You can export visits from the Schedule page as a CSV file for use in Excel or other spreadsheet apps.
Note:
Exporting is only available on desktop (larger screens).
Only administrators can export data.
Export scheduled visits
Scheduled visits are those assigned to a specific date on the calendar.
Open Schedule
Use the date controls to select the day, week, or month you want
Click Tools
Under Export, click Scheduled
Your file will download as a CSV.
Important:
The export includes only the visits currently visible in your schedule view
For example:
Week view → exports that week only
Month view → exports that month only
Export unscheduled visits
Unscheduled visits are those in the Unscheduled column (not yet assigned to a date).
Open Schedule
Click Tools
Under Export, click Unscheduled
Your file will download as a CSV.
Important:
This export includes all unscheduled visits, regardless of the current date view
Open the export file
You can open the CSV file in:
Microsoft Excel
Google Sheets
Apple Numbers