Visits by Visit Type Report

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This report prints information on Visit records contained within the Visits Grid (not scheduled visits). It is similar to the Visits by Household / Person Report but there are differences. You can still run this report for household visits and people visits, but you can also do both with this report. Another difference is that it allows you to filter and sort by visit type and/or visited by. You can do this by checking the options you want within the two columns. If you want the report to run for all types, you can use the double arrows to check or uncheck all options.

  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 for the visit information for each person or household grouped by visit type. If you wish to see a report just showing the number of visits for each type, you can select Totals Only from underneath Type of Report.
  3. 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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