You can create an export to see information on all visits for a set period. To do this, follow these steps:
Click Reports, then click Planning.
Click Visit/Exports, then click Visits.
If required, use the Branch and Area lists to narrow your criteria.
Enter the date range you require.
From the Export Type dropdown, select Excel.
On the Export Template dropdown, select the template you require.
In the bottom right, click the export button.
🤓Tip: If you don’t have any templates, use Service Duty – Template – Export.