Introduction

This report is intended to display summary information on the work of mobile employees for a certain period.
Information is displayed in the report:

• by working days,
• actual and scheduled visits,
• average working time on the route, etc.,
• by the actual work of the agent for the selected period.

The information in the report is displayed in the context of employees.

Building a report

Report Parameters

Before building the report, you will be asked to fill in the parameters.
Standard selections are not specified in the parameters.
The default report generation period is for the last 7 days.
If necessary, you can use selections to specify which specific data you need to build a report on.

The following parameters are available for building:

• Template selection: standard, custom.
  Custom template is available if the report was previously generated and its settings were saved by the user.
• Period of building the report.
• Selection by organizational structure.
• Selection of employees.

Appearance

By default, the report is generated in the following format:

Report Attributes

Report visualization

Column configuration

The display of the information displayed in the report is configured on the right side of the screen - on the "Columns" panel (1).
By clicking on the "Columns" button, the panel will be hidden. You can return it by clicking again.

The columns can be configured via the context menu of the column.
You can call it by pointing the mouse pointer to the right side of the column.

Through the context menu, you can access the following functions:

• general setting (1), including: 
  • position (2), 
  • width (3),
  • grouping (4);
• filtering settings (5),
• column displays (6).

If filtering is enabled for a column, a filter icon will appear to the right of the column name.

Sorting by column (ascending or descending) is done by clicking on its name.
If sorting is enabled for a column, an arrow sign will appear next to the right of the column name indicating the type of sorting.

Grouping records

It is possible to group by columns in two ways:

• through the context menu of the column Group by... (1),
• through the Columns panel, the Grouping by records block (you need to drag the column) (2).

Below the Grouping by records block is the Values block (3).
With its help, you can configure the display of data by grouped columns in the report.

Values for grouped records will be displayed as additional columns with the appropriate name.
A similar effect can be achieved using the context menu of the columns by clicking the Aggregate values item.
The image below shows an example of the output of the average value for the Visit Plan column with the Territory column grouping enabled.

Summary

The columns with the data type Number in the reports are displayed Summarize by column.

Additional report features