Reports

The Reports module in Repzo provides comprehensive reporting capabilities, allowing you to generate detailed reports from various modules such as visits, schedule, frequency, time clock, device logs, and more. These reports help you track performance, monitor operations, and make data-driven decisions to improve efficiency across your business.

Visit Report

The Visit Report provides detailed insights into each visit. The following columns are included in the report:

• Visit ID: Unique identifier for the visit.
• Date: The date of the visit.
• Rep: The representative who conducted the visit.
• Client: The client visited.
• Client ID: Unique identifier for the client.
• Client Code: Internal code for the client.
• Start Time: When the visit started.
• End Time: When the visit ended.
• Total Duration: Duration of the visit.
• Channel: The client's channel.
• Chain: The client’s chain.
• Country: The country of the visit.
• Region: The region of the visit.
• City: The city of the visit.
• Speciality: The client’s speciality.
• Phone: The client’s phone number.
• Route: The route for the visit.
• Teams: Teams assigned to the visit.
• Client Tag: Tags associated with the client.
• Area Tag: Tags associated with the area.
• Device Unique ID: Unique ID of the device used.
• Device Meta: Metadata about the device.
• Visit Meta: Metadata about the visit.
• Start Location: Location where the visit started.
• End Location: Location where the visit ended.
• Distance: Total distance covered during the visit.
• Start Distance: Initial distance recorded.
• End Distance: Final distance recorded.
• Delta Distance: Difference in distance during the visit.
• Start in Of Geofence: Indicates if the visit started within the geofence.
• End in Of Geofence: Indicates if the visit ended within the geofence.
• Auto Closed by Geofence: Whether the visit was automatically closed by the geofence.
• Auto Closed by Geofence Reason: Reason for automatic closure by the geofence.

Filters

To filter visit reports, you can use the following options:

• Date: Select the date range for the visits .

• Reps: Filter by specific representatives.

• Area Tags: Filter by area tags.

• Client Tags: Filter by client tags.

• Clients: Select specific clients.

• Countries: Select countries.

• Regions: Filter by regions.

• Cities: Filter by cities.

• Client Chains: Select client chains.

• Client Channels: Filter by client channels.

• Routes: Filter by specific routes.

• Teams: Select teams associated with the visit.

• Specialties: Filter by client specialties.

• Group By: Group the results by a selected field.

• Notes: Filter by visit notes.

• Before/After: Filter visits that include before/after photos.

• Photos: Filter by photos taken during the visit.

• Visit Results: Filter based on the outcomes of the visits.

• Forms: Filter by forms submitted during the visit.

• Forms v2.0: Filter by Forms v2 submissions.

• Media: Filter by media attached to the visit.

• Custom Fields: Filter based on custom fields.

• Closed By Geofence: Filter visits that were closed by geofence.

• Visit State: Filter by the state of the visit.

• Distance in Meter: Filter by the distance covered during the visit (specify a range).

• Duration: Filter by the duration of the visit (specify a range).

• Unique Visits: Filter by unique visits.

• With Calls: Filter visits that included calls.

  These filters help you refine your visit reports, allowing for detailed analysis based on specific criteria.

Group by filter

In Repzo, the Group By filter can be set to either single or multiple select, allowing you to group the results based on one or more fields. For example:

• If you group the visit report by Rep, the results will display each rep along with the total number of visits they conducted. Clicking on a grouped row will drill down to show all individual visits for that rep.
• If you group by Rep and Month, the report will display each rep with their visits broken down by month for the selected date range. This way, you can see how many visits each rep made in each month.

This grouping feature makes it easy to organize and analyze data based on different dimensions, giving you a clearer view of your team's performance over time.

Unvisited Report

The Unvisited Report displays clients who have not been visited within a specified date range. If you apply filters, the report will show unvisited clients based on the selected filters, such as client, rep, or other criteria.

