How to Filter and Export Visitation Reports by PJP Group

The Visitation Report Export feature helps Client Admins analyze visitation activities more effectively by allowing reports to be filtered based on a specific Permanent Journey Plan (PJP) Group. In addition to existing visitation report filters, the export process now provides visibility into journey plan-related data, making it easier to distinguish visits that originated from a PJP schedule from regular non-PJP visitations. This feature is particularly useful when reviewing employee execution against planned schedules, monitoring visitation performance during a specific planning period, or preparing operational reports that require journey plan context. In this guide, you will learn how PJP information is incorporated into visitation reporting and export results.

To maintain compatibility with existing reporting processes, the overall export workflow and report structure remain unchanged while introducing additional PJP-related information for deeper analysis. Exported reports include journey plan metadata that helps identify the associated PJP group and employee plan, while export activities remain traceable through system logs and audit records. Understanding this feature helps Client Admins generate more meaningful visitation reports, improve performance monitoring, and maintain visibility into both PJP and non-PJP visitation activities across the organization.