Field Force Tracking Report (Web)

Field Force Tracking Report (Web)

Overview

The Field Force Tracking Report (Web) provides administrators, managers, and team leaders with a real-time and historical view of user movements, check-ins, check-outs, and location updates made through the Field Force module.
This report centralizes the entire field activity of users—covering source of check-in/out, distance travelled, work duration, and complete location history—helping organizations monitor productivity, track field operations, and maintain compliance.
It also acts as the single source of truth for both summary-level reporting (Field Force Tracking table) and detailed location-level reporting (Location History view).

Plan & Permissions

Plan / Package Availability
  1. Field Force Tracking should be subscribed in the account’s plan.
Permissions Required
  1. View Field Force Report permission should be enabled in the Permission Template to view this report . This permission can be viewed under the user manager section.

Core Functionalities

Field Force Tracking Table (Main Report)

A consolidated view of all field activities for each user. A user can view the following data pointers in the report :
  1. Name - User Name 
  2. Email (masked/unmasked based on permission) - User Email 
  3. Check-In Timestamp + Source Icon (Mobile/Web) - Check in Timestamp with the source of check in , if it has been done from the Mobile App or from Web.
Notes
Note:  The old migrated data will not contain source icons, but any new data after this release will have a source identifier Icon.
    1.  Check In Source is Web
    2.  Check In Source is Mobile Application 
    3.  Check In is done via Auto Checkout feature 
  1. Check-In Location - Location From which the check-in has been done.
    Note : If the Check In/Out has been done from the web interface or the system has initiated an Auto Check In/Out then  the location will not be captured. 
  2. Check-Out Timestamp + Source Icon (Mobile/Web)- Check out Timestamp with the source of check in , if it has been done from Mobile App or from Web
  3. Note:  The old migrated data will not contain source icons, but any new data after this release will have a source identifier Icon.
    1. Check out Source is Web
    2.  Check out Source is Mobile Application 
    3.  Check out is done via Auto Checkout feature 
  4. Check-Out Location - Location From which the check-out has been done. 
    Note : If the Check In/Out has been done from the web interface or the system has initiated an Auto Check In/Out then location will not be captured. 
  5. Work Duration (auto-calculated) - Duration for which the user was checked in , so this is the difference between checkout- timestamp and checkin - timestamp. 
  6. Distance Traveled (Sum of all distance travelled) - Total distance travelled by the user, so this is the sum of all the distance travelled from the location history details pop-up.
    Note : We only store last 1 year’s data in this report, therefore any data before that can not be seen in this report. 
Preview


Quick Filters

Users can filter out the data using the following data pointer filters :
  1. User Name (Multi-select) - Select the user(s) for which you want to see the data. 
  2. User Status (Single select) - Select the user status for which you want to see the data. 
  3. Team Name (Multi-select) -  Select the Team Name for which you want to see the data. 
  4. Date Range - (Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month, Custom) - This date range will be based on Checkin Timestamp. As you can only view last 1 year’s data, the date filter can only be selected for the past 1 year. 
Preview:


Location History Details 

When a user clicks on the name of the user in the report the system opens a full location detail pop-up including:
  1. Check-In event
  2. Check-Out event
  3. All intermediate Location Updates
Each event includes the following data pointers :
  1. Type of Event (Checked-In / Checked-Out / Location Update)
  2. Start Time & End Time
  3. Duration (HH:MM:SS) - If the location captured is within 500 m of the last location, the locations are merged. 
  4. Latitude & Longitude
  5. Location Name
  6. Distance from Previous Location

Data Visibility (Team & Hierarchy Rules)

The System enforces visibility based on the user data access type:

Access Type
Data Visibility
Individual User
Only their own field activity
Team Access User
All users in their assigned team
Team + Hierarchy User
Team + all downstream hierarchical users

Benefits of the Functionalities

  1. Operational Oversight
    1. Managers can track daily activity, movement patterns, and productivity at a glance.
    2. Complete visibility into field behavior across teams and geographies.
  2. Higher Accountability
    1. Source of check-in/out ensures transparency between mobile and web events.
  3. Improved Planning & Performance
    1. Distance travelled and duration insights help in route optimization, workload planning, and TAT improvements.
  4. Reliable Compliance & Audits
    1. One-year stored check-in/check-out data supports audits, escalations, and compliance reviews.
    2. Async CSV exports allow scalable reporting for large teams.
  5. Reduced Coordination Effort
    1. Hierarchical and team-level viewership eliminates dependency on manual data sharing.
    2. Real-time sync indicators ensure data is always fresh and reliable.

Special Business Use Cases

Below business cases derive immediate value from this solution:
  1. Attendance & Productivity Monitoring
    Admin can validate field activity, location compliance, and working hours.
  2. Sales & Service Route Optimization
    Field Sales Managers can analyze travel/location patterns to optimize daily routes.
  3. Customer Visit Validation
    Use check-in/out markers to validate candidate meeting adherence.

Conclusion

The Field Force Tracking Report consolidates event-level location logs, operational metrics, and user movement history into a scalable, audit-ready report.
With timezone accuracy, hierarchical data visibility, event icons, advanced filters, and downloadable reports, it provides organizations with a complete foundation to monitor productivity, ensure field compliance, and generate reliable insights across teams.

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