How to Run the Visit Reports

The purpose of the Visits Report by Team Member and by Client is to provide insight into Visit details to identify trends, ensure compliance and improve operations.

Visits Report by Team 

• Select Team: Select team(s) or select all
• Team Members Selection: Multi-select or select all Team Members to include in the results
• Zip Code: Optional parameter – filter results by Visits conducted in a specific zip code
• Date Range: Select the from and to date for the desired Visits

Once the parameters are entered, the results populate the table, and the boxed statistics summarize the results; the statistics can be hidden from view by clicking Hide Statistics

• Sort By: Team Member Name, Visit Duration, number of Completed Visits or No Show visits
• Sort Direction: Ascending or descending
• Filter By: Filter out team members who have No Visits, Completed Visits, or No Show visits
• Hide statistics: Click this label to hide the boxed statistics
• Billable and non-billable visits are indicated with green and orange icons within the widgets

Click on the arrow in any of the Team Member rows to display the details of their visits. If the Team Member does not have a Visit within the parameters, the row displays ‘No Visits’.

If a Visit has a memo documented, hover over the ‘View Note’ label to display the notes

Visits Report by Client

• Select Team: Select team(s) or select all
• Clients Selection: Multi-select or select all Clients to include in the results
• Zip Code: Optional parameter – filter results by Visits conducted in a specific zip code
• Date Range: Select the from and to date for the desired Visits

Once the parameters are entered, the results populate the table, and the boxed statistics summarize the results; the statistics can be hidden from view by clicking Hide Statistics

• Sort By:   Client Name, Visit Duration, number of Completed Visits or No Show visits
• Sort Direction: Ascending or descending
• Filter By: Filter out clients who have No Visits, Completed Visits, or No Show visits
• Hide statistics: click this label to hide the boxed statistics
• Billable and non-billable visits are indicated with green and orange icons within the widgets

Click on the arrow in any of the Client rows to display the details of their visits. If the Client does not have a Visit within the parameters, the row displays ‘No Visits’.

If a Visit has a memo documented, hover over the ‘View Note’ label to display the notes