New! Accountability View on the Operations page
- This new view provides users with a quick, robust snapshot of visit details for both daily activities and date ranges
- Select the "eye icon" toggle view:
- Conditional formatting is a feature that allows users to define certain metrics within a data range
- Here is an example of conditional formatting for Meter O/S:
- Sort columns high to low or low to high by clicking on the column header:
- Completed visits with a DEX file will have a green checkmark vs. completed and incomplete visits without a DEX file
- Quickly filter to one POS when viewing a range of visit dates by clicking the filter icon next to the POS Title and Code:
