SAP C4C Report - Visits

[former_member660531]

Hi expert

Use case : The first visit is the most important, so the report must shows only the first visit for each account (which have the first start date)

Capture 1 : The standard visit report

How can only have the first visit only for every account to have this result : (Capture2)

Any ideas please ?

Best Regards

[mjveerhuis1 · Accepted solution]

Hi Soufiane,

Visits are technically all equal. There is standard no real standard first visit indicator. But you can set up one by defining a extension field. A visit is a first visit when the Last Visit Date/Time in the visit is empty.

Unfortunately this Last Visit Date/Time is not included in the fields that appear when you want to set up a workflow rule for visits. If it was you could use it for setting up a condition and use it as a trigger to update your 'first visit indicator'.

You could create an extension field "First Visit" yes / no, make it mandatory and let the sales make a selection in every visit and include this extension field in your reports for filtering. Alternatively you can do the same with a mandatory survey assigned to the visit and make use of the survey related data sources for setting up a report.

If you really work with a specific visit type or visit category in your visit, you can then of course use them in your report selection.

Kr.

MJ