Table of Content
Introduction
Daily Routes report displays detailed information about daily routes of supervisor and entire subordinate team:
- number of planned, actual and unscheduled visits,
- amount of goods sold, ordered, paid for.
By default, report for supervisor is built for a week for all subordinate employees, except for the supervisor himself.
Calling dialog form: 
> Reports > Visits plans
To set the reporting period/date, click 
, select a date or specify the beginning and end of the period.
To select specific subordinate employees to display, click 
and set the flags next to the desired entries.
To display the information in the report not in monetary terms, but in quantitative terms (how many units of goods were sold or ordered), click 
and choose Amount.
To update the data in the report, click 
.
Header
Heading part displays the names of routes and the period for which the report is being built.
Data in the report is grouped by date.
Table
Title | Description |
|---|---|
| Route | Subordinate employee |
| Visits | Number of visits made on a date or period:
|
| Sold, currency/amount | The amount or number of shipments for the period minus refunds for the period (according to the documents Shipment). |
| Ordered, currency/amount | The amount or number of orders for the specified period (according to the documents Order). |
| Shipped, % | The percentage of orders delivered (the ratio of the amount of orders collected to the amount of shipment based on them). If the information in the report is displayed in quantitative equivalent, the column is not displayed. |
| Returned, currency/amount | The amount or quantity of the returned goods (according to the documents Return). |
| Paid | The amount from the Receipt Cash Order document for the specified period (when displaying the amount is hidden). |
Clicking on the route name opens the Visits report for the selected route and date.