Your crew is out in the field completing shifts every day. The Proof of Service Summary Report tells you how well it’s being documented — compliance rates, missing proofs, late submissions — so you can address gaps before they become client conversations.

The Proof of Service Summary Report gives you a quick overview of compliance, missing proofs, late submissions, and overall team performance.

When to Use This

Use this report when you want to:

  • Monitor team compliance and performance
  • Identify missing or late proof submissions
  • Track daily activity across employees and sites
  • Review trends over a selected time period

Go to Proof of Service

  • From the left sidebar, click Operations
  • Select Proof of Service

Set Your Filters

At the top of the page, select:

  • Date Range (e.g., Today or custom range)
  • Site Filter (e.g., All Sites or specific locations)

These filters will update the summary report data.

Choose Report Type

You can toggle between two main views:

Issues Tab

  • Focuses on problems requiring attention
  • Includes:
  • Non-compliance rate
  • Missing proofs
  • Late submissions

Performance Tab

  • Focuses on overall team performance
  • Includes:
  • Shift compliance
  • Proofs submitted
  • On-time submissions

Navigate Report Sections

Use the navigation tabs to explore different summary views:

  • Overview Displays high-level team summary and key metrics
  • Employees Shows performance per employee
  • Sites Breaks down performance by location
  • Analytics Provides deeper insights and trends

Review Summary Metrics

Team Summary

  • Displays key performance indicators such as:
  • Compliance rate
  • Missing proofs
  • Late or on-time submissions

Today’s Activity

  • Shows current status of shifts:
  • Overdue
  • Due soon
  • In progress
  • Completed

Shift Compliance Trend

  • Visual chart showing compliance over time
  • Helps identify patterns and performance trends

Optional: Advanced View

  • Click Advanced View (top right) for more detailed reporting and deeper insights

Important Notes

  • Data updates based on selected filters
  • Metrics reflect real-time or latest submitted data
  • Use both Issues and Performance tabs for a complete view

Tips

  • Check the Issues tab daily to catch problems early
  • Use the Performance tab weekly for team evaluation
  • Review Analytics to identify long-term trends and improvements
Tip

Issues tab daily, Performance tab weekly. That cadence keeps small compliance gaps from quietly becoming large ones.