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> View the history of appointments for a given field worker 

31 July 2020
Categories
Performance analysis
Tags

Support > Performance analysis > View the history of appointments for a given field worker 

  View the history of appointments for a given field worker

To display only the appointments completed by a specific field worker, just follow the steps below:

1
Go to the “Order report” tab of the “Analyze” module.
2
Select the period in which appointments were completed using the date pickers in the top-left hand corner of the interface.

3
Click on the “” icon.
4
Click on the “” icon to add a filter.
5
Select “Agent” equals “Email of the required agent“.

6
Click on the blue “Apply” button.

Note: You can also apply a “State” filter to display only the “Done” appointments for this agent.

Note: You also have the possibility to export the list of orders in CSV format by clicking on the green “Download plan orders” button.

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> Access the statistics of routes
> Generate service reports
> View the history of orders for a particular customer
> Validate the completion of an appointment from the web interface
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    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us