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Booking Dashboard

Source: Home_Screen_Bookings_Team Page URL: https://creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Page:Home_Screen_Bookings_Team

Page input params: filtered_month, filtered_year, month_number, year_number (string/int, defaulted by the page-load logic below).

Booking Dashboard

Page Load Logic​

  • If input.filtered_year is blank, defaults it to zoho.currentdate.getYear()
  • If input.filtered_month is blank, defaults it to the current month name (zoho.currenttime.getMonth() - 1 index into a January–December list)

This means the dashboard always has a month/year to filter the bottom tables by, even before the Filter_Lead_Source form is touched.

Full-width search box at the top of the page. Results open the Claim_Form_Report in a new window.

  • Placeholder: "Search Driver name, Phone, File Number OR Driver Registration"
  • Report: Claim_Form_Report
  • Criteria: File_Number.contains(input.searchString) || Driver_Name.first_name.contains(input.searchString) || Driver_Name.last_name.contains(input.searchString) || Customer_Registration.contains(input.searchString) || Driver_Phone.contains(input.searchString) || Owner_Phone.contains(input.searchString) || At_Fault_Registration.contains(input.searchString) || At_Fault_Owner_Number.contains(input.searchString) || At_Fault_Phone_Number.contains(input.searchString) || At_Fault_Party_Claim.contains(input.searchString) || Lead_Source_Reference.contains(input.searchString) || Add_Job_1.Rental_Vehicle_Registration.contains(input.searchString) || Add_Job_2.Rental_Vehicle_Registration.contains(input.searchString) || Add_Job_3.Rental_Vehicle_Registration.contains(input.searchString)

Action Buttons​

Row — Claim actions​

Button textActionTargetLink nameParameters
Create a New ClaimOpenFormnew-windowClaim_FormPage_View=d
Add Quick LeadOpenFormsame-windowAdd_Quick_Leadzc_LoadIn=dialog
AAC - CancelledOpenFormsame-windowAAC_CancelledPage_View=d&zc_LoadIn=dialog

Row — Cross-app shortcuts​

Button textActionAppLink nameTarget
On HireOpenReportlogistics-appOn_Hiresame-window
Recto + PRIOpenReportlogistics-appAll_Clientssame-window
Rectification RequestOpenFormthisappRectification_Requestpopup

Embedded Reports & Chart​

ElementTypeLink name
ReportZoho report gridValidations_Task_Count
Report 1Zoho report gridJobs_Booked_by_Bookings_Coordinator
Report 2Zoho report gridNew_Jobs_Claims_Consultants
Chart 1Column chartunderlying report Rental_Agreement_11 (form Claim_Form)
Report 3Zoho report gridReferral_Commission_Report
Report 4Zoho report gridClaim_Type_Created_by_Month

Chart 1:

  • Shows: column chart — X-axis Assigned_Booker1.Crash_Claim_Email (title "Assigned Booker"), Y-axis count:File_Number (title "Jobs Assigned")
  • Form: Claim_Form
  • Criteria: Date_Created in this month

Month/Year Filter Form​

Filter_Lead_Source form — feeds the page's filtered_month/filtered_year input variables (Month_field=${filtered_month}|Year_field=${filtered_year}) used by the tables below.

Team Performance Tables (html_snippet105 — "UK Dashboard")​

Custom Deluge-rendered HTML block. Computes start_of_month/end_of_month from input.filtered_month/input.filtered_year (defaults to current date if blank), then builds 4 tables:

  1. BOOKINGS – ASSIGNED TO — columns: Assigned To, Assigned (Month), Booked, Booked %, Bums on Seats, BOS % + TOTAL row.
    • Source: Claim_Form records where Date_Created >= start_of_month && Assigned_Booker1 != null, grouped by Assigned_Booker1.
    • "Booked" = Add_Job_1.Hire_Status1 != "Pending". "Bums on Seats" (bos) additionally excludes Claims_Management_Form.Status in Cancel/Rejected/Declined.
  2. BOOKINGS – BOOKING COORDINATOR — same metrics grouped by Booking_Coordinator instead of Assigned_Booker1.
  3. CONSULTATION – CLAIMS CONSULTANT — columns: Claims Consultant, Booked Jobs, Completed, Completed % (grouped by File_Handler_Test, filtered on Job_Taken_On1 >= start_of_month). "Completed" excludes Hire_Status1 in Pending/Booked.
  4. LEADS – AT FAULT LEADS — single row for Lead_Source_Name == "Car Accident Support - At Fault ": Leads Received vs Leads Booked (booked excludes Hire_Status1 in Pending/Cancel), filtered on Job_Taken_On1 >= start_of_month.

