The Daily Summary is a powerful tool to quickly view, on a day-by-day basis, the progress of all events scheduled that day.
The Daily Summary can be accessed under the Scheduler category from the Dashboard:
First, select a date from the calendar filter. Next, choose "No Grouping", "Group By Staff" or "Group By Block" from the drop-down menu. Group By Staff displays the staff members in alphabetical order as well as their scheduled events for that day. Group By Block displays your company's Schedule Blocks and all of the events scheduled during those Schedule Blocks. There is also an option to "Show Missing Keys" for staff who do or do not have a key for events they are scheduled for that day. Also included are "1st" and "Last" which means this event was the first event on that invoice or the last event on that invoice.
Group By Staff:
When using Group By Staff, the Calendar icon is "live" and automatically loads the Map Staff Schedule for that staff member:
Group By Block:
The Daily Summary has a date category for events listing the day and time the event is scheduled for and the key status for that event. It also shows the staff member's name, the scheduled service, the client's name, the status of the event (Scheduled, In Progress, Completed, or Cancelled), and if a message was sent to the client when the event was completed.
Events that show "Started" are clickable; click on the "Started" to see more information on that event, such as when it was started. If the visit has been completed, however, the visit duration will be listed in hours or minutes, depending on its length. If there is a location pin next to the visit duration, it can be clicked as well and will show the event's full details, including the times the visit stopped and started, GPS route tracking, the message the staff member wrote, and any Visit Report Card fields they completed. This is helpful if you would like to view that information for a client's visit.
Note: The details shown here depend on your company's GPS Route Tracking and Visit Report Card settings. Time and GPS tracking details can also be seen in other areas of your account. See our help documentation here for more information: Viewing Time Tracking And GPS Data.
Sample Event Details:
