Set-up automated daily and weekly reports
REQUIRED ACCESS
Admin
DIFFICULTY
Basic
ESTIMATED TIME
2 minutes
APPLIES TO MODULES
Dashboard, Email
PREREQUISITES
• You are logged in to the VisitUs dashboard.
STEPS HEADING
Configure Automated Reports
SUMMARY
Schedule automated email reports to receive a summary of visitor activity on a daily or weekly basis.
STEPS
1. Go to Reporting in the sidebar.
2. Click on Automated Reports.
3. Choose the report frequency you wish to configure:
– Daily: Select to receive reports every day or on specific days (e.g., Mon-Fri).
– Weekly: Select to receive a report once a week on a specific day.
4. Toggle the Enable switch to On.
5. Set the Send Time (e.g., 5:00 PM).
6. For Daily reports, select the specific days of the week you want the report sent.
7. Enter the Email Address(es) of the recipients.
8. Click Save.
NOTE
The automated report provides a summary of sign-in and sign-out activity. For more detailed data, consider using the Custom Report feature.