How to Export Visits

Overview 

You can export your visit records from FieldPie to work with them outside the application, for reporting or sharing. You choose the visits you want and download them as an XLSX or CSV file. Filtering and selecting before you export keeps the file focused on exactly the records you need. 

Before You Start

You need access to the Visits area and permission to export data. Filter and select the visits you want first so the file contains only those records. 

How to Export Visits

  1. In the left navigation menu of FieldPie, select Visits. 
  1. Select the visits you want using the checkboxes. 
  1. Click the export icon in the top-right corner. 
  1. Choose XLSX or CSV as the export format to download the file. 

Tips and Things to Know

  • Filter before exporting to keep the file tightly scoped. 
  • Choose XLSX for Excel, or CSV to load into another system. 
  • Exports are a quick way to share visit data with people outside FieldPie. 
  • For a richer, on-screen analysis instead of a file, use the real-time visit analysis view. 

Frequently Asked Questions

XLSX or CSV. Choose XLSX to open in Excel, or CSV to move the data elsewhere.

Yes. Select just the visits you want with the checkboxes before exporting.

Yes. The real-time visit analysis view lets you review completed visit data on screen without downloading a file.