How to report field execution to clients without spreadsheets
What data to capture from the start so client reports require less rework.
Capture report-ready data
Every visit should store client, service, POS, user, date, status, and evidence to avoid manual reconstruction.
Group by account
The agency needs to separate reports by client without duplicating operational work.
Keep traceability
A KPI is stronger when it can open down to the evidence that supports it.