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Report: Shepherd's Overview

Screen: /dashboard/reports/roll-upUpdated 2026-10-08For: Staff / caseworker, Founder

What this screen is for

Screenshot of the report roll up screen at /dashboard/reports/roll-up, illustrating “What this screen is for”, with numbered callouts: 1. Shepherd's Overview.
Figure 1 — What this screen is for.

Shepherd's Overview (/dashboard/reports/roll-up) is the church's network view — who's carrying what, and how it's trending, at three altitudes that share the exact same chrome: Network → Group → Person. It's this suite's flagship report, and the first one listed on the Reports index.

What you see, in the screen's own labels

Screenshot of the report roll up screen at /dashboard/reports/roll-up, illustrating “What you see, in the screen's own labels”, with numbered callouts: 1. People; 2. Percentile.
Figure 2 — What you see, in the screen's own labels.
  • H1 reads "Shepherd's Overview." at all three levels — the parenthetical altitude tag ("(Network)", "(Group)", "(Person)") was dropped (RUN 192); the breadcrumb above the title and the trail line in the chrome below it say which altitude you're on instead. Each level's row name is itself the link down to the next altitude.
  • L1 (Network): a scorecard strip of alert tiles, a church-wide rate block (on-rhythm / reached-in-time / readable), and a table of every shepherd group with People / Flagged / Heaviest alert / On rhythm / Dir / 12-week sparkline / Percentile columns.
  • L2 (Group): the same chrome, narrowed to one group's people, plus a peer/benchmark table — Measure / This group / The church (all groups) / Dir / 12 weeks / Percentile. With only one group in the church, the page says so honestly rather than inventing a peer: "This church has one group, so there is no peer column and no percentile: the network average would be this group's own number written twice, and a percentile needs somebody to be a percentile of."
  • L3 (Person): the same chrome again, narrowed to one person, with their own Return Invite Follow-Up drift multiple spelled out: "Tiers, unchanged from Return Invite Follow-Up: starting to miss ≥1.75× · away longer than usual ≥2.5× · away much longer than usual ≥3.5×."
  • Percentile marks are colour-banded (top = moss, upper = a lighter tone, lower = amber, bottom = rust) with a left border, and read a full fraction, not just a number — e.g. rank/of.

What to do

Screenshot of the report roll up screen at /dashboard/reports/roll-up, illustrating “What to do”, with numbered callouts: 2. Margaret Ellison.
Figure 3 — What to do.
  • Start at Network, scan the table for the heaviest alert in each group, and click a group's name to drop to Group level for that group's own detail.
  • At Group level, use the peer table to see how this group compares to the church as a whole — or read the honest single-group note if your church only has one group yet.
  • At Person level, read the drift multiple against the same thresholds Return Invite Follow-Up uses, so the two reports never disagree about the same person.
  • Follow a row name down, not a separate "view" button — the row itself is the link at every altitude.

What NOT to do

Screenshot of the report roll up screen at /dashboard/reports/roll-up, illustrating “What NOT to do”, with numbered callouts: 1. DON'T — Key — every mark on this page.
Figure 4 — What NOT to do.
  • Don't compare a percentile across churches with different group counts without reading the peer table's own caveats — a percentile needs real peers to mean anything, and the report says so plainly when there aren't any.
  • Don't skip the Key. Because Shepherd's Overview carries the most mark types of any report in the suite (severity dots, direction arrows, sparklines, percentile bands), reading its Key first pays off more here than anywhere else.

When something goes wrong

Screenshot of the report roll up screen at /dashboard/reports/roll-up?demo=clear, illustrating “When something goes wrong”, with numbered callouts: 1. Nobody needs a return invite.
Figure 5 — When something goes wrong.
  • A group or person has no peers to rank against: "This church has one group, so there is no peer column and no percentile…" — not an error, a fact about the church's current size.
  • No history yet for a sparkline week: the sparkline shows a break at that week rather than bridging it, with a caption like "{n}/{weeks} blank."