Partners Visit Logger
Ross Video
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Partners Visit Logger
Ross Video
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👥 Users
✉ Export All
+ New Report
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📋 Visit Reports
🎯 SMART Tracker Setup
🔍
All Statuses
Draft
Completed
All Types
FY Kick Off
Mid-year Meeting
Follow-Up
Visit Reports
Partner
Date
Attendees
Type
Status
Enablement
SMART Action(s)
Actions
0 selected
✉ Export Selected
✕ Clear
🎯 SMART Actions Tracker — Partner Setup
Define the 15 partners to track. These names are used in the SMART Actions Tracker Excel export.
📊 Export SMART Tracker (.xlsx)
💾 Save Partners
New Visit Report
✕
Partner Name *
— Select a partner —
Visit Date *
Visit Type
FY Kick Off
Mid-year Meeting
Follow-Up
Status
Draft
Completed
Attendees
Meeting Notes
Meeting Outcome
Enablement Needed
No
SMART Action(s)
— auto-filled from last report
Q1 (Nov–Jan)
1
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
2
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
3
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
4
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
5
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
6
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
7
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
8
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
Q2 (Feb–Apr)
1
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
2
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
3
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
4
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
5
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
6
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
7
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
8
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
Q3 (May–Jul)
1
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
2
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
3
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
4
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
5
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
6
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
7
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
8
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
Q4 (Aug–Oct)
1
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
2
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
3
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
4
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
5
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
6
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
7
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
8
—
✅ Done
🚀 Advanced
⏳ Postponed
❌ Cancelled
Partner Portal Related Comment(s)
No
Services Related Comment(s)
No
Other Vendor(s) Feedback
No
Other Comment(s)
Visit Report
✕
Export Report(s)
✕
Choose your export format:
✉️
Email — Text
Opens your email client with a formatted text report
📋
CSV + Email
Downloads a .csv file and opens your email client
📊
Excel (.xlsx)
Downloads a formatted Excel spreadsheet with all fields
📑
PowerPoint (.pptx)
Creates one slide per report — ready to present
📄
Word (.docx)
Downloads a formatted Word document with all reports
🎯
SMART Actions Tracker (.xlsx)
Exports into the original SMART Actions template format
👥 User Management
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