Snowtrack Report
In this report you can see a complete documentation of the work performed for each of the customers that include Time Tracking and Materials.
To access SnowTrack Report, go to Reports from the top menu>click SnowTrack.
Under Snowtrack, a drop-down option will show its sub categories for the reports you want to see:
- Time Tracking
- Time Tracking by Customer
- Material
- Material by Customer
- Pictures by Customer
- Customer Activity Report
Time Tracking Report
- You can find in this report a summary of the SnowTrack Time activities your employees have performed during a specific period with the following Information:
- Customer Name – shows the name of the particular customer.
- Customer Number – shows customer number.
- Phone Number – Shows the phone number of the particular person.
- Vehicle ID- shows the specific vehicle ID provided to the particular vehicle.
- Empl. ID – Shows the ID of the specific employee that was provided to it.
- Empl. Name – Simply shows the name of the employee.
- Date – Displays the date when was the specific event held.
- Arrive Time – The actual time from when tech taps on start plow/sidewalk/salt/site done.
- Depart Time -The actual time from when tech taps on end plow/sidewalk/salt/site done.
- Time at Customer – The duration between Start and End time.
- Plow, Salt, Shovel – It’s the service type.
- Material- Shows the name of a specific material.
- Qty- shows the QTY of the material.
- Notes – Shows the notes provided by the specific person.
Go to Reports Menu on the top>Click SnowTrack>Click Time Tracking
Getting the Time Tracking Report:
- You can filter the report by the following:
- Employees –Name/s of employees
- Click on Select Employees
- You can SELECT ALL or click selected employee/s from the Drop Down Menu
- Date/s – specific date of the report
- After you selected the employee/s and the start and end date, click on Get Report.
- Employees –Name/s of employees
- Alternately, you can also select a period rather than selecting a specific date:
- Yesterday | Today | last Week | This Week | Last Month | This Month
We can also export the Report into Excel or PDF format by clicking on the Actions Button.
Actions Button
- Export to PDF
- Export to Excel
- Configure Report Columns
- Schedule Report
- Add to Favorites
Export Report
- Click on export to Excel or export to PDF to download the report to your computer. Either way, you can completely see the details in the report.
Configure Report Columns
Enable or disable the columns on this report if you want to see them or not. When disabling the column/s, once you generate this report that specific column will be removed.
Uncheck columns you don’t want to see in the Report. Click SAVE after configuring.
Schedule Report
You can also Automatically schedule a report on a specified frequency. Refer to Schedule Report Module.
Add to Favorites
If you are frequently using this Report, you can select and Add it to your Favorites.
After you added a Report to Favorites, a Favorite Tab will be added at the top right of the left panel. All reports that are added to Favorite will be listed in the Top panel for easy access.
Time Tracking by Customer Report
- You can find in this report a summary of the SnowTrack Time activities your employees have performed by Customer on a specific period with the following Information:
- Customer Name – shows the name of the particular customer.
- Customer Number – shows customer number.
- Phone Number – Shows the phone number of the particular person.
- Vehicle ID- shows the specific vehicle ID provided to the particular vehicle.
- Empl. ID – Shows the ID of the specific employee that was provided to it.
- Empl. Name – Simply shows the name of the employee.
- Date – Displays the date when was the specific event held.
- Arrive Time – The actual time from when tech taps on start plow/sidewalk/salt/site done.
- Depart Time -The actual time from when tech taps on end plow/sidewalk/salt/site done.
- Time at Customer – The duration between Start and End time.
- Plow, Salt, Shovel – It’s the service type.
- Material- Shows the name of a specific material.
- Qty- shows the QTY of the material.
- Notes – Shows the notes provided by the specific person.
Go to Reports Menu on the top>Click Snowtrack>Click Time Tracking by Customer
Getting the Time Tracking by Customers Report:
- You can filter the report by the following:
- Customers–Name/s of Customers
- Click on Select Customer
- You can SELECT ALL or click selected customer/s from the Drop Down Menu
- Date/s – specific date of the report
- After you selected the employee/s and the start and end date, click on Get Report.
- Customers–Name/s of Customers
- Alternately, you can also select a period rather than selecting a specific date:
- Yesterday | Today | last Week | This Week | Last Month | This Month
Export Time Tracking by Customer Report
We can also export the Report into Excel or PDF format by clicking on the Actions Button and selecting Export to PDF or Export to Excel.
SnowTrack Material Report
- You can find in this report a summary of the Materials used in SnowTracking by your employees during a specific period with the following Information:
- Customer Name shows the name of the particular customer.
