Generate a Check-In or Check-Out Based Day Plan Progress Report

Get day plan completion progress of one or more employees on a given day.

  1. Go to Web App > Navigation Menu > Reports.

    The Reports page appears.

  2. Scroll down to the Day Plan section.
  3. Click the Check-In/Check-Out based Day Plan Progress Report link or icon.

    The Check-In/Check-Out based Day Plan Progress Report page appears.

  4. Select employees from the employee section.
  5. Optional: Change Date as per your requirement.
    Date defaults to today.
  6. Optional: In Load report as, select the output report format.
    Load report as defaults to HTML.
  7. Click LOAD.
    The sample report shown below was based on the following test data:
    • Both the selected employees have day plans, with two customers in each day plan.
    • Vincent checked into F1 Networks and submitted an activity form.
    • Vincent also checked into Trace Solutions who is not in the day plan, but did not submit any activity forms against it.
    • Ramya did nothing.
    This report doesn't include unplanned visits, such as Vicent checking into Trace Solutions.
    If you opted for HTML, the report opens in a new tab.

    If you opted for XLS, the browser shows a dialog with Open With and Save File options.