> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/reports-by-visit.md).

# Reports by Visit

In Field sales dashboard, admin can check all the reports as per visit

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FFz8AGdo6dAqobq4EX1f6%2Fimage.png?alt=media&amp;token=eb3301dd-cdd1-4bfd-a6c0-c76116a24232" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FqSAhczvuA5Tb4GEq9Qe0%2Fimage.png?alt=media&amp;token=38c9e12d-20b0-4418-9a49-6c5032711d4f" alt=""><figcaption></figcaption></figure>

### **Visit details report**

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FKpVdZ7Xx35CXFok6g8ef%2Fimage.png?alt=media&amp;token=f592d960-71e7-4938-bc6e-a3c4c30ba6e1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F9fxBrdLrPYa1LAVdM9jG%2Fimage.png?alt=media&amp;token=272d3dfe-2fa8-4a4d-a182-826bdf8c8ae1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FKVxazsGPMUU5cNnFJMeT%2Fimage.png?alt=media&amp;token=f681f3e4-9707-416d-b49e-43eee974ba3d" alt=""><figcaption></figcaption></figure>

To download the photo, click on the photo link

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F0F9esmNTl3UrB4P2rJiw%2Fimage.png?alt=media&amp;token=7eb05d72-5e7a-401c-8aea-baddbf727517" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FB5Cd2YCYIR67yK19bqJx%2Fimage.png?alt=media&amp;token=731684a4-6d24-4c9f-88d7-ea730470eb13" alt=""><figcaption></figcaption></figure>

You can check the exact location of the sales agent

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FqxB6GoSfyrGbvohX0pnP%2Fimage.avif?alt=media&amp;token=88b959c5-09d6-4ea3-ad1e-e20d4b514329" alt=""><figcaption></figcaption></figure>

### Visits by City <a href="#visits-by-city" id="visits-by-city"></a>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FA5Tz2Jnu6RM5dhaO04o6%2Fimage.png?alt=media&amp;token=433bd3a2-e10e-4784-9ff2-c63932116b8c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FhrC4SQuaOmDrwkMp9uil%2Fimage.png?alt=media&amp;token=b281fd48-9f20-41d7-a38a-79aa66e26cae" alt=""><figcaption></figcaption></figure>

### Cities visited by agents <a href="#cities-visited-by-agents" id="cities-visited-by-agents"></a>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FtAuis7I1wcefWgU9wqnY%2Fimage.png?alt=media&amp;token=4b8b00b2-35bf-4e0f-b2f0-06ecf2e50a22" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FQp6ZbC66XQS2u7j5S1qr%2Fimage.png?alt=media&amp;token=d6fdb31c-7c19-4c96-b990-3bbda8bf70b3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FzIJuahAKb67xw6bCzWp9%2Fimage.png?alt=media&amp;token=acdbcf47-811b-4ebf-a4dc-38704f13c701" alt=""><figcaption></figcaption></figure>

### Visits by Customers <a href="#visits-by-customers" id="visits-by-customers"></a>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FiAzDQevyTiabMSTnGlIa%2Fimage.png?alt=media&amp;token=a29c1088-09ca-4b4f-91f0-353b4d3442f7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FsXwMIoE17GVgJPMihz00%2Fimage.png?alt=media&amp;token=2f2f3608-f75f-4c08-87f7-b8e278c7d203" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FdcoIT0GZZUdpDz0qm2eR%2Fimage.png?alt=media&amp;token=e220965e-7d6c-4ad7-a186-7d9231818584" 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://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fd6jfsxnbYLpsMMdPoMO7%2Fimage.png?alt=media&amp;token=61842b52-0526-4fc6-bf48-c5d816f018c8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FlxfvdtzOtyMWknwiuyDV%2Fimage.png?alt=media&amp;token=0e208ca3-7a7b-43ad-8d25-18f77bae52b1" alt=""><figcaption></figcaption></figure>

### Visits by customer summary <a href="#visits-by-customer-summary" id="visits-by-customer-summary"></a>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FG1825FMd0UAOIKnf2Ngn%2Fimage.png?alt=media&amp;token=e8a400b6-2af2-447c-b042-7e45341f2f78" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fh8wbMwNMJ1m4P4HibVB7%2Fimage.png?alt=media&amp;token=e2ca5ee5-d574-4194-9343-2fe62573a8eb" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FOoI8nPDZkzEaMeZWA1CY%2Fimage.png?alt=media&amp;token=d13a79b5-d122-400a-9b7c-ee7b4b5214a6" 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://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FXCQh2S4k2bGxsE7QTWr8%2Fimage.png?alt=media&amp;token=b26ba067-3494-4533-98b1-0395fcc37fd5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FqcK1c6GbUlV3CHGZXllT%2Fimage.png?alt=media&amp;token=78782607-7ca5-4ff2-b229-936198a45cc2" alt=""><figcaption></figcaption></figure>

Last updated 11 December 2025
