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Visit and Test Drive reports
1 min
Created by Larissa Aniceto on 4/17/2023 3:14 PM
Updated by Karine Moreira on 8/4/2023 5:26 PM
To create these reports, you must activate the Visit and Test Drive reports following the next steps:

1.- Go to apps and click in the + symbol located at the bottom right corner of the screen

2.- Click Show All and scroll down until you find Visits. Click it.

3.- Follow the steps 1.- and 2.- to select Test Drive

 
 

Once done this, you’ll be able to see the Visits reports, and the Test Drive reports

 
 
 

Clarification: this report is not taken by cohort, so it allows you to see some actions performed by the groups in real-time. In other words, if an agent made an appointment today for a client who was generated a month ago, you could filter for "today" to see the day's schedule. 

 
 
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