How to compare tour plan with actual areas visited by team?
To download Area reports, you must have permission of area reports, click here to assign permissions:
- From Navigation Menu ,go to Reports & Analysis and choose General Reports.
- Select Area report tab and choose Area report.
- Select an Activity to compare visits with planned areas.
- Select Territory and users.
- Choose location Field Name of activity.
- Choose a date range.
- Click on SUBMIT to extract report in Excel Format.