Agent App Report

The Agent Report in the O2VEND Agent App provides a complete overview of an agent�s sales activity, customer interactions, and order contribution.
It includes detailed insights such as customer details, branch mapping, order count, sales amounts, role information, and performance indicators.

Purpose of the Report

The report provides clarity on:

  • Total orders created by the agent
  • Value and quantity of orders handled
  • Branch, warehouse, and customer group allocation
  • Completed sales vs. created orders
  • Profile and role verification for the agent
  • Shipment and invoice progress tracking

This enables accurate monitoring of sales activity across retail, distribution, and field operations.

Navigation Path

  1. Open Agent App
  2. Go to Reports
  3. Select Agent Report
  4. Apply necessary filters:
    • Agent Name
    • Start Date
    • End Date
    • Branch / Warehouse

Agent Information Section

Displays all key agent identity and profile data:

  • Agent Name
  • User Name
  • Created On
  • Employee Code
  • Email
  • Phone Number
  • User Type (Employee, Billing Employee, Delivery Employee, Sales Agent, etc.)
  • Customer Group
  • Branch Name
  • Channel Name

This section validates the role, department, and operational assignment of the agent.

Sales Orders Section

Shows all orders created by the agent in the selected date range.

Columns

Column Description
Created On Date and time the order was generated
Number / Branch / Customer / Order Count Invoice number, branch, and customer name
Quantity Total items in the order
Created By Agent who created the order
Total Amount Total value of the order

Additional status indicators include:

  • Total items
  • Shipped quantity
  • Delivery challan / Invoice status

These help track order progress and shipping readiness.

Sales Section (Completed Transactions)

This section lists only completed or invoiced sales:

  • Fully processed orders
  • Delivered orders
  • Total sales revenue attributed to the agent

It helps differentiate between order creation and billing completion, ensuring accurate performance measurement.

Filters and Advanced Search

Search capabilities include:

  • Agent
  • Customer
  • Branch / Warehouse
  • Order Number
  • Date Filters

Ideal for locating specific transactions or customer activity quickly.

Export & Automation

The Agent Report supports:

  • Export All (CSV / Excel)
  • Email Report
  • Scheduled Delivery (Daily, Weekly, Monthly)

These tools assist managers in reviewing performance regularly without manual effort.

Key Performance Insights

The Agent Report provides clarity on:

  • Total order generation
  • Sales value contribution
  • Order volume and fulfillment progress
  • Customer coverage and branch operations
  • Agent performance trends across selected dates

Overview & Business Value

The Agent Report in O2VEND serves as a critical performance and monitoring tool for:

  • Sales Agents
  • Delivery Agents
  • Store Staff
  • Operational Managers
  • Business Owners

It delivers clear visibility into agent output, customer engagement, and revenue contribution, supporting data-driven decision-making.