Round Detail View
What the round details popup shows, how to read the health bar, and where to find the jobs attached to the round.
Click any round on the list to open its details popup. This is the quickest place to judge whether the round is healthy, how much work is sitting in it, and which jobs belong there.
The Details Tab
The details tab opens first and keeps the round stats visible across the top. Those headline figures are there so you can decide quickly whether the round needs attention before digging into the jobs themselves.
- Balance: The running balance connected to the jobs inside the round.
- Value: The combined live value of those jobs.
- Job Count: How many jobs are currently attached to the round.
- Health Report: The overdue percentage for active jobs in the round.
Round Details Section
- Name: The saved round name.
- Business: Shown when your account can view more than one business, so you know exactly where the round belongs.
- Status: Tells you whether the round is active or archived.
- Color: The exact saved round colour.
- Dates: Created and updated dates help you spot whether the round is brand new or recently changed.
The Jobs Tab
Switch to Jobs when you want to work through the jobs attached to the round. The jobs table inside the popup gives you the same kind of operational view you would expect elsewhere, but already filtered down to that round.
Main Action
Use Edit when the round itself needs changing. If the issue is the order of stops rather than the details shown here, go back to the Rounds list and use Reorder jobs.
If your role doesn't include View Prices and Balances, the round's balance and value are left out. See Editing a Role.
Related articles
- Rounds List: Covers how you get into this popup and what the list itself tells you.
- Editing a Round: Use this when the details shown here need updating.
- Reordering Jobs in a Round: Covers changing the stored stop order inside the round.