How to Access and Navigate the Visitation Dashboard

The Visitation Dashboard provides administrators with a centralized view of employee visitation activity across a selected date range. The dashboard displays a calendar-style matrix that helps you monitor completed visits, compare employee activity, and quickly identify visitation patterns without opening individual records. Flexible search and filtering options make it easy to focus on specific employees, working groups, locations, or employment statuses based on your reporting needs.

Selecting any date within the matrix allows you to drill down into an employee's visitation activity for that specific day, making the dashboard an effective starting point for operational monitoring and performance reviews. Because search and filters work together, you can efficiently narrow large datasets while maintaining a clear overview of visitation performance across your organization.