Review visits

The visit log lists every visit your reps made or skipped, with what happened on it. Use it to check a rep’s day, to follow up a skipped customer, or to see which visits a figure on the field dashboard is made of. It needs View on Field dashboard.

Find a visit

1. Go to Field ‣ Operations ‣ Visit log. The newest days come first.
2. Click a status above the list to see only those visits: All, or one visit status such as Completed or Skipped. Each shows how many visits it holds.
3. To narrow the list further, click Add filter and pick a filter.

Filter	What it keeps
Field rep	The visits of one rep.
Customer	The visits to one customer.
Date	The visits on the days between From and To.
Planned	Yes for stops on the rep’s route, No for ad hoc visits.
Productive	Yes for completed visits that ended with an order or an invoice.
Order taken	Visits where the rep took an order.
Invoice taken	Visits where the rep invoiced on the spot.
Payment taken	Visits where the rep took a payment.
Return taken	Visits where the rep took back goods.

Click Clear all to remove every filter.

Tip

The cards on the field dashboard and the rep page open the visit log already filtered to the period, the rep or the kind of visit the card counts.

The list shows these columns:

Column	What it shows
Check-in	The date and time the rep checked in. Empty for a visit not started or skipped without a check-in.
Rep	The rep who made the visit.
Customer	The customer visited.
Type	Planned for a stop on the route, Ad hoc for a visit off it.
Status	Where the visit stands, for example In progress, Completed or Skipped.
What happened	Order taken, Invoice taken, Payment taken and Return taken, for each that applies.
Skip reason	The reason the rep picked when skipping.
Time spent	The minutes between check-in and check-out.

Open a visit

Click a row to open the visit in a panel beside the list. The panel’s title is the customer, and under it the rep, Planned or Ad hoc, the stop’s place on the route and the day. The visit’s status sits beside the title.

Part	What it shows
Check-in	The time the rep checked in, with the latitude and longitude their phone reported.
Check-out	The time the rep checked out, with the position.
Time spent	The minutes the visit took.
Skip reason	For a skipped visit, the reason the rep picked and the note they wrote with it.
Documents taken	Each document raised on the visit: an invoice, order, payment, return or shipment, with its number and amount, and for a payment the method, Cash, Card or Bank transfer. None when nothing was taken.
Rep’s notes	What the rep wrote about the visit, or None.

Each amount is the one recorded when the server accepted the document, in that document’s currency. A document voided later still shows here; the dashboard figures leave it out.

Note

The visit log is for reading. A visit is checked in, checked out or skipped by the rep in the rep app; the documents on it are changed in the module that owns each one.