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Reports > Working days

Introduction

Reports Agent's Working Day is a comprehensive and detailed cross-section of information about all operations of field staff with a mobile application.
Report displays the results of visits to clients, timings and operations performed, and other information.

Employee totals

By default, the first screen of the report displays summary information for all agents, allows you to evaluate the indicators when "looking from above" and select the employee of interest to view detailed information.

Attributes of the Employee totals list

Title	Description
Employee	Full name of the employee who created the document on the mobile device.
Route	Login of the employee who created the document on the mobile device.
Classifier (one or more)	Classifiers of employees
Days	Number of days for which data from the employee is present in the system.
Visits	Total number of completed visits to clients.
Phone Visits	Number of visits made using the function Visits by phone.
Real Visits	Number of real visits to the points of sale.
Orders	Number of collected Orders & Pre-orders documents.
Orders amount	Amount according to Orders documents collected from customers.
Cash Receipt Orders	Number of collected Receipt cash orders documents.
Cash Receipt Orders amount	Amount according to Cash Receipt Orders documents collected from customers.
Merchandisings	Number of documents Merchandizings.
Refunds	Number of documents Refunds.
Refunds amount	Amount according to Refund documents collected from customers..
Tasks completed	Number of completed Tasks for agents.
Photoreports	Number of Photoreports made.
Surveys	Number of Surveys collected.
Vehicle mileage by GPS (km)	Mileage of the employee's car according to data from the mobile application based on GPS coordinates.
Time of visits	Duration of all completed visits to clients.
Time of drive	Duration of all movements between visits to clients.

If not all columns fit on the screen, horizontal scrolling of the screen appears to the right and left.
Display of columns, their width and relative position can be customized.

Results for the selected employee

After selecting the employee of interest, summary information will be displayed (similar to the previous level of detail of the report), detailed down by dates.

Attributes of the list of totals for the selected employee

All attributes correspond to the description of the previous level of detail, with the exception of:

Title	Description
Start of work	Start time of the working day on the mobile device.
End of work	End time of the working day on the mobile device.

If not all columns fit on the screen, horizontal scrolling of the screen appears to the right and left.
Display of columns, their width and relative position can be customized.

Working day details

After selecting a specific working day, the employee report will display information about visits to retail outlets and summary information on them.

Attributes of the working day list

All attributes correspond to the description of the previous level of detail, with the exception of:

Title	Description
Visit Result	Result of the visit selected by the employee from the available preset values.
Distance to visit	Distance calculated from GPS data between the point of the visit and the coordinates of the point of sale.
Notes	Notes created during the visit, created by an employee using the Notes functionality.

If not all columns fit on the screen, horizontal scrolling of the screen appears to the right and left.
Display of columns, their width and relative position can be customized.

Detailing visit to client

After selecting the visit of interest to the client, information about the beginning of the visit, the actions performed and the end of the visit will be displayed.

Attributes of the Employee totals list

Title	Description
Operations	Name of operation performed during the visit.
Date and time	Date and time of the operation. Value is taken from the system time on the mobile device.
Document number	Document number assigned during creation on the mobile device.
Amount	Amount of the transaction, if any.
Report	Link to the photo attached to operation, if any.

If not all columns fit on the screen, horizontal scrolling of the screen appears to the right and left.
Display of columns, their width and relative position can be customized.

Additional report features

Title	Description	Icon	Example
Export to Excel	Exporting all information from the report in Excel format.
Filter by organizational structure	The ability to filter employees by teams or select all subordinates according to the organizational structure.