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In this article, I'm going to show you how you can use the Visit Report in Contele Field Team Manager

Generating the Report

Access the system's side menu, go to Reports > Visits.

Within the Report, you have several ways to get the information you need for consultation or export.

You may:

Use the "Search" field to find any information;
Use a date filter, with predetermined or custom periods;
Filter Visits by category;
Filter or search by Forms;
Filter by User;
Search by types of labels;
Filter visits by status (completed, incomplete, pending, etc).

To differentiate each visit, edit the Categories color by clicking the button, selecting the category, and changing the color.

It is not possible to delete Visits that have already taken place.

Remembering that you can change the information in the visit report by clicking on the report edit items for each visit, such as:

Service Order No;
Date of Visit;
Location / customer name;
From the User;
Check-in time;
Check-out time;
Duration of visit;

You can view the complete Work Order by clicking the View Work Order 📄 icon or you can export it in Excel, Summary PDF, and Detailed PDF formats.

Tip: See a Guided Tour learn how to use the Visit Report.

What are Visit statuses?

Full visit: visits with check-in and check-out, carried out today or in days gone by.
Incomplete visit: Visits with check-in only, scheduled for TODAY .
Late visits: Visits with a scheduled time, which were not carried out and have already exceeded the scheduled time.
Missed Visits: Visits without check-in and without check-out scheduled for the previous days.

How to Export and Print

After adjusting the Report, just send the report to the desired email, directly on the “export” icon.

The Visit Report can be exported in 2 formats: XLSX (excel) and PDF, being detailed or summarized.

In PDF format, as soon as you receive it in your email, just download it and it will be ready for printing if you wish. A tip: the shortcut Ctrl + P opens the print box.

See an Analysis of the Exported Visit Report:

When selecting many columns to export, the PDF may come with line breaks.
Visits with canceled and declined status also appear in the report.
Please note: Contele Team Manager can export up to 5,000 locations and 5,000 users at the same time.

Reminder: the system stores all of them while the subscription is active, but we indicate that the export must be done periodically so that in the event of need, you don't have to export for very long periods.

Visit Report Questions

Why don't my forms appear in the visit report?

The reason for this is that Forms is disabled. When a form is disabled, it is unavailable for use on the system.

How to solve: in the side menu, go to Settings and go to Forms. Go to the Template column and click Enable on the Disabled Forms you want to check in the reports.

I edited the Location, but the Visit history hasn't Changed

What is the Difference Between Missed Visits and Pending Visits?

How to Remove Check-in or Check-out

How to Validate Visits

Edit and Adjust Visits

If the category of a visit is changed, this change will only occur in the visit and not in the registered place.

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Date of last article update: August 13, 2021
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