New Reporting

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Time by team member
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Caleb Harvey1057h 0m
Recent time entries
Last 10
DateDescriptionWhoDurationStatus
5 Feb 2026- Investigated incorrect month ordering in financial-year reports - Identified FileMaker month-only comparisons as the cause of the error - Fixed logic to compare full dates (year + month) - Corrected January and February placement within July–June financial years - Updated all reporting queries to use the corrected date logic - Rebuilt JSON exports to reflect accurate financial-year grouping - Verified historical data now appears in the correct months - Ensured all franchisee KPI and revenue charts use the corrected date systemCaleb Harvey1h 0minvoiced
29 Jan 2026- Audited the existing FileMaker calculation logic used for time-based KPIs. - Identified that values were being calculated using total elapsed time, which incorrectly includes overnight and inactive periods - Rebuilt the calculation logic to count business hours only - Updated all FileMaker scripts and JSON exports to use the corrected time logic. - Verified calculations against known working-hour scenarios.Caleb Harvey2h 0minvoiced
27 Jan 2026- Built and finalised the multi-franchise revenue line graph showing - Total dollar value of jobs won - Displayed across the financial year (July - June) - One line per franchisee - Implemented consistent KPI dashboard theming so the revenue chart visually matches the operational KPI dashboards. - Built the Top-3 Franchisee Leaderboard - Aggregates total revenue per franchisee for the financial year - Automatically ranks all franchisees - Displays the top three performers with their total revenue values - Ensured all values are calculated from the same JSON data source used by the KPI dashboards, guaranteeing consistency between operational and financial reporting. - Optimised charts to display correctly inside FileMaker Web Viewers.Caleb Harvey3h 30minvoiced
23 Jan 2026- Add new record to find table for outbound calls, signed referrers, and customer request average response time - Apply these into a new JSON variable against each of the franchisees local storage packets - Use the web viewers mapped out to display this data successfully - Add placeholder data to the two remaining reports and allow access to head office on this page - SuccessCaleb Harvey3h 30minvoiced
22 Jan 2026- Start development of the head office overview page - Utilise new scripting method to pull data through from existing cache calls for each individual franchisee - Loop the filemaker script when on this page to perform each franchisees data calls and save this to the cache - Add in the web viewers for data already contained and substitute in the correct variable calls for the web viewer to make - Map out the remaining web viewers - SuccessCaleb Harvey7h 45minvoiced
20 Jan 2026- Create the ability to run these finds using the selected franchisees data records - Add a selector to change between franchisee views - Updating the script to hold the selected franchisees ID inside the cache - Pull through data from this ID's stored JSON in the local variable - Test swapping franchises with success - Add in system to load the data in the background while viewing perviously cached data - SuccessCaleb Harvey7h 15minvoiced
19 Jan 2026- Fill out the different records for the different web viewers on the initial franchisee view of the dashboard - The first record contains the method and retrieval for the outbound calls - The second record contains the finds for the monthly meetings - The third record contains all the finds for the table of all other calls on this page, inbound calls, inbound emails, outbound emails, etc - Use the table web viewer as the controller and set the results into the local storage - Data displaying correctly - SuccessCaleb Harvey8h 0minvoiced
16 Jan 2026- Build out the report template tables for the dashboard report - Link the subtables up that will loop in the scripting to perform multiple finds - Have fields for the find when 0 or multiple that will evaluate on completion of the find request - Add the label for the json - Test script that runs the table loop performing finds to see it working successfully on the server and setting the local storageCaleb Harvey8h 0minvoiced
15 Jan 2026- Design and implement new method to store results in users local cache so no weight is added to the database file - Code the method to retrieve these local variables and use them in the web viewer for displaying the data - Use one web viewer as the controller and set the rest to listen to the local storage for changes and update accordinglyCaleb Harvey8h 0minvoiced
9 Jan 2026- Design the new reporting framework methodology and baseline code for displaying the dataCaleb Harvey8h 0minvoiced
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