Lead Source Performance Table (html_snippet106)​

Calls custom function thisapp.home_screen_bookings_team.lead_source_performance_table_data(input.filtered_month, input.filtered_year), which returns:

  • lead_source_header — table title
  • lead_source_data — list of rows: Month, Lead Source, Total Jobs Completed, Cancelled Jobs Third Party, Cancelled CBR Jobs, Third Party, CBR
  • lead_source_total_data — aggregate totals for the same columns (TOTAL row)

Panel Criteria (detail)​

Each panel below is a KPI tile from the dashboard — source form, what it displays, its raw criteria, the linked report, and the filter passed to that report.

1. New Claims​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "New Claim"
  • Report: New_Claims_Report
  • Report filter: (no parameters passed — opens New_Claims_Report at its own default/saved view, not filtered to this tile's count)

2. New Leads​

  • Form: Add_Quick_Lead
  • Display: Count — thisapp.Add_Quick_Lead.ID.count
  • Criteria:
    • Status == "New Lead"
  • Query passing to report:
    • Status=New Lead
  • Report: New_Leads_Report
  • Report filter: same as "Query passing to report" above (Status=New Lead)

3. New ACH Emails​

  • Form: ACH_Lead
  • Display: Count — thisapp.ACH_Lead.ID.count
  • Criteria: Status == "New ACH Lead" || Status == "Duplicate Lead"
  • Report: New_ACH_Lead_Report
  • Report filter: (no parameters passed — opens New_ACH_Lead_Report at its own default/saved view, not filtered to this tile's count)

4. Pending Validation​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "Pending"
  • Report: Pending_Validation
  • Report filter: (no parameters passed — opens Pending_Validation at its own default/saved view, not filtered to this tile's count)

5. Pending Further Investigation​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "Pending Further Investigation"
  • Report: Pending_Further_Investigation
  • Report filter: (no parameters passed — opens Pending_Further_Investigation at its own default/saved view, not filtered to this tile's count)

6. Red Flag Jobs (not booked)​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "Red Flag Job – Pending Validation"
    • Add_Job_1.Hire_Status1 == "Pending"
  • Report: Red_Flag_Jobs_Not_Booked
  • Report filter: (no parameters passed — opens Red_Flag_Jobs_Not_Booked at its own default/saved view, not filtered to this tile's count)

7. On Hold (Not Booked)​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "On Hold"
    • Add_Job_1.Hire_Status1 == "Pending"
  • Report: On_Hold_Not_Booked
  • Report filter: (no parameters passed — opens On_Hold_Not_Booked at its own default/saved view, not filtered to this tile's count)

8. Pending Booking​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "Accepted"
    • Add_Job_1.Hire_Status1 == "Pending"
    • External_Client_Repairer is null
  • Report: Pending_Booking
  • Report filter: (no parameters passed — opens Pending_Booking at its own default/saved view, not filtered to this tile's count)

9. Red Flag Bookings​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "Red Flag Job – Pending Validation"
    • Add_Job_1.Hire_Status1 == "Booked"
  • Report: Red_Flag_Bookings
  • Report filter: (no parameters passed — opens Red_Flag_Bookings at its own default/saved view, not filtered to this tile's count)

10. On Hold Bookings​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "On Hold"
    • Add_Job_1.Hire_Status1 == "Booked"
  • Report: On_Hold_Bookings
  • Report filter: (no parameters passed — opens On_Hold_Bookings at its own default/saved view, not filtered to this tile's count)

11. Booked Jobs​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted == "Accepted"
    • Add_Job_1.Hire_Status1 == "Booked"
  • Report: Booked_Jobs
  • Report filter: (no parameters passed — opens Booked_Jobs at its own default/saved view, not filtered to this tile's count)

