Track every client, site, and task visit your field team makes - with outcomes, follow-ups, and orders in one view.
Visit Reports gives managers a centralized view of all visits carried out by field employees, whether they're client/site visits or visits tied to an assigned task. Instead of relying on end-of-day calls or reports, you can see what happened on each visit, what needs following up, and which visits led to an order.
How to Access Visit Reports
Log in to the Admin Panel. [confirm: original said "HR Management system" - is this the Admin Panel?]
Go to Field Tracking → Visit Reports.
Summary
The top of the page shows key visit numbers at a glance:
Visits - total number of visits
Task Visits - visits made as part of an assigned task
Follow-up Due - visits that still need a follow-up
With Order - visits that resulted in an order
Filters
Narrow down visit records using:
Date Range - Daily, Weekly, 15 Days, Monthly, or a Custom range
Employee - search for a specific field employee
Search - search by party name or visit notes
Source - filter by where the visit came from [confirm: what are the source options, e.g., planned visit, task, or ad-hoc?]
Outcome - filter by the result of the visit
Status - filter by the visit's current status
Visit Report Details
Each visit in the report shows:
Source - where the visit came from
Employee - the field employee who made the visit
Party - the client or dealer visited (from your Party Master)
Start & End Time - when the visit began and ended
Duration - how long the visit lasted
Outcome - the result recorded for the visit
Status - the visit's current status
Follow-up - whether a follow-up is needed, and when
Order - any order linked to the visit
Export
Click Export Excel to download the visit report - useful for further analysis, sharing with management, or keeping records.