Creating your first Operative Report

Operatives reports will enable you to see an output of how much work all of your operatives have carried out for a given period of time. You can also filter by certain operatives and by specific sites. This report will also calculate how much each operative has earned based on how many pins they have surveyed or installed.

 

Generating a report

To generate an operatives report follow these steps:

  1. Go to the sites list page
  2. Click Operative Report in the top right of the page
  3. Give the report a name
  4. Set your date, status and operative filters
  5. Click Download

 

Filtering your report

You can filter your report to look at a certain period of time, such as the current or past week, the current month etc. You can also look at specific operatives and select multiple. Finally you're able to also filter your reports based on specific sites.

Using these filters you're able to drill down on operatives earnings and work output easily and effectively.