video1.0<iframe src="https://www.loom.com/embed/b7ed47cb12c54bd1ba9b8988e8e0f2df" frameborder="0" width="1910" height="1432" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14321910Loomhttps://www.loom.com14321910https://cdn.loom.com/sessions/thumbnails/b7ed47cb12c54bd1ba9b8988e8e0f2df-e3ffc9ccdc7316c5.gif179.276This Loom explains how to create and customize a Visit Report in Aliquot. From the main dashboard, users click Create Report, complete the hierarchy fields (Customer, Facility, Building, System), select Visit as the report type, and optionally choose a template and enable inventory if set up. The video then covers report formatting options including editing text, inserting bullets, adding tables, and attaching files from the attachment manager such as a boiler picture. Finally, it shows saving the report as draft, final, or final with signature and notes it returns showing the visitor.