Monitoring Visit Status Report
This is a spreadsheet that gives a month-by-month summary of the visits that have occurred during that month. Users can sort and filter by site, monitor, meals and number of visits. Information on the visits include:
- Date
- Meal Type
- Announced or Not Announced
- Visit Type if not a typical visit (for example, pre-operational or a CAP follow-up)
- Not Home when visit was attempted
This information is followed by the number of reviews in the selected date range and the meal types that were monitored.
- Login as a sponsor admin user. This will take you to the main sponsor dashboard.
- Click on the green tab labeled Reports. This will take you to a screen to select the report category.
- From the dropdown, select the category Monitoring and Training.
- Click on the report titled Monitoring Visit Status Report.
- Select starting and ending Month/Year.
- Select specific sites or all sites.
- Select specific monitors or all monitors.
- Click the green Run Report button to create a hyperlink.
- Click the Download Report hyperlink to download the report in XLS format.
