Travel Report
Travel Report is only available on 'Entry' and higher plans
Travel Report uses your practitioners calendars to determine travel time and distance using Google Maps.
This data can be reported in two ways:
- On screen for a selected practitioner and week: primarily used for 'spot checks'
- Export all practitioners for a fortnight: primary used for pay runs or audits
How to use
Travel Reportis located underManagementin The BOS.- If you are spot checking, simply select a practitioner and the Sunday for the week you are wanting to check.
- If you are wanting an excel export of all practitioners, select
Export Excel File, pick a date, press export, then wait for the export to be emailed to you.
If you have never used Travel Report before, the first export can take a long time as The BOS gets travel details for every journey each practitioner has done. These travel times are 'remembered' for future exports
Settings
Travel Report settings are configurable on your tenant settings page. This allows you to set the configuration for your company at an admin level, then allow admin teams to access the report but not change settings.
Avoid Tolls
Should tolls be avoided? Note that if you change this setting that the next export can take longer as all routes are recalculated.
Travel Category Only
Should we include all appointments in Home Locations or just ones that have been categorised with a Venue of Home?
Travel Distance Warning
longer than this will be highlighted red for review by a supervisor, but will still be included.
Managing Products and Locations
If you have 'Travel Category Only' then you will need to go to Categories -> Products, and set the Venue to Home for any Home Visit appointment types.
You will need to enable locations via 'Locations' settings page for Home Visits. Anything not enabled will be ignored by travel report.