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.
💡 Tip: If you don't have any templates, use Service Duty – Template – Export.
In the bottom right, click the export button.
Key export columns
Once your export opens in Excel, you can use the following columns to find the data you need.
Column | What it contains |
DH | Punctuality start time |
DI | Punctuality end time |
DJ | Punctuality total minutes |
DX | Visit notes |
💡 Tip: To find data such as cancelled visit reasons, hours delivered, or charge rates, use the column headers in row 1 of the Excel file to identify the relevant columns for your export template.