Viewing a Visit Report (Windows)

To view the visit report before finalizing it:

  1. Navigate to the Visit page.
  2. Click on the Report tab.
  3. Select the activities you want to include.
  4. Click Confirm. The visit report is displayed on the screen.
    Note: If the visit is already finalized, the report is shown as soon as you click on the Report page.

Viewing a Visit Report (Android/iOS)

To view the visit report before finalizing it:

  1. Tap on the Visit.
  2. In the context menu select Create Visit Report option.
  3. Select the activities you want to include.
  4. Click Confirm. The visit report is displayed on the screen.
    Note: If the visit is already finalized, you can view the report by selecting View Visit Report in the context menu.