Reports

7.1. Information Analysis Options

The system of merchandising and a unified database of retail points of sale of the Customer’s company allows you to analyze information using both built-in reports and external applications. The subsystem “Reports” consists of seven reports:
  1. PDA operations log;
  2. Visit refusion Report;
  3. Communication Report;
  4. Report on recent communications;
  5. Report on the completion of tasks;
  6. Report on not visited points of sales;
  7. Route Report.

7.2. Report “PDA Operations Log” and “Report on PDA Operations (PHOTO)”.

The report “PDA Operations Log” and “PDA Operations Report (PHOTO)” are intended for viewing operations performed by users in the mobile component of the system for the selected period (Fig. 7.1).
Figure 7.1. The report, "Journal of operations on the PDA"
Figure 7.1.1. Report “PDA Operations Log (PHOTO)”
The report allows you to select data for a period for a specific division, supervisor and merchandiser. In addition, it is possible to select information on a specific type of points of sale. “Report on operations on the PDA (PHOTO)” (Fig. 7.1.1.). In this reporting table there is a field “Attached files”, in which photo icons are placed when clicked, the photo will open in a new window.

7.3. Refusion Report

The refusal report is designed to analyze information on refusal of visits to retail outlets (Fig. 7.2). The report displays points that could not be visited, the time of refusal to visit and the reason. The data in the report can be filtered by period, type of point of sale, by reason of refusion, by division, supervisor and merchandiser.
Figure 7.2. Visit refusion Report

7.4. Communication Report

Communication report allows you to analyze the time and results of communication sessions between the mobile components of the system and the database server (Fig. 7.3).
Figure 7.3. Communication Report

7.5. Recent Contact Report

This report is intended to control the users communications of mobile components (Fig. 7.4). Unlike the previous one, this report shows a list of users, the date and time of the user’s last contact. Data can be filtered by division, supervisor and merchandiser.
Figure 7.4. Recent Contact Report

7.6. Report on not visited points of sales

The report is designed to identify points of sales that were not visited on time (Fig. 7.5). The date of the last visit and the frequency of visits are used to determine the planned time of the visit. If the planned date of the visit is less than the current, the point of sale will be included into the report. The report also shows how many days are past due from the planned date of visit. The data in the report can be filtered by division, supervisor, merchandiser and by type of point of sale. You can also specify how many points of sale to display on one page.
Figure 7.5. Report on not visited points of sales

7.7. Task Report

This report is intended for the analysis of collected data by users of the mobile component (Fig. 7.6). The report displays all the data collected by users of the mobile component. Data can be filtered by division, supervisor, merchandiser, type of point of sale, by operation and task group. You can also select data for a specific task or group of tasks.
Figure 7.6. Task Report

7.8. Route Report

The report is intended for operational control of route execution by users with the role of Merchandiser of the mobile component (Fig. 7.7). he report compares the points of sale which were actually visited by the user with the points of sale from the route list for a given day. When determining the entry of a point into a route,it is used the rule that said that special routes take precedence. For example, If the selected date falls within the validity period of the special route, then a warning will be shown in the report on the daily route that analysis on the daily route for the selected date cannot be performed.
Figure 7.7. Route Report

7.9. Report on the implementation of the auditor routes

The report is intended for operational control of route execution by users with the role of Supervisor of the mobile component (Fig. 7.8). The report compares the points of sales which were actually visited with the points of sale from the route list for a given day. When determining the entry of a point into a routit is used the rule that said that special routes take precedence. For example, If the selected date falls within the validity period of the special route, then a warning will be shown in the report on the daily route that analysis on the daily route for the selected date cannot be performed.
Figure 7.7. Report on the implementation of the auditor routes

7.10. PDA Operations Report (Map)

This report is a copy of the report “PDA Operation Log” in a table form . The main difference is that we can now not only see the actual data of the work done for the period by the employees in the table, but also visually – on the map. In this report, the coordinates of the operations are not displayed in the table, but are directly visible on the map. In addition, using the legend that is under the map and table, you can understand what kind of operation the employee performed. Depending on the color (green or red) of the marker, the system automatically calculates whether the employee was within an acceptable radius from the point of sale at which he performed the work. By clicking on a line in the table, information on the location of the point of sale at which the work was performed and the coordinates of the operation are displayed on the map. Note. The standard acceptable radius is 300 m.
Figure 7.9. PDA Operations Report (Map)

7.11. GPS Report

The report is intended for the operational control of the whereabouts of employees based on the coordinates that they clearly recorded using the “Location Fixing” operation on the PDA. The reporting table includes the exact coordinates of the employee’s location with such a fix. ДThis report can be downloaded from the system in Excel format.
Figure 7.10. GPS Report