Data Dashboard Overview

access level data processor (full access), payroll advisor (edit), manager (full access) module data the data dashboard is the primary working interface for users managing customer information and data related tasks it features a dynamic list that helps users quickly prioritize their workload and an advanced filtering system to manage which items appear navigation indicator the data dashboard navigation bar displays a small number next to the module name when tasks have been assigned to you this indicates how many tasks require your attention customer requests this section displays all customer requests, including ach setup or updates certificate requests direct deposit setup or updates (not live) employee onboarding separation notices w 4 submissions new client creation requests a numeric value next to each tab name indicates the number of active requests for that category search functionality the data dashboard search bar provides flexible searching capabilities search by customer name, id, or other identifiers special characters are automatically ignored for better search results searches are case insensitive partial matches are supported ℹ️ note the search function now ignores special characters and symbols when searching by name, making it easier to find records regardless of how they were entered examples searching "o'brien" and "obrien" will return the same results "smith & sons" can be found by searching "smith sons" filtering by default, each list is sorted by service tier in the following order enterprise , whiteglove , and express for the new client and employee onboarding tasks, requests marked as expedited will appear at the top, followed by the remaining tasks sorted by their respective service tiers located directly beneath the tabs, the filtering area allows users to refine the list by client name – type the customer's business name to search 📌 tip the search bar automatically ignores special characters and symbols, making it easier to find customers even if you're unsure of exact formatting status – use dropdown to filter by one or multiple request statuses new requests that are not in progress in progress requests that users are currently processing completed requests already completed cancelled requests that were marked as rejected client status – filter customers by " new client " or " active " using dropdown active clients currently running payroll with completed first check date new client recently onboarded clients with future first check date created at – select date range using calendar pop up to filter by creation date action buttons to the right of the filtering area, users will find several action buttons show/hide columns – customize which columns appear in your view save filters – save your current filter setup for future use delete filters – remove any saved filters no longer needed 📌 tip create different combinations of filters for easier management and update them as needed ℹ️ note to learn more about managing columns, refer to the prospect list, column organization section under the leads module prospect list navigation below the action buttons , users can navigate through the list of customer requests using the pagination arrows at the top of the table the list includes key details such as customer's business name current status type of request due date 🚀 quick action select the paper with magnifying glass icon (far left) to open the customer's lead card profile under the general tab request task preview when a user selects a task assigned to them, a pop up window will appear the layout of the pop up may vary slightly depending on the type of request, but all requests typically include a mark in progress button an attempt automation button preview of the request in pdf format or through informational fields some tasks may also include additional options a reject button to decline the request a complete button to finalize the request these action buttons are located at the bottom of the pop up window notes & activities inside each task, the notes & activities tab provides detailed information chronological record of all activities related to request system generated logs showing when request was created and assigned records of who made changes or took actions on request timestamps for each activity and request received sorting options to organize entries by date users can add internal notes by typing into the text field and selecting the add note button ⚠️ warning notes added here do not trigger direct notifications to other users and cannot be viewed outside of the task itself they are only visible within the notes & activities tab of the specific task troubleshooting & escalation common issues navigation number not updating symptoms task count shows incorrect number or doesn't decrease possible causes browser cache showing old count tasks assigned to different user page refresh needed system sync delay resolution steps refresh browser (f5 or ctrl+r) log out and back in verify task assignment in list wait 2 minutes for system update cannot see expected tasks symptoms tasks missing from dashboard possible causes active filters hiding tasks tasks assigned to another user status filter excluding items wrong tab selected resolution steps clear all filters and search again check each tab for the task verify with team lead about assignment try searching by customer name filter combinations not working symptoms multiple filters showing no results possible causes conflicting filter criteria date range too narrow status mismatch with other filters saved filter corrupted resolution steps clear filters and apply one at a time broaden date range selection delete and recreate saved filters check filter logic for conflicts pop up window not loading symptoms clicking task doesn't open preview possible causes pop up blocker active javascript disabled session timeout browser compatibility issue resolution steps disable pop up blocker for januscrm try different browser (chrome recommended) clear cookies and cache check internet connection stability when to retry vs escalate retry these actions 🔄 browser refresh (wait 2 minutes) 🔄 clear filters and reapply 🔄 different browser attempt 🔄 log out/in cycle escalate immediately for 🚨 no tasks visible for any user 🚨 system error messages appearing 🚨 cannot complete any tasks 🚨 data corruption warnings escalation process level 1 team lead/manager task assignment questions priority clarifications workflow guidance permission issues level 2 it help desk system wide task visibility issues database errors integration failures performance problems how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include task type, customer name, error messages screenshot the dashboard with filters shown note number of affected tasks next steps after familiarizing yourself with the data dashboard , explore specific task types ach process ach requests certificates handle certificate requests employee onboarding process new employee applications separation notice manage employee terminations w 4 update tax withholding information new client set up new customers 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels