Canvassing Reporting and Exports

Current V2 scope: The web command center ships the shared filters bar, Field View (Map and List), a nine-metric report with daily activity and a disposition breakdown, territory and campaign comparisons, the representative leaderboard, and CSV exports for results, the disposition breakdown, the territory comparison, and the leaderboard. GPS route review and canvassing-specific mobile screens beyond the existing native field app remain planned parity. Web Manager AI analysis is complete in source but pending production; see Canvassing AI.

Open Canvassing > Report for the filtered reporting view described below, or Canvassing > Field View for the live target map and list. Both read the properties and visits loaded and recorded through Manage Canvassing Campaigns, which also covers property loading, CSV target import, and field policy settings.

Viewing either page requires View canvassing; a sales representative with that permission only sees active campaigns and territories assigned to them. Export data is required to download any CSV below. Manage canvassing is required to clear a do-not-knock flag from the Field View property panel, and to see every representative's row on the leaderboard rather than only your own.

Filter the Command Center

Report, Visits, and Field View share one filters bar (Field View omits the date range, since it always shows live state, not a report period):

• Campaign
• Territory
• Representative
• Disposition
• Street, city, state, or ZIP search
• From and to dates (Report and Visits only)

Picking a campaign clears the selected territory. From and To are labeled with the resolved IANA timezone -- the selected campaign's location zone, or the organization default when no campaign is selected. With no dates set, Report shows the last 30 local days. Filter choices persist in the page URL, so a link -- including the leaderboard's View visits link, below -- can restore an exact filtered view.

Field View

Open Canvassing > Field View to see every target's live status, filtered by campaign, territory, representative, disposition, and address. This is live state, not a report period, and it opens in List.

List shows Address, Disposition, Attempts, Representative, Last visit, Follow-up, and a link to open the address in Google Maps, paged 25 targets at a time behind a Load more targets button. The Disposition filter also offers two pseudo-statuses: Unvisited and Do not knock.

Map shows the same live targets as markers colored by disposition, with a legend, and the selected campaign's territory boundaries drawn as polygons. Markers cluster at lower zoom levels and split into individual pins as you zoom in. The map opens in Satellite; a button toggles to roadmap. Map needs a configured Google Maps browser key -- without one it shows a notice to use List for the same live data instead.

Review a Property

Selecting a marker (Map) or opening a row's details (List) shows the property panel: address, current disposition, a do-not-knock banner with a Clear action for a manager (a typed reason is required), attempt count, last visit date and representative, next follow-up date, a link to the linked CRM client record when one exists, and a shortcut to open the address in Google Maps. Visits themselves are recorded from the native field app, not from this office panel.

GPS Route Review

V1 baseline — not available in the current V2 release. GPS routes, shifts, representative locations, and integrity review require the later field-runtime release.

Owners and managers can enable GPS route after narrowing the campaign, territory, representative, and date range.

The route view includes:

• Recorded route breadcrumb
• Shift start and end points
• Visit points
• Tracking interruptions
• Shift duration, distance, moving time, stationary time, and coverage

Large routes are paged and then extended during incremental refresh. Narrow the date range when you need one complete route immediately.

A visit beyond the organization review threshold is flagged for human review but remains saved. Review signals can also cover mocked-location reports, outside or unverifiable territory boundaries, implausible travel, unusually rapid doors, one-location clustering, low coverage, and long tracking interruptions. Nearest-route evidence records the same-shift point time, time difference, and distance when available. These signals support review; they are not proof of misconduct or automated employment decisions.

Reporting Metrics

Open Canvassing > Report for nine computed metrics across the filtered, verified-visit cohort, alongside two live target counts (remaining unvisited, follow-ups due). Every V1 metric label is shown, in V1's own order; a metric this release cannot yet compute reads Not available with the reason underneath instead of a guessed number.

A metric marked Live can still read Not available for a filtered window with no qualifying activity yet (for example, no doors this period) -- that is a data state, not a scope gap.

The reporting period is a verified-visit cohort. Contact, appointment, and sales-conversion rates follow visits in the selected period and their linked outcomes, so an outcome recorded later can update the earlier cohort's rate. Downstream appointment, estimate, sale, and completed-revenue cards instead credit the period in which the appointment attribution, estimate send, or sale activity occurred. Their counts can therefore differ intentionally from the cohort rate numerators.

Daily activity is grouped by organization-local activity date, and the report labels the timezone used for those buckets. Appointments, sales, and completed revenue are not yet available per day. The disposition chart counts every attempt, not only each property's latest status.

Rollup Freshness and Reconciliation

High-volume target and visit writes update territory and shift rollups with statement-level deltas instead of recounting an entire territory for every row. Property status remains tied to the latest append-only visit, and reporting stays linked to the underlying visits and attributions. A full territory refresh remains available as an administrative reconciliation path; use it after a repair or backfill rather than as the normal write path.

Comparisons and Rankings

Territory comparison places total and visited targets, completion rate, attempts, contacts, leads and lead rate, appointments and appointment rate, estimates and estimate rate, and sales and sales rate side by side for every territory matching the current filters. Completed revenue is not yet available per territory.

Campaign comparison places the same knock -> lead -> estimate -> accepted funnel side by side for every campaign matching the current filters instead of every territory: total and visited targets, completion rate, attempts, contacts, leads and lead rate, appointments and appointment rate, estimates and estimate rate, and sales and sales rate. Completed revenue is not yet available per campaign, and this comparison is not included in the Results CSV export below.

Representative leaderboard shows verified doors, contacts and contact rate, appointments, estimates, sales, close rate, XP, and a balanced score. Visits flagged for manager review are excluded. Standings are ranked by the organization's featured metric -- verified doors, contacts, or XP, the only metrics this release can honestly rank by (set under Canvassing settings > XP & goals). The balanced score also weighs completed revenue, which always scores zero until a revenue figure can be attributed. A manager sees every representative; a representative sees only their own row and rank, never a teammate's figures -- rank-only privacy instead controls whether the native mobile standings panel shows teammate names or ranks only. See Manage Canvassing Campaigns for the native standings panel and goals detail.

Competition standings use the metric, eligibility, campaign or territory scope, time window, and minimum threshold saved with each contest. Rank-only privacy hides teammate names from representative views.

Open a Representative's Visits

Select View visits next to a representative's row on the leaderboard to open Canvassing > Visits, carrying the report's current campaign, territory, disposition, and date filters plus that representative -- address search is not carried over.

CSV Exports

Each export control offers a CSV or Print format next to its Export button, and requires Export data. Every export reflects the filters currently applied on screen -- never a separate, unfiltered query.

Visits CSV exports from Canvassing > Visits, and Properties CSV exports from a territory's target list under Canvassing > Campaigns & territories -- see Manage Canvassing Campaigns for both. A GPS CSV is not available; this release has no GPS or shift tracking data to export.

Manager AI

Pending production: Web Manager AI analysis is complete in the V2 app source. Authorized owners and admins with Manage canvassing can ask aggregate performance questions within selected campaign, territory, and date scopes. The application separates verified facts from recommendations; suggestions do not change records. Free-text is reduced to an allowed topic intent before provider work, and names, addresses, notes, customer records, and conversations are excluded. AI credits are charged for requests, with a limit of 50 per member per UTC day plus an hourly limit. See Canvassing AI for full limits. This web update is not available in production yet.