Order summary: This provides an overview of product quantities ordered. Product filters can also be used.
Order Listing: This provides a detailed list of all orders placed. This list can also be downloaded into an excel spreadsheet format.
Quote listing: This provides a detailed list of all quotes issued and can also be downloaded into an excel format.
Credit note listing: This provides a list of all credit notes issued.
Out of stock: This provides a list of surveys where the products were out of stock.
Timeline: This provides a chronological list of entries where more information can be obtained from user activities.
Note that clicking on the date opens more detail.
Sales listing: Displays a list of all imported sales from the CRM system.
Daily user activities: Displays a list of entries made by mobile users. Note that the route is not visible on today’s map.
Reimbursement claims: Displays a list of reimbursement claim entries. Note that point-by-point routes can be obtained from this page. The downloaded file can be opened in Google Earth where additional detail can be obtained.
Calendar: This is where the tasks are displayed. Note that tasks are divided into two types. The first type is called a task or Calendar task and displays a notification on the mobile which the rep will see and can click as done when he/she opens up the task.
To create a calendar task, check that the Drop-down menu is set to “Tasks” and then click on a date.
Populate the fields and click “Create”. Note that the Customer field is optional.
The second task type is called a Visit task or Scheduled Visit. The rep needs to physically visit the customer on the set date for this task to be marked as “Completed”. The task will be marked as “Late” or “Off Site” if the correct conditions are not met. To create a visit task, set the drop-down box from “Tasks” to “Scheduled Visits”.
Populate the fields. Note that the customer field is a required field.
Note that the tasks do not appear on the rep’s tablet if the customer is not assigned to the rep. This will need to be done on the customer’s page.
Calls: This report displays the rep name, customer name, date of call, type of call, details and comments. It can also be filtered according to the filters on the right-side of the page.
Customer coverage: Displays a list of customers showing an order and visit count for each customer in a set month.
Activity map: Displays a map of the location of recently visited customers.
Visit summary: Displays a graph where the reps’ visit counts can be compared.
Sales force: A place where the reps’ performance are compared using a set formula where orders, visits and the average order value are taken into account.
Visit age analysis: Similar to the Customer coverage page this page provides details of how long ago customers were visited and/or orders placed at customers. To use the downloaded data efficiently always set the date range from very long ago as only visits and orders inside the date range are considered.
Click on the “Download all (.xlsx)” button to retrieve the data.
Missed Call: An overview of how long ago a client was visited.
Missed call by user: Gives an overview of clients not visited by a specific rep.
The missed call by user can be used in two ways. The first option is to use it for planning ahead before a customer becomes a missed call by saving a report and calling it a Weekly planning report, setting the period shown as 0 weeks. The second option is to set up a missed call report to determine what customers have not been visited in a specific week. Save the report and name it Weekly missed call report, setting the period shown to 1 week. An e-mail schedule can then be set up as explained in "setting up email schedules for reports".
Time and attendance: Gives a summary of the rep’s workday.
Call cycle compliance: An overview of how a rep's visits complied with his set scheduled visits.
Survey listing: This provides a detailed list of all surveys submitted. This list can also be downloaded into an excel spreadsheet format.