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Reports & dashboards

See what matters. Act with clarity.

Bring operations, recruitment, compliance and shift finance into focus so your team can spend less time piecing the picture together.

StaffAxis /Agency overview Your workspace
Your agency, at a glance

Good morning, Sophie ✳

You’re up to date
Shifts this week128Across your clients
Cover confirmed116/128Ready for the week
To review12Let’s keep work moving
Your working weekShift activity
400300200100
M
T
W
T
F
S
S
Next up
Review open shifts4 bookings need cover
Check renewals3 records to review
Approve timesheets5 ready for review

Illustrative product screen · sample information

Give everyday decisions a clearer starting point.

An agency’s position changes throughout the day. Open work, recruitment activity, compliance reviews and financial questions can all compete for attention. StaffAxis brings operational summaries and detailed reporting into the same wider platform, giving colleagues a place to begin before exploring the underlying work.

Use dashboards to understand what needs attention, then move into the records or reports relevant to your responsibility. Date, branch and access arrangements help the office focus its view without treating one headline figure as the whole story.

What your team can do with reports & dashboards

An operational starting point

Review the agency’s working picture through dashboard summaries. Recruitment, staff, client and shift information can support a more organised start to the day than opening each area without a sense of priority.

Allocation and availability reporting

Explore the work being planned and the people available to support it. Detailed reports help colleagues investigate the pattern behind an overview and prepare more useful planning conversations.

Attendance and timesheet views

Review recorded attendance and timesheet progress as part of understanding delivered work. The team can distinguish planning activity from work that has reached review or approval.

Financial visibility

Use shift-finance views to consider client charges, employee costs and revenue. A clear reporting period helps the team discuss the results associated with the work rather than comparing unrelated dates.

Business development and tasks

Follow lead activity, client onboarding and the progress of everyday actions through the relevant dashboards. The wider picture includes both building relationships and completing the work that keeps the agency moving.

Views aligned to responsibility

Use branch, date and permission arrangements to focus on the information relevant to the person reviewing it. Different colleagues can work from the same platform while carrying out different responsibilities.

A branch review with more context.

A manager is reviewing the coming week and the previous period’s delivery. The operational picture highlights open shifts and items needing review, while reports provide more detail about allocation and timesheets. Finance views add the commercial context, giving the branch a more joined-up conversation about what needs to happen next.

Illustrative working-day example.

A connected workflow, step by step

Review the overview

Start with the dashboard relevant to your role and the period you want to understand. Use it to identify the area that needs a closer look rather than treating the summary as the final answer.

Explore the detail

Explore the associated report or records. Check the dates, branch and underlying work so the team understands the context behind the headline information.

Decide the next step

Agree the next action and return to the relevant workflow. A report is most useful when it supports a decision, a follow-up or a clearer conversation between colleagues.

Your questions, answered

Date views support reporting across different periods.

Keep your agency connected

Branches & franchises

Organise your agency across branches and franchise relationships, with the visibility and access your teams need.

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Finance & invoicing

Keep client charges, employee costs and revenue in view, then manage invoices and payment progress with confidence.

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Compliance & documents

Keep staff documents, right-to-work records and compliance progress in view. Help your team see what needs their attention next.

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Bring your agency’s working day together

Explore StaffAxis with a walkthrough built around your people, your clients and the work you want to make easier.

Book your StaffAxis demoYour agency. Your questions. A clearer next step.