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:

  1. From Navigation Menu ,go to Reports & Analysis and choose General Reports.
  2. Select Area report tab and choose Area report.
  3. Select an Activity to compare visits with planned areas.
  4. Select Territory and users.
  5. Choose location Field Name of activity.
  6. Choose a date range.
  7. Click on SUBMIT to extract report in Excel Format.




Revision #4
Created Sat, Apr 27, 2019 7:16 AM
Updated Wed, Oct 23, 2019 5:31 AM by Kamna