All Collections
Visit and Test Drive reports
Visit and Test Drive reports
Appointments and Test Drives
Amanda Pongetti avatar
Written by Amanda Pongetti
Updated over a week ago

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. 

Related articles:

Did this answer your question?