- Customer Number shows customer number.
- Phone Number Shows the phone number of the particular person.
- Vehicle ID shows the specific vehicle ID provided to the particular vehicle.
- Employee ID Shows the ID of the specific employee that was provided to it.
- Employee Name Simply shows the name of the employee.
- Date Displays the date when was the specific event held.
- Salt (lbs) Name of a material.
- Bag (salt) Name of a material.
- Sand (lbs) Name of a material.
- Liquid De-Icer (gal) Name of a material.
- Snow (in) Name of a material.
- Ice Melter (lbs) Name of a material.
- Ice Melter (Bag) Name of a material.
Go to Reports Menu on the top>Click SnowTrack>Click Material
Getting the Material Report:
- You can filter the report by the following:
- Employees
- Click on Select Employee/s
- You can SELECT ALL or click selected employee/s from the Drop Down Menu
- Date/s – specific date of the report
- After you selected the employee/s and the start and end date, click on Get Report.
- Employees
- Alternately, you can also select a period rather than selecting a specific date:
- Yesterday | Today | last Week | This Week | Last Month | This Month
- Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report.
Material by Customer Report
- You can find in this report a summary of the Materials used in SnowTracking by your employees by Customer on a specific period with the following Information:
- Customer Name shows the name of the particular customer.
- Customer Number shows customer number .
- Phone Number Shows the phone number of the particular person.
- Vehicle ID shows the specific vehicle ID provided to the particular vehicle.
- Employee ID Shows the ID of specific employee which was provided to it.
- Employee Name Simply shows the name of employee.
- Date Displays the date when was the specific event held.
- Salt (lbs) Name of a material.
- Bag (salt) Name of a material.
- Sand (lbs) Name of a material.
- Liquid De-Icer (gal) Name of a material.
- Snow (in) Name of a material.
- Ice Melter (lbs) Name of a material.
- Ice Melter (Bag) Name of a material.
Go to Reports Menu on the top>Click SnowTrack>Click Material by Customer
Getting the Material by Customer Report:
- You can filter the report by the following:
- Customers
- Click on Select Customer/s
- You can SELECT ALL or click selected customer/s from the Drop Down Menu
- Date/s – specific date of the report
- After you selected the employee/s and the start and end date, click on Get Report.
- Customers
- Alternately, you can also select a period rather than selecting a specific date:
- Yesterday | Today | last Week | This Week | Last Month | This Month
- Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report.
Pictures by Customer Report
- You can find in this report uploaded photos of the job by the employees by customer on a specific period. Only photos after 10/21/2019 can be downloaded.
- Customer Name
- Start Date
- End Date
Go to Reports Menu on the top>Click SnowTrack>Click Pictures by Customer
Getting the Pictures by Customer Report:
- You can filter the report by the following:
- Customer
- Click on Select Customer Field Box
- Type in the Name of the customer or
- Scroll down until you find the name of the customer
- Date/s – specific date of the report
- After you selected the employee/s and the start and end date, click on Get Report.
- Customer
- Alternately, you can also select a period rather than selecting a specific date:
- Yesterday | Today | last Week | This Week | Last Month | This Month
- After you click on Get Report:
- Uploaded photos for the customer can now be downloaded:
- Click Download all Images or
- Click Download (Customer Field) or
- Click Download (Date, Pre Images, Post Images Field)
- You can find these downloaded photos in your desktop’s destination folder for all your downloaded items.
- Uploaded photos for the customer can now be downloaded:
Customer Activity Report
- You can find in this report a summary of each customer activity performed by the employee on a specific period with the following Information:
- Customer
- Employee ID Shows the ID of a specific employee that was provided to it.
- Employee Name Simply shows the name of the employee.
- Arrive Time Shows the Arrival time of the vehicle.
- Depart Time Shows the departure time of the vehicle.
- Time At Customer Indicates the amount of time spent by an employee at a specific customer location.
Go to Reports Menu on the top>Click SnowTrack>Click Customer Activity Report
Getting the Customer Activity Report:
- You can filter the report by the following:
- Customers
- Click on Select Customer/s
- You can SELECT ALL or click selected customer/s from the Drop Down Menu
- Date/s – specific date of the report
- After you selected the employee/s and the start and end date, click on Get Report.
- Customers
- Alternately, you can also select a period rather than selecting a specific date:
- Yesterday | Today | last Week | This Week | Last Month | This Month
- Click on export to excel or export to PDF to download the report to your computer. Either way, you can completely see the details on the report.
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