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Cross-Location Visit Summary Report

Updated over 2 weeks ago

To access the Cross-Location Visit Summary Report, open the App Drawer then click View All > Reports > Attendance > Cross-Location Visit Summary.

The Cross-Location Visit Summary Report is an attendance report that displays a summary of cross-location visits made during a selected date range.

Cross-location visits are visits clients make to locations that are not their home location. The summary cards at the top of the page provide an overview of the key information in the report.

Summary cards in the Cross-Location Visit Summary Report

Summary card

Description

Total

The total number of locations that were visited by clients who were not visiting their home location during the selected date range.

Headings in the Cross-Location Visit Summary Report

Heading

Description

Home Location

The clients’ home location.

Visit Location

The location that was visited.

Number Of Visits

The total number of visits made by clients of the home location to the location visited.

Revenue

The revenue generated by clients while visiting the secondary location.

Advanced filters in the Cross-Location Visit Details Report

Filter

Description

Home Location

Determines which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.

Location Visited

Determines which clients to include in the report based on the location they visited.

Sold Location

Determines which sold location to include in the report.

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