu, contact your administrator to request access.
9. Available Report Types¶
AXITRAQ provides eight report types:
| Report | Description | Key Data |
|---|---|---|
| Asset Utilisation | Usage activity per asset within the selected date range | Use sessions, scan counts, calculated hours, prestart checklist count |
| Employee Hours | Hours worked per employee with overtime breakdown | Regular hours, overtime, travel, standby, daily averages, jobs worked |
| Maintenance History | Maintenance requests by asset with status breakdown | Job count, completion rates, costs per asset |
| Inspection Compliance | Inspection completion and pass/fail analysis | Completion rates, pass/fail ratios, condition ratings |
| Registration Expiry | Assets with upcoming or overdue registrations | Registration dates, expiry status, days until due |
| Qualification Expiry | Employees with upcoming or expired qualifications | Qualification type, expiry date, status |
| Cost Summary | Material and labour costs by job | Job costs, invoice totals, labour costs for the selected period |
| QR Scan Analytics | QR code scan frequency and asset use log data | Scan counts per asset, start/stop session counts, activity patterns |
10. Running a Report¶
- Navigate to Manage > Reports.
- At the top of the page, set the From and To date fields. By default, the date range is set to the first day of the current month through to today.
- Click one of the eight report cards. The selected card is highlighted with a gold border.
- The report loads below the card grid. A loading indicator appears while data is being fetched.
- Once loaded, the report displays as a table with sortable columns. Status fields are colour-coded:
- Green — Active, Completed, Current
- Yellow — Open, In Progress, Expiring Soon
- Red — Overdue, Expired, Cancelled
- If no data is available for the selected period, a message is displayed indicating that no records were found.
Viewing Totals¶
Reports that include numeric summaries display a totals row at the bottom of the table. This row shows aggregated figures such as total hours, total costs, or total counts for the selected date range.
11. Report Filters and Date Ranges¶
Date Range¶
All reports are filtered by a date range. The two date fields at the top of the Reports page control the period for every report you generate:
- From — the start date of the reporting period.
- To — the end date of the reporting period.
Default values are the first of the current month (From) and today's date (To). Adjust these before running a report to cover the period you need.
Changing the Date Range After Running a Report¶
If you want to view the same report for a different period:
- Update the From and/or To date fields.
- Click the same report card again to reload the report with the new dates.
Company Scope¶
All reports are automatically scoped to your company. You will only see data belonging to your organisation. There is no option to view data from other companies.
12. Exporting Report Data¶
CSV Export¶
After generating a report, you can export the data as a CSV file:
- Run the report you need (see Running a Report).
- Click the Export CSV button in the report header.
- Your browser downloads a CSV file containing the full report data for the selected date range.
The CSV file can be opened in spreadsheet applications such as Microsoft Excel, Google Sheets, or LibreOffice Calc for further analysis, charting, or sharing.
Closing a Report¶
To close the report view and return to the report card grid, click the Close button in the report header.
13. Key Metrics and KPIs¶
Between the Dashboard widgets and the Reports module, AXITRAQ provides visibility into the following key performance indicators:
Asset Metrics¶
- Total asset count (with breakdown by status: active, inactive, in maintenance, decommissioned)
- Asset utilisation hours and use session counts
- QR scan activity per asset
People Metrics¶
- Active employee headcount
- Hours worked (regular, overtime, travel, standby)
- Daily hour averages per employee
- Qualification expiry tracking
Maintenance Metrics¶
- Open and in-progress maintenance requests
- Upcoming and overdue scheduled maintenance
- Maintenance history and completion rates per asset
- Estimated maintenance costs
Inspection Metrics¶
- Inspection completion rates
- Pass/fail ratios over configurable lookback periods
- Checklist submission counts (inspection, prestart, post-stop)
Financial Metrics¶
- Combined spend summary (labour, materials, invoices) across configurable periods
- Job-level budget versus actual spend with percentage tracking
- Supplier spend rankings by invoice total
- Cost summary by job for any date range
Inventory Metrics¶
- Total parts and materials value on hand
- Inventory breakdown by category
- Low stock alerts (items below reorder level) with shortfall quantities
- Fuel holdings by asset with volume, value, and purchase cost history
Communication Metrics¶
- Unread notification count
- Unread internal message count
- Unread SMS message count with delivery status
14. Tips and Best Practices¶
Create purpose-built dashboard pages. Rather than placing every widget on one page, create separate pages for different roles or focuses. For example, a "Fleet" page for assets and maintenance, a "Finance" page for spend and budget tracking, and a "Team" page for employee and timesheet data.
Use accent colours to group related widgets. Assign similar colours to related widgets so you can visually scan your dashboard more quickly.
Set appropriate date ranges before running reports. Ensure the From and To dates cover the period you are interested in before clicking a report card. This avoids loading unnecessary data.
Use widget filters on inventory widgets. The Parts and Materials Value and Low Stock Alerts widgets support vendor, item type, age, and assignment filters. Narrow the data to what matters most, and use the filter badges to confirm which filters are active.
Review the Fuel Overview cost history. On the Fuel Overview widget, click the cost badge on any fuel item to open its purchase history. This helps you track fuel cost trends over time.
Export reports for offline analysis. Use the CSV export to bring report data into your preferred spreadsheet application. This is useful for creating custom charts, performing additional calculations, or sharing data with stakeholders who do not have AXITRAQ access.
Check the Maintenance Due widget regularly. Set the lookahead window to a period that matches your planning cycle (for example, 30 days). This ensures you have visibility into upcoming maintenance before it becomes overdue.
Keep the Quick Actions widget handy. Configure it with links to the pages you visit most often, such as adding a new asset, creating a job, or opening the messaging centre.
This manual applies to the AXITRAQ platform at axitraq.app. For further assistance, use the Help button on any page, contact Dash (AXITRAQ AI assistant), or email support through the Help modal.