Data Collection and
Task Management Reporting:
Managing your workforce just got a whole lot easier.

How it Works

Show me the Stats

• Use drill-down reports to look at summary details across all staff, stores, or projects. It allows you to create custom queries of your visit database using any combination of dates, completion stats, staff assigned, clients assigned, project, location, or tags to filter results.
• Managers see only the assignments and stores they're responsible for, eliminating distractions.
• Allow auditing and reporting, track the completion time, date, and person who completed the tasks. Allow custom queries of project visits using any combination of dates, completion stats, staff assigned, clients assigned, project, location, or tags to filter results.
• Eliminate waste by ensuring the right material gets to the right person at the right time.
• Focus on managing the exceptions with out-of-the-box reports, that include links to take immediate action on past-due tasks, late check-ins, payroll exceptions, time variance, and visit status.

Survey This

• Ask questions and capture data in any format, including yes/no, multiple choice, rating, ranking, free-form text response, quantitative numeric values, grid, and photo. You can even build skip-logic into your surveys.
• Save time and drive best practices by building a reusable library of surveys. Build the survey once, reuse it many times, and publish it to the Web and/or mobile devices.
• Send tasks to specific roles at specific stores, and/or specific users at the specific store, utilizing the multi-tier and multi-role staff hierarchy.

Canned or Custom?

• Leverage the thousands of hours we have spent with our retail clients to gain immediate productivity with our comprehensive out-of-the-box reports. Then dive deeper with custom drag-and-drop reports that you can export to Excel®, as a PDF, or to your own data warehouse.
• Keep staff focused on their teams and their area of responsibility with reports specific to only their level in the hierarchy.
• View your staff utilization from the top level, then drill down to staff availability versus scheduled workload for your chosen time range.

On the Go

• Take data captured via Web, fax or mobile device to gather up-to-the-minute store intelligence and react faster to dynamic business conditions.

Say Cheese

• Have eyes in every store using photos tagged with the geolocation, store, date, project, staff, and question. Filter on any or all of these tags to quickly sift through thousands of photos and find the ones of interest.
• Efficiently browse thousands of photos in thumbnail or cover flow.