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How to View Cancelled Visits (Reports > Visits)

Summary This article explains how cancelled visits are surfaced in the application and where to view them using available screens and reports.

Can you see cancelled visits in Schedule (calendar) / Shift Monitor?

  • The Shift Monitor is a live view of scheduled visits and open shifts and does not display cancelled visits.
  • Cancelled visits do not appear in the mobile app Schedule view; if a cancelled visit was still visible in the mobile app, that indicates the visit remained in a "Scheduled" state locally until the app refreshed.

Where cancelled visits do appear

  • Verification screen (conditionally): Cancelled visits display in Verification only when those cancelled visits are marked as Payable and/or Billable.
  • Reports > Visits: The recommended way to view cancelled visits is Reports > Visits. From there you can filter for Cancelled visits and include the Cancellation Reason in the report output.
  • Calendars of the assigned staff and client.

Suggested steps to find cancelled visits

  1. Open the application and go to Reports > Visits.
  2. Apply a filter for Visit Status = Cancelled.
  3. Add the Cancellation Reason column to the report if you need details about why the visit was cancelled.
  4. Run or export the report for the desired date range.

Troubleshooting tip

  • If staff report seeing a cancelled visit in the mobile app, confirm they have an active network connection and that the app has refreshed since the cancellation; visits may remain visible locally until the app syncs.