Customize Site Visit Screen

Users can customize the site visit screen by applying filters, sorting criteria, changing views, and exporting the site visit data.

Filters

To apply filters, follow the steps below.

1. Navigate to the Site Visit screen by following the steps in the Site Visit Navigation.
2. Click on the Filters button and apply the following filters by accessing the dropdown options.
3. Additionally, enable the Show Favorites Only toggle switch to display visits marked as favorites.

   

Sort

To sort the site visit data, follow the steps below.

1. Click on the Sort By button.
2. Select a Sort Criteria.
3. Click on the Up and Down arrow.

   

Views

To customize the Site Visit screen view, follow the steps below.

1. Click on the Card View button to display all site visits in a tile format.

   

2. Click on the List view button to view all the site visits in a list format.

   

3. Select the Calendar View button to display all site visits in a Day, Week, Month, Quarter, or Year format within a calendar layout.