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Reports > Time Control

Introduction

The report provides information about the time of execution of some operations by field staff during a visit to the client.
It is used to manage the quality of visits and work with deviations from the specified standards for the duration of paperwork.

helpful_hint

The control of the normative values of the allowable time for operations is configured in the functionality Agent work scenarios.

Appearance

Grouping by Date column is enabled by default.
Opposite the names of employees, information about the planned and actually spent time is displayed, as well as the difference between these values.

Report Attributes

Title	Description
Date	Date of the visit.
Employee	Full name of the employee who made the visit.
Route	Employee's route number (account).
Outlet	Point of sale name to which the visit was made.
Address	Address of the location of the point of sale to which the visit was made.
Outlet Type	Type of outlet specified in the ERP.
Regional chain	Regional chain to which the outlet belongs.
Order al chain	National chain to which the outlet belongs.
Visit / Plan	The planned duration of the visit (the sum of the planned values for the operation).
Visit / Fact	The actual duration of the visit.
Visit / Delta	The difference between the planned and actual duration of the visit.
Visit Comment	Employee's comment if the visit lasted longer than planned.
Merchandising / Plan	The planned time allotted for merchandising.
Merchandising / Fact	The actual time spent on merchandising.
Merchandising / Delta	The difference between the planned and actual duration of merchandising.
Merchandising Comment	Comment on merchandising, if the actual time exceeded the planned time.
Survey / Plan	The planned time allotted for filling out the questionnaire.
Survey / Fact	The actual time spent filling out the questionnaire.
Survey / Delta	The difference between the planned and actual duration of filling out the questionnaire.
Survey Comment	Comment to the questionnaire if the actual time exceeded the planned time.
Order / Plan	The planned time allotted for placing an order.
Order / Fact	The actual time spent on ordering.
Order / Delta	The difference between the planned and actual duration of the order.
Order Comment	Comment on the order if the actual time exceeded the planned time.

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

Search	Search for the entered text in all text fields of the report.
Report Properties	Changing report parameters to build it with other data.
Custom Template	Possibility to save the report parameters selected for displaying columns, their position relative to each other, filters by columns, for subsequent selection of this template when building a report.
Export to Excel	Exporting information from a report in Excel format.