Reporting

To help track your performance, Badger Maps allows you to export your Check-Ins and Account List whenever you need them.

A Check-In report is an excellent way to get a copy of your weekly client visits. Every time you create a check-in for an account, Badger saves that information and adds it to the report. A Check-In report includes the following:

• Account information
• Timestamp of when the account was visited
• Any custom details that you’ve added
• Notes that you wrote when you checked into that account

Click here to find out more about how you can export your check-ins. Also, this report is sent to you every Friday at 4PM PST.

The Account Export on the other hand allows you to export your account list through the WebApp. You have the option to get a copy of all your accounts or just a selection of them with the help of our Lasso tool.

This feature is accessible to all individual subscribers. If you’re part of a team, you’d need to reach out to your account manager to enable this function.

Check out this article to learn the steps on how to export your account list.

Try out our custom reporting spreadsheet

Download Badger Maps' Custom Reporting Sheet

This sheet will allow you to filter your check-in reports by the field value of your choice.

Filter by any fields in your check-in reports 

Examples include:

• Next Step
• Check-ins
• Priority
• Sales Stage
• & More

To set up fields like the ones above in your account details, check out our guide here. 

For more questions, feel free to email us at support@badgermapping.com or give us a ring at 415-592-5909, and we’ll be more than happy to help you out. Have an awesome day!