This report provides a list of overlapping visits during the selected date range. Select the criteria you want to use to filter the report:
1. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. Change the following fields if you want to filter by specific items other than the default settings:
● Enterprise Edition selects the Active Only check box and the report includes only active employees. Clear this check box to include active and inactive employees.
● The Employee Id's From and Employee Id's Thru fields include all employees in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Employee Name From and Employee Name Thru fields contain All to include all employees in the report. To filter the report by a specific employee, or a range of employee names, enter the range of names in these fields.
● The Service From and Service Thru dates include the previous month's visit dates. To filter by upcoming visit dates, or any other dates, click in the Service From and Service Thru fields and select the appropriate dates from the calendars.
3. Click the link below to learn about the report content:
Understanding the report content
