How to generate a Visit report in Excel
Visit Report in Excel
This video will show how to generate an excel report of the information obtained in a visit. This report will show an information sheet for each module that makes up the visit.
To start you have to enter the Side menu> Visits> Visits, locate the visit for which you want to generate the report and press the analytics button. The screen with the general information of the visit will appear and in the upper right part you have to select the button "See full report". Once inside the left side you can use the filters to obtain more detailed information if required. It is worth mentioning that the parameters that are by default correspond to all the information obtained in a month.
To generate the report, press the button "Generate report" and a successful operation message will appear. To download it, you must enter the section of Reports, this is in Side menu> Reports> Reports. When the report is ready, a button will appear that says "Download".
To learn more, watch the video.