Reports
Answer questions about your field operation — who did what, how outlets are responding, and where sales are coming from.
Open Reports under the Insights group when you need a focused, filterable view of activity or survey responses for a date range. Each report is a table you can filter and, with the right permission, export.
📷 [SHOT: reports-1] — web — Reports landing list showing all available reports — caption: "Pick a report, set the date range, and read the results."
How reports are scoped
What you see depends on your role — the report only shows data you're allowed to see.
- Reps see their own data.
- Managers see their territory.
- Admins see the whole organization.
Note: The date filter defaults to today. Widen it to look back over a week, a month, or a custom range.
Tip: Reports are read-only views built for a question. If you want a live, at-a-glance picture instead, use the dashboards.
Exporting
You can export a report to CSV or Excel to share it or work on it in a spreadsheet — but exporting needs the export permission on your account. Admins always have it; other users need it switched on for them.
Best practice: If a manager needs to send reports out regularly, ask an admin to turn on their export permission once, rather than exporting on their behalf each time.
The reports, one line each
- Rep Daily Summary — one row per rep per day: logins, customers touched, visits, leads, orders, payments, cartons by product, and distance covered.
- Rep Productivity — visits, leads, orders, payments, and forms completed per rep, so you can compare output across the team.
- Sales Performance — revenue and order counts rolled up by territory.
- Visit Compliance — how closely reps followed their beats and how many planned visits they completed.
- Leaderboard — points earned and badges, ranking your reps.
- Form Completion Rate — how often the forms reps are meant to fill actually get completed.
- Response By Question — answers grouped by each question in a form.
- Outlet Feedback Summary — feedback gathered from outlets, summarized.
- Rep Survey Activity — how much survey and form activity each rep is generating.
- Option Distribution — for choice questions, how answers split across the available options.
- Beat Plan Survey Coverage — how much of a beat plan's outlets have survey responses, so you can spot gaps.
- Customer Share Analysis — how your share of business breaks down across outlets.
📷 [SHOT: reports-2] — web — Rep Productivity report with a month-wide date range applied — caption: "Compare output across reps over any date range."
Reports for Modern Trade
Several of these reports come into their own for Modern Trade (MT) work — the merchandising and survey-heavy analytics like form completion, response breakdowns, and outlet feedback. For the deeper, channel-specific analytics, head to the Modern Trade section.