Table of Content
Introduction
Documents Report displays detailed information about documents created by employee, as well as outlets where they were created.
By default, report is built for current day.
Calling dialog form: > Reports > Documents
Report Fields
Header part
Header part displays name of route and period for which report is being built.
Table part
Title | Description |
---|---|
For Outlets | |
Status | Result of visit that was selected by user at the end of the visit to Point of Sale. If Point of Sale was not visited, a dash is placed. |
Date / Outlet | Grouped information is displayed by dates and names of Outlets. |
When | Start time of visit. |
Time / Amount | Duration of visit (in minutes). |
GPS, meters | Information about correspondence of coordinates of visit with reference coordinates of Point of Sale:
Number inside marker is the value of the coordinate deviation (in meters). |
For Documents | |
Status | Document statuses:
For Outlets visited outside the route, indicator is not filled in. |
Date / Outlet | Name and number of document. Name of template is displayed for questionnaires. For drafts of documents, a mark is displayed that this is a draft. When you click on a document link, its contents are displayed. |
When | Time when document was created. |
Amount | Amount of document (for those types of documents for which it makes sense). |
Data selection and report period
To set reports period / date, click
To display data on specific point of sale in report, click , select Outlets, and then desired entry.