Generate a Check-ins Report for Day Plans in a Date Range

Get a day-wise check-ins of day plans in the selected date range.

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

    The Reports page appears.

  2. Scroll down to the Day Plan section.
  3. Click the Multi Day Plan Summary/Detailed Progress Report link or icon.
  4. Select employees from the employee section.
  5. From the Summary or details dropdown, select Detail for the level of detail.
    It defaults to Summary.
  6. Optional: Ensure that CheckIn Based is selected for Type.
    Type defaults to Check-ins Based.
  7. Optional: Change From and To dates as per your requirement.
    Both From and To default to today.
  8. Optional: In Load report as, select the output report format.
    Load report as defaults to HTML.
  9. 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.
    Vincent's unplanned check-in to Trace Soultions on 2020-06-17 resulted in the row with Planned Visit: NO and Actual Visit: YES.
    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.