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Schedule Report
Schedule Report

Track planned , scheduled , missed and unscheduled visits

Written by Ayman Atmeh
Updated over a week ago

1- You can access Schedule report from the side menu by choosing

Reports => Schedule

2- What is Filters ?

Filters will help you to search for a specific information , for example you can filter for Specific rep , team or even an area tag .

Group By Filter : think of it as a pivot in excel , lets take an example ,

you want to see all Reps with their Schedule across days , take a look for the table bellow , to achieve that , you can choose group by : Rep & time view : Day

Its color coded as you can see 🚦

Blue : Planned Visits

Red : Missed Visit

Green : Visited as scheduled

Yellow : Unscheduled Visit

If you want to view data in month view , simply just select time view = month in filters section . Columns will be rearranged to months as in the image bellow .

3- How can you automate this process , let's say you want this exact reports with your desired filters to be sent on Daily basis .

  • Click on Actions button

  • Select Schedule Email

  • Enter your email subject (i.e Schedule Report grouped by rep)

  • Add your emails ( it can be single or multiple emails )

  • Select Every Month , then select a specific day for example 14 , so you will receive report on 14th on each month ( 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

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