Reports

To download reports, an administrator can go to Reports page.

Click on any report you wish to download, select a date range and select the field executives that you want to download the report for.

Summary report

The summary report contains information about distance travelled, attendance, work completed and ratings (setup and compliance) for each employee.

The employee breakdown tab shows aggregated data for the date range specified:

  1. Field executive
  2. Total distance travelled
  3. Average Setup rating
  4. Average Compliance rating
  5. Total time tracked (hrs)
  6. Total clients created
  7. Total number of tasks
  8. Total time spent at tasks
  9. Total photos upload
  10. Total forms uploaded

The date breakdown tab shows the same information except aggregated by a single day for the date range selected.

The detail breakdown shows unaggregated information per field executive per day.

Attendance report

The attendance report provides information about each field executives attendance.

The Summary tab contains aggregated information for the date range specified when download the spreadsheet:

  1. The total number of days they were counted as present
  2. The total number of days they were counted as half attendance
  3. The total number of days they were counted as absent
  4. The total number of days they were counted as not working
  5. The total number of days they were counted as penalty days
  6. The total number of days
  7. The total number of days the field executive marked their attendance in late.
  8. The total number of days the field executive marked their attendance out early.
  9. The total number of attendance hours.

The quick tab contains a date wise report for all employees showing just:

  1. Their first sign in time
  2. Their last sign out time
  3. Whether they were present, half day, not working, absent, penalty

The detail tab contains detailed data for each field executive for each date:

  1. The time they marked their attendance in (could be multiple)
  2. Whether their attendance was marked in late (according to their working hours)
  3. The time they marked their attendance out (could be multiple)
  4. Whether their attendance was marked out early (according to their working hours)
  5. Total attendance time
  6. The result of attendance (present, absent, etc)
  7. Distance travelled
  8. Setup rating
  9. Compliance rating
  10. Their expected working hours that day according to the shift/roster template on that date
  11. When their attendance was overridden (if at all).
Location detail report

The location detail report shows similar information to what we show in the AccuTrack report. It contains, for every field executive for every day:

  1. A list of all the places that they spent more than 5 minutes, with the start, end and total time spent at that place. The exact GPS lat,long of that place is also provided. The battery life at that place.
  2. The summary of how much they travelled in between those places
  3. Detail about any missing data
  4. A map which shows each of the places they visited with markers starting from A, B, C onwards.
Travel detail report

The travel detail report shows a link to all travels marked by the field executive.

The Summary tab contains for the date range selected, for each employee:

  1. The number of travels recorded
  2. The total distance of those travels.

The Travel Detail tab contains for each travel marked by a field executive:

  1. Field executive identification information
  2. Details about the task that they marked the travel to.
  3. The starting point latitude, longitude and address.
  4. The destination point latitude, longitude and address.
  5. The distance travelled.
  6. When the travel was started and ended.
  7. When the associated task was started or ended.
  8. The total task + travel time.
  9. If the original destination point was not reached, then the original destination address, GPS coordinates, distance and time taken.
Task details

The task details report contains all information about tasks, photos and forms submitted by your field executives during the date range selected.

The “Tasks detail” tab contains:

  1. Date
    What date the task was started
  2. Manager/Employee/Designation/ID/Team
    Self explanatory
  3. Task ID
    Unolo unique ID per task
    Scheduled start/end time
  4. Scheduled start/end time
    What time the task was scheduled to start/finish
  5. Actual start time/end time
    What time the task actually started/finish
  6. Start/End time difference
    Difference between scheduled/actual start/end time in minutes.
  7. Total time spent
    Total task time between start to finish (minutes)
  8. Description
    Description of the task
  9. Client/Site
    Name of the client/site that the task was performed at
  10. Name
    If linked to a client/site, then the name of the client/site.
  11. Address
    The address of the task
  12. Phone
    If linked to a client/site, then the contact number of the client/site.
  13. Photo 1/2/3
    Any linked photos
  14. Form
    Any linked form

The “Forms detail” tab contains for each unique form filled in during the time period in question:

  1. It’s name
  2. What date it was uploaded
  3. Who uploaded
  4. The latitude and longitude of upload
  5. The address from where it was uploaded
  6. If the form was submitted while in a task linked to a client, then the client information
  7. Each question in the form as a column with the values filled out.

The “Photos detail” tab contains data for each photo uploaded during the time period in question. If there are less than 500 photos in the report, then the photo will be embedded into the spreadsheet. If there are more than 500 photos or more in the report, then a link to open the photo will be given in the spreadsheet. This is done to keep the size of the excel report manageable.

Client report

There are two types of client reports available:

  1. Lead generation report
    Shows how many clients have been generated based on the employees and date range selected.
  2. Client coverage report
    Shows how many tasks have been marked against a client based on the employees and date range selected. For more information on tasks, please visit the tasks ection.
Order report

The orders report contains 4 tabs:

  1. Orders Details
    A list of each order including details of which field executive created the order, the items in that order and any collections marked as part of that order.
  2. Aggregated Details
    One row per order, including details of which field executive created the order and the items in that order.
  3. SKU Details
    One row per item per order, including details of the item and any client that was linked to the order.
  4. Collection Detail
    Details of each collection made against every order, including details of the field exective who created the order and the details of the payment.
Sales report

The sales report contains a combination of summary and order data which is particularly suited to review sales performance.

Employee breakdown

For every field executive, it shows in aggregate across the date range specified:

  1. Locations visited
  2. Total number of tasks
  3. A breakdown of new clients created (by client category)
  4. Number of orders booked
  5. Total amount of payment collected
  6. The last location of the day
  7. Total distance travelled
  8. Total number of photos taken
Date breakdown

Same information as employee breakdown tab, but broken down by date instead of by employee.

Detail breakdown

Same information as employee breakdown tab, but broken down by employee and by date.

Expense report
Expenses tab

The expense report shows, for each expense submitted by your field executive:

  1. The date marked on the expense
  2. When it was submitted
  3. Field executive information
  4. The description of the expense
  5. The total amount claimed
  6. The amount that each admin in the approval chain has said that they can claim (if any)
  7. The overall status of the expense claim (pending/approved/rejected)
  8. Any comments
  9. Rejection reason if rejected
  10. Any photos submitted along with the expense request
Conveyances tab
  1. The date marked on the expense
  2. When it was submitted
  3. Field executive information
  4. The description of the expense
  5. The total amount claimed
  6. The amount that each admin in the approval chain has said that they can claim (if any)
  7. The distance that Unolo calculated for that field executive for that day
  8. The overall status of the expense claim (pending/approved/rejected)
  9. Any comments
  10. Rejection reason if rejected
  11. The number of km travelled by car, bike or by public transport.
  12. Any photos submitted along with the expense request
Auto Attendance report

The auto attendance report gives a summary of all data generated by VASA.

This report contains one row per field executive:

  1. The name, manager and ID of that field executive.
  2. The date
  3. The total number of sites visited on that date
  4. All the sites visited on that date, giving total time spent at each site and the individual breakdowns of each visit into the site.