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CRM - Mileage Reporting

Charles Fox

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Overview

If your company has Mileage Assist for use in Marketscape CRM, there are two reports that provide summaries and details of mileage for your users.

 

Moreinfo-width35.png There are three articles related to mileage tracking

 

In this article

 

 

Opening Mileage Assist reports

Use the following image to navigate to the Mileage Assist reports.

TwoReports2.png

Click on the "Reporting" button in the left navigation to open the Reporting page. Reporting.png

 

Search or browse - Although you can scroll thorough the available reports, if you type "mileage" into the search field, the two Mileage Assist reports will be shown at the top of the reports list.

TIP-width35.png If you intend to use one of these reports frequently, click on the heart icon EmptyHeart.pn to make the report a favorite. Then the report will always be at the top of the Reporting page in the Favorites section.

 

The two reports are displayed as a result of the search.

  • Click on the report name you want to display

 

 

Mileage Assist Details Report


This is the payroll report. A report that details each user's events and the mileage traveled for each visit.

DetailReport.png

 

Filters

The dropdown filters at the top of the page allow you to slice the data in the ways described below.

Filter Name

Image

User Status - Select whether to show active users or inactive users in the report

  • Choose Active or Inactive in the dropdown
 Filt01.png

Marketer/User - Since the report shows day-by-day mileage records for a single user, that user needs to be selected.

Note-width35.png The image to the right shows that Barry Barron has already been selected. To choose another user, click on the magnifying glass icon to open the User Search

 Filt02.png

User Search - use this interface to select the user to be included in the report

  • Search - the top section of the interface provides several fields that you can use to search for a specific user
  • Choose - at any time you can scroll through the users listed in the table at the bottom. If you used a search, there will be fewer users listed.
    • Click on the check box for the user you want to be featured in the report results.
 AddMark.png

Date Range - use this filter to select the period for which you want to view data in the table.

 Note-width35.png Not all options available are shown in the image to the right.

  • Click on the date range you want to use for the report
 Filt03.png
  • Click on the "Run Report" button to run the report.
 Filt04.png

 

Understanding the Metrics

The following image shows a sample day from the Mileage Assist Details Report.

DetailReport.png

Details to Notice

  • In a full report, metrics for every day from the selected date range would be shown
  • The total mileage for the day is reported in the bottom right of the table

 

Header List

Header Name

Description
User The name of the user for whom the metrics in the row apply
Event Date The date that the event took place
Event Subject The "name" of the event. This is a field in every event that appear in the calendar
Event Start The time the event started If the event has been manually checked-in, the times reflect that manual check-in and will match.
Event End The time the event ended
Associated Account

The account at which the event took place.

This is the account for the event. The account's address is where the event occurred.
Event Type Identifies the type of event.
Completed Identifies whether the event was completed or not completed
Location The account address
Check-in Type identifies whether the check-in for the event was "Check-in" or "Manual Check-in."
Check-in Time The time the Check-in was recorded
Mileage The mileage for the listed event.

 

 

Mileage Assist Summary Report

A report that highlights events and check-ins to aid with adoption.

Sum.png

 

Filters

The dropdown filters at the top of the page allow you to slice the data in the ways described below.

Filter Name

Image

Select Territory - This filter has two parts.

Left dropdown - Choose a territory and a line of business. Depending on the tiered structure of your company and the lines of business you use in Marketscape CRM, there could be a lot of choices. In general, this will be a recognizable region or territory that your company uses. 

Right dropdown - This dropdown allows you to choose which locations in the selected territory to show. 

Note-width35.png These settings are custom for your company.

 SelTerr.png
Role - The first filter is focused on the location of the users to include in the report. This filter allows you to select the role for the employees you want to see in the report. Role.png
Marketer - this field allows you to choose specific users to display in the table. You can choose one or more users. Marketer.png

Add User/User Search - use this interface to select specific users to be included in the report

  • Search - the top section of the interface provides several fields that you can use to search for a specific user
  • Choose - at any time you can scroll through the users listed in the table at the bottom. If you used a search, there will be fewer users listed.
    • Click on the check box for the user(s) you want to be featured in the report results.
 AddMark.png

Date Range - use this filter to select the period for which you want to view data in the table.

 Note-width35.png Not all options available are shown in the image to the right.

  • Click on the date range you want to use for the report
 Date.png

Sort - Use this filter to choose the column for which the metrics in the table will be sorted.

You can sort by that column ascending or descending.

 Sort.png

Run Report - Schedule Report

Run Report - Once you have set the filters, click on the "Run Report" button to run the report.

Schedule - if you want to receive the report as an Excel spreadsheet to your e-mail, click on the "Schedule" button to set up a schedule.

 Run.png

 

Sum.png

 

Header List

 

Header

Description
Marketer The user's name
Office

The user's assigned territory

Note-width35.png Might be called "Branch" or something else. This depends on how your company has set up the territory structure. 
Total Number of Scheduled Events This is the count of scheduled events that occurred during the dates selected using the filters. This includes events that are eligible for mileage and those that are not.
Total Number of Completed Events Of the scheduled events, this is the count of those events that were completed. This includes all events whether they are tied to mileage or not.
Scheduled Mileage Eligible Events The count of events that occurred during the dates selected using the filters that were eligible for Mileage Assist.
Completed Mileage Eligible Events This is the count of the scheduled mileage eligible events that were completed.
Completed Mileage Eligible Events with Check ins This is the count of completed mileage eligible events where check-ins were completed. This includes both Check-ins and Manual Check-ins.
Total Number of Check ins This is the total number of check-ins for the events that occurred during the dates selected using the filter. This includes both Check-ins and Manual Check-ins.
Total Number of Real Time Check ins The count of real time check-ins, called "Check-ins" in this article, that is, total check-ins minus Manual Check-ins.
Total Number of Manual Check ins The count of manual check-ins, called "Manual Check-ins" in this article, that is, total check-ins minus Check-ins.
% of Mileage Eligible Events The percentage of all scheduled events during the dates selected using the filters that were eligible for Mileage Assist
% of Mileage Eligible Completed Events The percentage of mileage eligible events that were completed.
% of Checked in Completed Events The percentage of mileage eligible events that were Checked-in.


 

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