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Manager Daily View

The Manager Daily View is a daily operations dashboard for team leads. It shows the team's pending work, case aging, activity, and completion ratio.

Filters

Use the controls at the top of the page:

  • Process — restrict the view to one process.
  • Date range — choose the day or period.
  • Team — restrict the view to selected users.

Filters combine: a date range plus a process plus a team returns only the work that matches all three.

Cards

Card What it shows
To-Do Work waiting to be done
Paused Cases Cases currently paused
Completed Cases Cases completed in the period
Total Worked Total work recorded in the period
Active Users Users active in the period

Charts and tables

Section What it shows
Task Worked On Today Tasks with activity today
To-Do Cases Aging How long pending cases have been waiting
User Activity Per-user tasks worked on, cases in progress, and last action
Completion Ratio Completed work against the configured target
Cases Status Case number, name, creation date, days open, status, current user, and current task

How to use it

  1. Start with To-Do and To-Do Cases Aging to find work that is piling up.
  2. Use User Activity to see who is working on what and who may need help.
  3. Check Completion Ratio against the target.
  4. Open a case from Cases Status or use the audit Explorer to investigate.

Notes

  • The page is read-only.
  • Counts and charts respect the process, date, and team filters.
  • If a filter returns nothing, widen the date range or clear the team filter.