# Reports by Visit

In **CRM**, select **Field Sales** and click on the **Dashboard**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fd80k6eCrIVgkJIqS9beJ%2F0.png?alt=media)

To check all the visit details, select **Visits** in the main filter

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhZqqz0kmMH9qN8WlaXb4%2F1.png?alt=media)

## Visit details report

On visits page, to check the **visits details report**, select **visits details report** in the sub-filter.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FEVgXHgqWh3D891vLlJEC%2F2.png?alt=media)

In the **visit details report** select the **date range** and **sales agent** name and hit the **show report** button and check all the details

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F0RWFfsocVPNullhxVxf0%2F3.png?alt=media)

You can check all the details of the visited site like, date, agent name, customer, start time, end time, duration, site visit photo and the location map

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FXKFG0eoQdcqbbCfhlrQI%2F4.png?alt=media)

To download the photo, click on the photo link

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLVxn2jX0yqvaf995HGeO%2F5.png?alt=media)

To check the exact location of the sales agent, click on **View in Map**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FiwS0oRt8TheElVxVfOB7%2F6.png?alt=media)

You can check the exact location of the sales agent

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F56DhK741kWLUzydcQMmL%2F7.png?alt=media)

## Visits by City

To check the **visit by city** report, select **Visit by city** in the sub-filter.

In visit by city, select **date range**, **sales agent** and click the **show report** button and check all the details. Here, if a sales agent visits a customer more than once in a day, it will count as 1 visit only

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdH0radvE3CkwnqC8j2ex%2F9.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzheuaVxFICtYMzIeONWg%2F10.png?alt=media)

## Cities visited by agents

To check the **cities visited by agent** report, select **cities visited by agents** in the sub-filter.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdUy4Yql8JaAdb5pSKz3T%2F11.png?alt=media)

In **Cities visited by agents,** select a **date range**, and click the **show report** button, and check all the details. Here, if a sales agent visits a customer more than once a day, it will count as 1 visit only

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FTCFOQpNBMxAfa7Y3vbrr%2F12.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCMXk2BdhcTRT5YDuT7Q1%2F13.png?alt=media)

## Visits by Customers

To check the **visit by customers** report, select **Visit by customers** in the sub-filter.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FBJ3qrtAXg8aWUkdE4td3%2F14.png?alt=media)

In visit by customers, select **sales agent, date range**, and click the **show report** button and check all the details. Here, if a sales agent visits a customer more than once in a day, it will count as 1 visit only

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FvDS2xtZTkZmEzJNQ2x1w%2F15.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fx3BHZuTaDyhYEdLO7ah6%2F16.png?alt=media)

To check more details of the site visit, click on the agent name/customer name, a pop-up will show the site visit’s order details

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FGwVnqhkdIgScY51fOjk6%2F17.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fjp2OU7laoRBAuDAMEJQq%2F18.png?alt=media)

## Visits by customer summary

To check the **visit by customer summary** report, select **Visit by customer summary** in the sub-filter.

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fttsj4vsn5Fkb9mEfhNMu%2F19.png?alt=media)

In the **visit by customer summary,** select the **sales agent, date range**, and click the **show report** button and check all the details. Here, if a sales agent visits a customer more than once a day, it will count as 1 visit only

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FTcaF6tfY0ULAzR9Phrnq%2F20.png?alt=media)

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FuBPhMQanqefRxxN5MxFK%2Fimage.png?alt=media&#x26;token=0773d3cf-8e0d-42c7-8b37-c07fa19ba2c0" alt=""><figcaption></figcaption></figure>

To check more details of the site visit, click on the agent name/customer name, a pop-up will show the site visit’s order details

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fkz2siGReyGJ5NTD61sH5%2Fimage.png?alt=media&#x26;token=c6b83008-8012-4beb-8f85-77eb890f7d6e" alt=""><figcaption></figcaption></figure>

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<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FuvnuZIb9WgWd4u8Ylqfx%2Fimage.png?alt=media&#x26;token=bdf24d18-b4c0-44f0-bc7f-578cf6e85fec" alt=""><figcaption></figcaption></figure>
