Send Single Reports

Sending Single Reports

Sending single reports is not a recommended practice and requires approval from your manager.

Make sure that the main page of the app is opened and the status "data refreshed, you can work" is displayed.

If the status is correct, tap the START WORK button at the bottom of the screen to select a shop.

If you see any other status, you can see its description in the Typical problems and errors section.

Visit Plan Screen

On the Visits screen you will see a visit plan with a list of shops for today and for other days, as well as the list of special tasks and unplanned visits (if any).

To start a visit, please select the shop.

If a number near the shop name is green, it means that at leat one report has been done in this shop within today.

If you see a checkmark near the shop name, it means that the visit of this shop is finished.

If all the reports for a shop are inactive and highlighted in gray, it means that you have an unfinished visit in the other shop.

Shop and Report Selection Page

This is the main page of the shop, which displays:

  • Special tasks assigned to the shop (not shown in the screenshot);
  • Reports to be made (in the Single reports section);
  • The list of predefined reports for a full shop visit, recommended and customized by managers;
  • Brief and full information about the shop (to view it, tap the icon [i]. For details, see the View Store Information section).

The fuction of making single reports may be disabled by managers.

The types of reports and principles for making them properly are described in the following sections.