This Report contains every record of the survey done by the complete field staff through the FA App. It contains all the details of the survey. Like- Survey questions and their responses, time at which the survey was filled, beat selected by the user in which the survey has been filled.
Survey Filter: Name of the Survey for which the report is to be extracted. There can be multiple surveys created in a company. The survey can be selected from the Survey filter for which the responses needs to be extracted.
Date Range Filter: The report can be downloaded as well as can be requested for a maximum of 31 Days.
Why Request Report mechanism is provided?
· If the data contained in the report is large enough that it cannot be extracted in 1 Go while downloading the report for the whole month. The report can be requested from the system and it will be sent.
· In order to access the data for a date range (limited to 31 days), the user can put in a request through the ‘Request Report’ button. After the request, the user will get a link on the registered email address to download this dump data on next day’s morning.
· Report can also be downloaded from the “My Requests” option on Dashboard. The report is available via. two-time request mechanism where if the report is requested in morning it gets processed by 1 pm and if requested in evening it gets processed by next day morning.
Understanding the Headers in the sheet (from left to right):
1. Date: Date on which the survey is filled.
2. Header (2-8) Employee Hierarchy: Hierarchy of a Field User. For Ex: GlobalSalesManager (Level-6) > NationalSalesManager (Level-5) > ZonalSalesManager (Level-4) > RegionalSalesManager(Level-3) > AreaSalesManager(Level-2) >Reporting Manager (Whom the user is reporting) > User.
3. User Rank: Rank of the user at which he is present in Company Hierarchy.
5. Region:A geographical entity which is a subset of the Zone.
6. Territory:A geographical entity to locate the beat geographically.
7. Beat ERP Id: A unique ID to represent that beat. Beat name can be same but the ERP id is unique and carries the identity of that beat.
8. Beats: Name of the beat on which the Order has been done.
9. Time: The time when the survey was punched.
The Headers from 16th onwards are according to the survey questions.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article