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.
    Check Inor Check Out Based Day Plan Progress Report 5

    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.
    Checkins Reportfor Day Plansina Date Range 1
  4. Select employees from the employee section.
    Checkins Reportfor Day Plansina Date Range 2
  5. From the Summary or details dropdown, select Detail for the level of detail.
    Checkins Reportfor Day Plansina Date Range 3
    It defaults to Summary.
  6. Optional: Ensure that CheckIn Based is selected for Type.
    Checkins Reportfor Day Plansina Date Range 4
    Type defaults to Check-ins Based.
  7. Optional: Change From and To dates as per your requirement.
    Checkins Reportfor Day Plansina Date Range 5
    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.
    Check Ins Report For Day Plans In Date Range
    If you opted for XLS, the browser shows a dialog with Open With and Save File options.