Unvisited Report Filters To filter the Unvisited Report, you can use the following options:

Filters

• Date: Select the date range for the report .
• Reps: Filter by specific representatives.
• Area Tags: Filter by area tags.
• Client Tags: Filter by client tags.
• Clients: Select specific clients.
• Countries: Filter by countries.
• Regions: Filter by regions.
• Cities: Filter by cities.
• Client Chains: Filter by client chains.
• Client Channels: Filter by client channels.
• Routes: Filter by specific routes.
• Teams: Select teams associated with the unvisited clients.
• Specialties: Filter by client specialties.
• Group By: Group the results by selected criteria.

Additional options to include in the report:

• With Latest Visit: Show the most recent visit details.
• With Client Details: Include detailed client information.
• With Tags: Include client tags in the report.
• With Custom Fields: Include any custom fields related to the client.
• With Channels: Show client channel information.
• With Chains: Show client chain information.
• With Assigned Reps: Include the reps assigned to the clients.
• With Teams: Show team information related to the clients.

These filters help you refine the report to show unvisited clients based on the criteria most relevant to your analysis.

Frequency Report

The Frequency Report is tailored for the pharmaceutical industry, measuring how many visits a medical rep has achieved versus how many they are expected to complete when visiting doctors. This report helps track the performance of reps in terms of visit frequency. The columns in the report include:

• Rep: The medical representative.
• Client: The doctor or healthcare provider visited.
• Line: The product line associated with the client/rep.
• Classification: Classification of the client or visit.
• Visit Count: The number of visits completed by the rep.
• Target: The target number of visits for the rep.
• Snapshot%: The frequency percentage of how many visits were achieved versus the target visits.
• Conformity%: If the rep completes all targeted visits, the conformity will be 100%.
• Coverage%: If the rep makes at least one visit out of the target visits, the coverage will be 100%.
• Historical Target: Historical data of the target visits. This report provides a clear view of rep performance in terms of meeting visit targets in the pharmaceutical field.

Filters

To filter the Frequency Report, you can use the following options:

• Date: Select the date range for the report.
• Reps: Filter by specific representatives.
• Clients: Select specific clients.
• Product Lines: Filter by product lines.
• Classifications: Filter by client classifications.
• Specialties: Select client specialties.
• Area Tags: Filter by area tags.
• Client Tags: Filter by client tags.
• Client Chains: Filter by client chains.
• Client Channels: Filter by client channels.
• Countries: Select countries.
• Regions: Filter by regions.
• Cities: Filter by cities.
• Visit Results: Filter by visit results.
• Teams: Select teams associated with the frequency report.
• Snapshot: Filter based on visit snapshots.
• Over Achievement: Show reps who have exceeded their target visits.
• Group By: Group the results by selected criteria. Additional options:
• With Tags: Include client tags in the report.
• With Client Details: Include detailed client information.
• With Custom Field: Include custom fields in the report.
• Consider Calls Only: Filter the report to consider only calls made by the reps.
• Cap Frequency to 100%: Limit the frequency percentage to a maximum of 100%.
• With Teams: Include team information.
• Manual Product Line Selection: Filter manual selected product line by your reps. These filters allow you to customize the frequency report to analyze rep performance based on specific criteria.

Coverage Report

The Coverage Report shows whether a client has been visited or not within a specified date range. You can group the report by various criteria to analyze coverage more effectively. For example:

Group by Rep: View the average coverage for each rep by combining the coverage for all clients assigned to them. Group by Area, Tag, Chain, and more: Grouping by these categories allows you to assess coverage in specific areas, for particular tags, or client chains. This report helps you understand how well your reps are covering their assigned clients and identify any gaps in visits.

