Dashboard vs. Report Metrics
Understand the difference between dashboard KPI cards and the detailed reporting module, and when to use each.
Understand the difference between dashboard KPI cards and the detailed reporting module, and when to use each.
This guide clarifies the difference between the dashboard and the reporting module. You will learn what each is designed for, why the numbers may look different, and when to use one over the other.
The /dashboard page is your daily command center. It shows real-time
KPI cards with headline numbers:
The dashboard is designed for a quick pulse check. It answers "how are things right now?"
Screenshot: The dashboard page showing four KPI cards: Revenue Today, Jobs Scheduled, Outstanding Balance, and Upcoming Jobs.
The /reporting page is your analysis tool. It supports date range
filters, detailed tables, charts, exports, and drill-downs. Reports
answer "how did things go over a period of time?"
Key differences from the dashboard:
| Feature | Dashboard | Reports |
|---|---|---|
| Date range | Fixed (today/week) | Fully customizable |
| Data granularity | Summary cards | Row-level detail |
| Charts | Sparklines only | Full interactive |
| Export | Not available | CSV export |
| Drill-down | Links to pages | In-report filtering |
Animation: Switching from the dashboard view to the reporting module, showing how the same revenue number expands into a detailed chart and table.
The dashboard and reports use different default time windows. The dashboard's "Revenue" card may show today's total, while the reporting page defaults to the current month. Always check the date range when comparing numbers between the two.
Tip: When presenting numbers in a meeting, always use the reporting module with an explicit date range. This ensures everyone is looking at the same time window.
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