The Payment Calendar Insights provides users with a visual daily breakdown of data based on the selected filters from the Calendar dropdown. The calendar is used to help users quickly identify trends, activity levels or groupings on specific days, offering a clear overview of workload or patterns at a glance.
Payment Calendar Insights
Payment Calendar Insights
The Payment Calendar Insights are located at the bottom of the Pay Dashboard.
Calendar Filter
As additional filters are created, users will be able to use the dropdown to select and switch between different calendar filters within the PAY dashboard.
Monthly Period
By default, the calendar displays the current month. Users can navigate through monthly periods using the arrow controls to explore data across different time periods.
All Work/My Work Toggle
The All Work/My Work toggle lets users switch between viewing data metrics for all users or just their own, providing a personalized or full-team view depending on the selection.
Data Type
Data Type: Task Filter
The Data Type Task filters let users view daily counts for key metrics, including:
- Drafts Started
- Drafts Completed
- Paysheets Invoiced
- Variances Created
- Variances Reconciled
- Batches Completed
Users can customize the calendar view by selecting or deselecting the metrics they want to display in the breakdown field list.
Data Type: Payments Filter
The Data Type Payments filters let users view daily counts for key metrics, including:
- Batched
- Estimated (Quantity and Amount)
- Paid
Users can customize the calendar view by selecting or deselecting the metrics they want to display in the breakdown field list.