Time Clock

The Time Clock Report tracks your reps' punches through the mobile app, including starting and ending their day and taking breaks. If a rep doesn’t manually close their day, the system will automatically close it at a specific hour. The columns in the report include:

• Day Name: The name of the day (e.g., Monday).
• Date: The date of the time entry.
• Start Time: When the rep started their day.
• End Time: When the rep ended their day.
• Start Location: The location where the rep started the day.
• End Location: The location where the rep ended the day.
• Rep: The representative whose time is being tracked.
• Teams: The team the rep is part of.
• State: The status of the day, which can be:
  • Open: The day is currently ongoing.
  • Closed: The day was manually closed by the rep.
  • Closed by System: The system automatically closed the day.
  • In Progress: The day has started but not yet ended.
  • Absent: The rep did not start the day.
• Working Time: Total time spent working.
• Time at Client: Time spent with clients.
• Time on Travel: Time spent traveling between locations.
• Breaks Time: Time spent on breaks.
• Total Day Time: Total time recorded for the day.
• Time Between Visits: Time spent between client visits.
• Odometer (Km): The distance traveled in kilometers.

This report helps you monitor your reps' workday activities and ensure efficient time management.

Item Status Report

The Item Status Report is designed for the pharmaceutical industry to track whether doctors are using or prescribing your products. When a rep visits a doctor, they can select a product and choose one of the following statuses:

• Current User: The doctor is currently using or prescribing the product.
• Non-User: The doctor is not using or prescribing the product.
• Generic User: The doctor is prescribing the product's general scientific name (generic version).
• Competitor User: The doctor is using or prescribing a competitor's product.

This report helps track the status of your products and monitor their usage in the medical field.

Activities

Notes

The Notes Report displays all the notes taken by reps during their visits. This report provides a detailed overview of the information and observations recorded by reps, allowing for better insights into client interactions and visit outcomes.

Photos

Before / After

Visit result

You can find visit results now from visit report

Schedule Report

The Schedule Report is a color-coded report that tracks scheduled visits (planned visits) and categorizes them as:

• Visited as Scheduled: The rep completed the visit as per the schedule.
• Missed Visits: The scheduled visit was missed.
• Upcoming Visits: Visits that are scheduled but have not occurred yet.
• Unscheduled Visits: Visits that were made but were not part of the schedule.

This report is grouped by rep by default, showing the rep's performance from a selected date range, with four colors representing the different visit statuses. Each rep’s schedule is displayed across the selected days, allowing you to track performance and adherence to the plan.

Filters

To filter the Schedule Report, you can use the following options:

• Date: Select the date range for the report.
• Clients: Search and select specific clients.
• Countries: Filter by countries.
• Regions: Filter by regions.
• Cities: Filter by cities.
• Client Chains: Filter by client chains.
• Client Channels: Filter by client channels.
• Routes: Filter by routes.
• Teams: Select specific teams.
• Reps: Filter by representatives.
• Type: Filter by visit type (e.g., scheduled, unscheduled, planned, missed).
• Group By: Group the report by a selected criterion (e.g., rep, region).
• Time View: Choose how to group the report by time:
  • Days: Group by individual days.
  • Weeks: Group by weeks.
  • Months: Group by months.
• Client Tags: Filter by client tags.
• Area Tags: Filter by area tags.
• With Tags: Include tag information in the report.

These filters help customize the report to display the most relevant data, grouped by time periods or other criteria, giving a clear view of visit schedules and outcomes.

Job Report

The Jobs Report tracks the assigned jobs (required activities) that your reps need to complete. This report provides an overview of the achieved jobs versus the planned jobs, allowing you to monitor your reps' progress and ensure they are completing the required tasks.

Store check report

Audit Report

Route Report

The Route Report displays the pins for each visit in the order they were made on a map. This allows you to visualize the route taken by your reps during their visits.

Media Report (CLM)

The Media Report, also known as CLM (Closed-Loop Marketing), is primarily used in the pharmaceutical industry. It tracks whether your rep presented marketing materials to a doctor during their visit. This report helps monitor the usage of promotional content in doctor visits.

Device Logs Report

The Device Logs Report highlights suspicious activities made by your reps. It can track behaviors such as the use of mock location apps to falsify GPS data, turning location services on or off, using a rooted device, and other unusual actions. This report helps ensure the integrity of data collected during visits.