Reporting Workflow

Reporting starts when a shift is completed. The goal is to turn field activity into useful client-facing evidence without making staff fill out long forms.

Reporting Loop

What Gets Captured

The report stays deliberately small. Samples given provide a view of trial volume and product reach. Conversations show the quality of shopper engagement. Notes give field context that numbers cannot explain. An optional photo should support the story of the shift, not become busywork.

Staff report form screenshotShows the final report form once sample/conversation labels and photo upload state are settled.

Shift report review screenshotShows how operations reviews notes, metrics, and photo evidence on a completed shift.

Where Reports Show Up

Reports appear where operations is already making sense of the work. On a shift detail page, the report explains what happened for that specific piece of field activity. On the client dashboard, the same reports roll up into a broader campaign view. CSV export is the practical bridge for sharing and analysis while the dashboard is still maturing.

Client dashboard screenshotShows campaign rollups, completed-shift totals, and report evidence when the dashboard is final.

CSV export screenshotShows the export control and a reviewed report state before handing over to client follow-up.

Reporting Quality Checks

Before reporting is treated as complete, operations should read it the way a client or campaign owner will read it. Completed shifts need reports, unusually high or low numbers need a second look, and missing notes matter when the numbers alone do not explain the outcome. Photos should be relevant evidence, not filler. The CSV export should come after that review, when the report set is complete enough for the audience.

Why Reporting Is Connected to Roster

The roster tells the business who worked, where they worked, and which campaign the work belonged to. Reports add what happened on the ground. Keeping both in the same product makes it easier to answer client questions later.