Follow the steps below to add an Institution to a trip and make sure it appears correctly in your exported Trips report.
1. Open the planner and Trip Information tab
Go to the Planner page for the trip you want to update.
Click on the Trip Information tab.
2. Find the Institutions field
Scroll down to the Client Information section.
Locate the Institution Name (if any) field under this header.
3. Add the Institution
Click into the Institution Name (if any) field and start typing the name of the Institution.
If the Institution already exists in your CRM, it will appear in the dropdown results.
Select the correct Institution from the list.
If it does not appear, you may need to add it to your CRM first (depending on your setup).
4. Save your changes
Scroll to the bottom of the Trip Information page.
Click UPDATE to save your changes.
This step is easy to miss—if you do not click UPDATE, the Institution will not be saved to the trip and will not appear in reports.
5. View Institutions on the Trips report
Go to the Trips page.
Locate the table listing all trips.
Scroll all the way to the right; the Institution column will be the last column in the table.
The Institution you added to the trip will now appear in this column and will be included when you export the Trips report.
6. If you don’t see the Institution column, click the Display Columns dropdown on the right-hand side of the Trips table.
7. In the list, check the Institutions option and click Save to apply the change.
By following these steps, you ensure that Institutions are correctly linked to trips and visible in your exported Trips reports.