Create reports to analyse your field team's planned vs. actual visit, time and mileage details with their deviations. There are two major types of reports that you can generate here. One is the RIQ Routes Report and the other is the RIQ Field Visits Report. RIQ Routes Reports cover entire routes whereas RIQ Field Visits Reports provide you with the fine details about each individual stop along your route.

How to Create a Route Report   

      1. Open the Reports module in Zoho CRM

2. Click Create Report.

3. Select RIQ Routes as your primary module.

4. Click on rename option

1. Rename the report

2. Add a description

3. Add it to a folder

4. Click "Save"
   

   5. Click Continue

The report configuration page will open; here you can add the required columns, apply date and advanced filters, etc.

6. Add the necessary columns.

1. You can group rows based on fields like Route Status, Owner, etc.

2. You can aggregate numerical columns based on fields like planned visits, travel distance (Mileage Details), etc.
   

1. You can add date filters based fields like Planned or Actual Start Time

2. You can add advanced filter criteria based on fields like Route Status, Owner, etc.

8. Click Run to have a view of the report and save if you wish to save it for future use.
   

9. Now the report will be viewed with all the configurations applied.

Under RIQ Route Reports, there are 2 types that you can create. They are:

1. Basic Route Reports

2. Advanced Route Reports

Basic Route Reports   

With basic route reports, you will be able to create reports with route planned details only and not the actual details. The planned route details are available in the RIQ Routes module.

Feature Availability: Available in the Standard Plan

For example: You could analyse the planned travel distance (Mileage Tracking) but to compare it with the actual travelled distance and the deviation, you would need the Professional plan.

Advanced Route Reports 
  

With advanced route reports you will be able to create reports with a route's planned, actual and deviation details. The route details are available in the RIQ Routes module.

Feature Availability: Available in the Professional Plan

For example: You could create reports to analyze how many stops you planned to visit and compare it with the completed visits.

Basic and Advanced Route Reports

Here is a list of fields in the RIQ Routes module using which you can create basic and advanced reports.

 RIQ Field Visits Report 

RIQ Field Visits Report helps users to study insights from the stops along their routes like how many of the stops were actually visited and how many other visits were skipped. As opposed to the RIQ Routes Report which provides you information on entire routes, the RIQ Field Visit Insights Report gives you details about all of the stops along the way thereby giving you even more deep-drilled knowledge on how your field operations are performing.

This report gives you a complete view of your team’s field activities; from the moment they start their day to the moment they finish. It combines visit data, route performance, location accuracy, and follow-up actions so you can measure productivity and identify improvements.

Here is how you can generate a RIQ Field Visits Insights Report:

1. Log in to your Zoho CRM account

2. Navigate to the Reports section

3. Click "Create Report"

4. In the "Select Primary Module" field, choose "RIQ Field Visits" and click "Continue".
   
   
   
   

5. In the next page, choose "RIQ Routes" as the parent module and the relevant child module you want displayed in your report.
   
   
   
   

6. Choose the columns you want displayed in your report.
   
   Note: To avoid the accidental grouping of different routes that share the same name, row group by the RIQ Record ID field first, and then by RIQ Route Name.           

There are several fields you can choose to edit in as your columns while building your report. The most important ones are:

 RIQ Field Visits

Among these, choose the ones you would like to see in your report.

7. Choose "Run" and then "Save" your report by giving it a name and storing it in a relevant folder.

This report gives you evidence of real world execution and not just planned visits. By comparing planned routes versus performed ones, you can spot patterns, identify them, track field sales teams' efficiency, and calculate just how much of a gap there is between your planning and execution.