Company visit history

Find visits for one exact customer company. Visit reports require visit-report access and show only employees in your scope.

Filter and run

1. Open Reports → Visits and choose the named View. Set the Date range, Office, Team and Executive.
2. Expand More filters to choose Custom form; Verification as All visits, Verified or Unverified; Exact company name; or Search visits by employee, company, contact, remarks or reference. Complete any required selection for this view, then select Apply filters.
3. Review charts and sortable, pageable records. Open a Visit ID to see details, photos, signatures, forms and orders where available. With report download permission, use Copy CSV, Export CSV or Export Excel for the same selection. Refresh report data to reload.

Read this view

In More filters, enter the Exact company name; it is required for Company history. Workspace search can also find a company. The name must match the recorded company name; a partial search belongs in Search visits instead. Review the matching entries and open a visit to inspect the evidence.

Example and troubleshooting

For a fictional Acme Traders visit, select the date and team, then open the matching Visit ID. If nothing matches, verify the date, employee scope, exact company spelling, form and verification filters. A plan reference from Beat Plan also narrows results; choose Clear plan filter to remove it.

Columns and selection

Each matching visit identifies the visit and employee, employee email, team and office, visit date, company, contact details, address and remarks, visit type and product or service, meeting status and times, follow-up, recorded distance and travel minutes, verification, reference and coordinates. Available images and signatures are opened from the record. Company matching is exact and case-insensitive. Direct report exports contain data rather than photo or signature files. Narrow filters if more than 2,000 visits match.