How Check-in / Check in Reports Work (Web App)

Check-in reports are an excellent way to get a copy of your weekly report. Every time you create a check-in for an account, Badger saves that information and adds it to your check-in report.

 Your check in report will include

•  account information
• a timestamp of when the account was visited
• all check-in notes that you wrote when you went to that account

For more information about how to export check-ins, check out this article.

Try out our custom reporting spreadsheet

This sheet will allow you to filter your check-in reports by the field value of your choice.

Filter by any fields in your check-in reports 

Examples include:

• Next Step
• Check-ins
• Priority
• Sales Stage
• & More

Download Badger Maps' Custom Reporting Sheet

To set up fields like the ones above in your account details, check out our guide here.