# Reports by Visit

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

<figure><img src="/files/6wwGmf2V4IhfBZrIEUHw" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/0Km0xJ3uOUAMW04MYQxW" 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="/files/Dbur7ODNXKL4y8A7R6SC" 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="/files/jN2qa4dDWghVYvdJuD56" 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="/files/eYYXcnbHJEhRYG7txpgE" alt=""><figcaption></figcaption></figure>

To download the photo, click on the photo link

<figure><img src="/files/SQ74nY0AdotEtZkaZPDH" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/0AoBhEcH8P5poxjRL2Rb" alt=""><figcaption></figcaption></figure>

You can check the exact location of the sales agent

<figure><img src="/files/fVPaynTNiSANtFYSodi9" 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="/files/FhlaE2AYVkovylEmvDIH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Yr2iMdAo1QanJCRbcSLA" 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="/files/EHRDQ4O6PCmisRrH4Oq4" 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="/files/MVY0cSVskfxAYZyflwUr" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/1S8nqh8msO3IW4fpfSyl" 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="/files/tYy5PZSb8XqPP8zT0M20" 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="/files/cH2LZlu0Xq7bPUckor4Z" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/dcayBbfssl2bJvN37Egk" 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="/files/v29VAIBohZOoh78ERRMF" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cRg8Rmf127Avn1pP1Xzm" 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="/files/SOQcX9C3Ddy7hP17aYd5" 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="/files/9NHglZQngniSIdMxTc5D" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/56BTDmaOquZ0uE5vwxED" 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="/files/Rx7NhVg0cyGX5u0n6eJw" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/CnvU5SVgacnJAAXaOEgO" alt=""><figcaption></figcaption></figure>

Last updated 11 December 2025


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