12. Rescheduled Jobs​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Is_Claim_Accepted == "Rescheduled"
    • Accept_Terms_Conditions1 == false
  • Report: Rescheduled_Jobs1
  • Report filter: (no parameters passed — opens Rescheduled_Jobs1 at its own default/saved view, not filtered to this tile's count)

13. Awaiting Cancellation Approval​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Is_Claim_Accepted == "Awaiting Cancellation Approval"
  • Query passing to report:
    • Is_Claim_Accepted=Awaiting Cancellation Approval
  • Report: Claim_Form_Report
  • Report filter: same as "Query passing to report" above (Is_Claim_Accepted=Awaiting Cancellation Approval)

14. New Jobs Today​

  • Form: Add_Job (logistics-app)
  • Display: Count — logistics-app.Add_Job.ID.count
  • Criteria:
    • Delivery_Date_Time is today
  • Query passing to report:
    • Delivery_Date_Time_op=32
  • Report: Movements_Report
  • Report filter: same as "Query passing to report" above (Delivery_Date_Time_op=32)

15. Rental Only External Repairs waiting for booking​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Claim_Type1 == "Rental Only"
    • External_Client_Repairer == "Waiting For Booking"
    • Claims_Management_Form.Status != "Cancel"
    • Claims_Management_Form.Status != "Declined"
    • Claims_Management_Form.Status != "Rejected"
  • Report: External_Repairs_Awaiting_Booking
  • Report filter: (no parameters passed — opens External_Repairs_Awaiting_Booking at its own default/saved view, not filtered to this tile's count)

16. Jobs Booked Today​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Booking_Date == today
  • Report: Jobs_Booked_Today
  • Report filter: (no parameters passed — opens Jobs_Booked_Today at its own default/saved view, not filtered to this tile's count)

17. Claims Rejected Today​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Claims_Management_Form.Cancel_Date == today
    • Claims_Management_Form.Status == "Rejected"
  • Report: Claims_Rejected_Today
  • Report filter: (no parameters passed — opens Claims_Rejected_Today at its own default/saved view, not filtered to this tile's count)

18. Claims Cancelled Today​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Claims_Management_Form.Cancel_Date == today
    • Claims_Management_Form.Status == "Cancel"
  • Report: Claims_Cancelled_Today
  • Report filter: (no parameters passed — opens Claims_Cancelled_Today at its own default/saved view, not filtered to this tile's count)

19. Pending Rectification Request​

  • Form: Rectification_Request
  • Display: Count — thisapp.Rectification_Request.ID.count
  • Criteria:
    • Status == "Pending"
  • Report: Pending_Rectification_Requests
  • Report filter: (no parameters passed — opens Pending_Rectification_Requests at its own default/saved view, not filtered to this tile's count)

20. Ready for Delivery​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Claims_Management_Form.Ready_for_Delivery == "Yes"
  • Report: Ready_for_Delivery
  • Report filter: (no parameters passed — opens Ready_for_Delivery at its own default/saved view, not filtered to this tile's count)

21. Bookings Follow-Ups​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Claims_Management_Form.Status != "Cancel"
    • Claims_Management_Form.Status != "Cancelled / On Hire"
    • Claims_Management_Form.Status != "Declined"
    • Claims_Management_Form.Status != "Rejected"
    • Claims_Management_Form.Status != "Rejected / On Hire"
    • Accept_Terms_Conditions1 == false
    • Is_Claim_Accepted != "Declined"
    • Add_Job_1.Hire_Status1 != "On Hire"
    • Add_Job_1.Hire_Status1 != "Off Hire"
    • Job_Taken_On1 is null
    • Booking_Date is null
    • Delivery_Date is null
  • Report: Booking_Follow_Ups
  • Report filter: (no parameters passed — opens Booking_Follow_Ups at its own default/saved view, not filtered to this tile's count)

22. My Bookings​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria: same as Bookings Follow-Ups (#21), plus:
    • Assigned_Booker1.Crash_Claim_Email.contains(zoho.loginuserid)
  • Report: My_Booking_Follow_Ups
  • Report filter: (no parameters passed — opens My_Booking_Follow_Ups at its own default/saved view, not filtered to this tile's count)

