Visits by Household / Person Report

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This report prints information on Visit records contained within the Visits Grid (not scheduled visits). You can choose to run this report for household visits or people visits, but not both. The only filter for this report is choosing the date range for the visits you want to see.

  1. Once you have chosen the options you want, click the Preview button to see the report.
  2. The output of this report is a list of the visits for each person or household.
  3. The report will be sorted by the household name.
  4. If there is information within the Note button on a record and you want to see that on this report, you can check the “Include visit notes” button. This will include the note text underneath each specific Visit record.

 

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