Viewing Summary Reports

The Summary By Shift Report or Daily Activity Report is a report that TrackTik creates automatically, which will compile the activity your employees or users perform during their shifts. The PDF includes Reports filed by the employee, checkpoint scanned, and Watch Mode Recordings.

 

Follow the steps below to view and work with summary reports.

  1. Select the Operations Reports tab.
  2. Select Summary by Shift. A list of existing shift reports will appear.

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The date filter allows you to select preset filters or custom ranges.

The employee filter allows you to filter the information by employee.

 

Shift summaries are organized into rows and columns. Each row represents a shift with columns representing different information about the shift. The columns are:


Employee:
The first and last name of the employee. You can use the arrow at the top of the column to sort the shifts alphabetically by the first name. The plus icon will take you to the Employee Profile.

Location: Site or zone with which the report is associated. The plus icon will take you to the Site Profile.

Reports: Shows the number of reports filed by the employee during the shift and the number of those reports that have been approved.

Videos: Recorded by the employee during the shift.

Checkpoints: Checkpoints required vs. checkpoints scanned during the shift.

Start: Start date and time of the shift. You can use the arrow at the top of the column to sort shifts by start time.

End: End date and time of the shift. This field will show the report's status is presently Open and the timestamp if complete.

Tracks: View the employee's GPS tracks for the shift. 

Download: Download a copy of the shift report.

View: Open the report in the browser.

Actions: You can apply several options to the selected report:

  • Approve All Shift Reports -- all shifts to be approved
  • Send Shift Report by Email -- forward the report as an email attachment
  • Delete this shift (this will also delete the time logs) -- Delete the selected shift

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