23. Assigned Bookings Follow-Ups​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria: same as Bookings Follow-Ups (#21), plus:
    • Assigned_Booker1.Crash_Claim_Email is not null
  • Report: Assigned_Booking_Follow_Ups
  • Report filter: (no parameters passed — opens Assigned_Booking_Follow_Ups at its own default/saved view, not filtered to this tile's count)

24. Open Tasks​

  • Form: Outstanding_Tasks
  • Display: Count — thisapp.Outstanding_Tasks.Open_Tasks
  • Criteria: (no filter — direct field count)
  • Query passing to report:
    • Status=Open
  • Report: Task_List
  • Report filter: same as "Query passing to report" above (Status=Open)

25. Pending Tow Booking​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria:
    • Claims_Management_Form.Tow_Booking_Requested_Date is not null
    • Claims_Management_Form.Tow_Booking_Completed_Date is null
  • Report: Pending_Tow_Bookings
  • Report filter: (no parameters passed — opens Pending_Tow_Bookings at its own default/saved view, not filtered to this tile's count)

26. Overdue Tasks​

  • Form: Outstanding_Tasks
  • Display: Count — thisapp.Outstanding_Tasks.ID.count
  • Criteria: Assigned_To == zoho.loginuser || Assigned_User.Crash_Claim_Email.contains(zoho.loginuserid) && Status == "Overdue"
  • Query passing to report:
    • Status=Overdue
  • Report: Task_List
  • Report filter: same as "Query passing to report" above (Status=Overdue)

27. Lead Source Referral Commission​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria: Offer_Details.Referral_Status == "NOT YET BOOKED/ON HOLD" || Offer_Details.Referral_Status == "JOB BOOKED & TAKEN ON" || Offer_Details.Referral_Status == "NOT YET GOOD TO PAY" || Offer_Details.Referral_Status == "GOOD TO PAY" || Offer_Details.Referral_Status is null || Offer_Details.Referral_Status == "PAID / PROBLEM FILE" || Offer_Details.Referral_Status == "OLD FILES NOT TO BE PAID UNLESS APPROVED" && Lead_Source1.Lead_Source_Name == "CC Network" || Lead_Source1.Lead_Source_Name == "Instant Marketing" || Lead_Source1.Lead_Source_Name == "Newcastle" || Lead_Source1.Lead_Source_Name == "Company Referral - Ash" || Lead_Source1.Lead_Source_Name == "CBR Auburn Referral"
  • Report: Active_Referral_Commission_Report
  • Report filter: (no parameters passed — opens Active_Referral_Commission_Report at its own default/saved view, not filtered to this tile's count)

28. Lead Source Referral Commission - Approved For Payment​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria: Lead_Source1.Lead_Source_Name == "CC Network" || Lead_Source1.Lead_Source_Name == "Instant Marketing" || Lead_Source1.Lead_Source_Name == "Newcastle" || Lead_Source1.Lead_Source_Name == "Company Referral - Ash" || Lead_Source1.Lead_Source_Name == "CBR Auburn Referral" && Offer_Details.Referral_Status == "GOOD TO PAY" && Offer_Details.Date_Paid1 is null
  • Query passing to report:
    • Offer_Details.Referral_Status=GOOD TO PAY
    • Offer_Details.Date_Paid1_op=29
  • Report: Active_Referral_Commission_Report
  • Report filter: same as "Query passing to report" above (Offer_Details.Referral_Status=GOOD TO PAY&Offer_Details.Date_Paid1_op=29)

29. Lead Source Referral Commission - Paid This Month​

  • Form: Claim_Form
  • Display: Count — thisapp.Claim_Form.ID.count
  • Criteria: Lead_Source1.Lead_Source_Name == "Instant Marketing" || Lead_Source1.Lead_Source_Name == "CC Network" || Lead_Source1.Lead_Source_Name == "CBR Auburn Referral" || Lead_Source1.Lead_Source_Name == "Company Referral - Ash" || Lead_Source1.Lead_Source_Name == "Newcastle" && Offer_Details.Date_Paid1 in this month
  • Query passing to report:
    • Offer_Details.Date_Paid1_op=45
  • Report: Master_Referral_Commission_Report
  • Report filter: same as "Query passing to report" above (Offer_Details.Date_Paid1_op=45)