It's easy to see the visit history for your clients.
1. Go to the Assistance History section of the Client Service area
2. View the assistance history
Every client visit is listed here, with the most recent ones shown first.
3. Click Next to see the next page when there are too many visits to show on one screen
You can also click the page number to jump around quickly. Or click Prev to go back one page.
4. Pick a date range to view results for a specific time period
5. Click the Download CSV button to export the data to Excel
Downloading the assistance history to Excel lets you run any custom reporting on the data that you can imagine, or back up the data in case you need it for other systems as well. You will see a loading indicator while the system prepares your data. Once it's finished, click the button to download.
