1- You can access visit report from the side menu by choosing Reports->Visits
2- What is Filters ?
Filters will help you to search for a specific information , for example you can filter for visits in a specific Area , or visits for a client .
Group By Filter : think of it as a pivot in excel , lets take an example ,
you want to see all visits are made by reps but not in a scattered way , take a look for the table bellow , to achieve it , you can choose group by : Rep
Rep Name | # of Visits | Total Duration |
Rep A | 200 Visits | 15:00:00 hours |
Rep B | 150 Visits | 13:30:00 hours |
Ok lets make it more interesting ,
let assume i want to see , each Rep on every Client Visits like the table bellow :
Rep Name | Client Name | # visits | Total Duration |
Rep A | Client A | 5 | 2:30:00 |
Rep A | Client B | 7 | 1:10:00 |
Rep B | Client A | 10 | 3:40:00 |
Rep B | Client B | 9 | 2:00:00 |
to achieve this , you can choose group by : Rep and Client together .
3- What if you want to see all taken photos , notes , forms etc.. with every visits ?
we got you covered ,
You can select With Photos , With Notes , With Forms etc...
but what is the difference between With Photos and Only with photos ?
With Photos : it will get you all visits and add a column on your report to show the photos if any , if there are no photos in their visits , it will remain as an empty cell .
Only With Photos : it will get you all visits that only have photos taken , so lets assume a rep didn't take any photo , so that visit will not be visible in the report .
4- Unique Visits : if you check this option , it will get you visits that are unique .
for example : your rep visited same client 4 times , if unique visits are checked it will get you only one visit out of 4 .
5- How can you automate this process , lets say you want this exact reports with your desired filters to be sent on weekly basis on Thursday for example
Click on Actions button
Select Schedule Email
Enter your email subject (i.e Visit Report for Rep X and Area Y)
Add your emails ( it can be single or multiple emails )
Select Every Week ( also there are many options like daily ,weekly monthly)
Finally choose your time ( we have several options -> Morning , Noon and evening)
Click Save 😎 and enjoy your scheduled emails