Reports

Reports can be a single page document or a single navigation step. You can also access reports from tabs in a module.

Here are the types of available reports:

• Customer Sales report: Monitor month-wise sales data for a customer. To access a customer sales report, from main menu, tap the Reports, Customer, or Visit Execution tile.
• Survey Exceptions report: Monitor the performance of products in a customer’s store. To access the Survey Exceptions report for a customer, go to the Store Cockpit or Visit Summary page.
• Reporting card: Get insights about your customer in a snapshot. View the customer sales and monitor three months’ sales data by comparing the previous year’s sales with the current year's sales, graphs illustrating unsuccessful visits, and visit rate. To access the Reporting card, go to the User Cockpit.

  A visit that’s not associated with a released order is considered unsuccessful. Unsuccessful visit rate is calculated as the number of unsuccessful visits x 100 ÷ total number of completed visits.

  
• Promotion Calendar report: Get a visual overview of the current and planned promotions for a store in Promotion. To access the report go to the Sales Folder card in the store cockpit or to the Reports tile on the main menu.

• Generate a Customer Sales Report
  A customer sales report shows the sales graph for a customer. Use this report to analyze month-wise sales data for a customer, and compare last year’s sales with the current year's sales. You can view the data of the previous year, past months, and the current month.
• Generate a Promotion Calendar Report
  A promotion calendar report is a graphical representation of the promotions that are valid for a period for a customer. The maximum number of days that are considered for a report is 180 days. The period is calculated as Visit Start Date + Promotion Finding Lead Time. You can view promotions report for either a customer or a customer set.