Generate in store reports

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View reports with your VisitBasis account

Once reps submit their reports, these are immediately available for viewing in your company’s account.

Get notified when agents submit new reports

Receive automated email notifications whenever your agents submit reports and stay on top of their progress. Email notifications contain links to the PDF report, enabling you to check them even on-the-go.

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Download and share PDF reports

Download reports in PDF format whenever you need and easily share them with clients or business partners.

Give access to reports for clients

Conveniently allow stakeholders to view reports simply by setting the appropriate permissions on VisitBasis.

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View report photos

All photos from reports are automatically uploaded to your account’s photo gallery. You can search and view images, as well as assign further tasks and browse associated reports right from the gallery section.

Grade reports and leave comments

Improve the quality of reports by giving scores and providing feedback to your field teams.

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Edit reports as needed

Make changes to agent reports even after they submit them or invite coworkers to edit reports.

VisitBasis takes care of setup for you

Interested in a demo?

Would you like to see VisitBasis in action before you start with a free plan? No problem. Book an online demo and we will give you a tour of the software.