Create a custom report and export to a CSV file

SUMMARY

Generate a report based on specific criteria (date, host, visitor type) and export it to a CSV file for analysis.

STEPS

1. Go to Reporting in the sidebar.

2. Click on Custom Report (or Export Data if labeled differently).

3. Select the criteria for your report:

– Date Range: Choose a Start Date and End Date.

– Sign-in Type: Filter by specific visitor types (e.g., Visitor, Contractor) or select "All".

– Location: Select the location(s) to include.

– Host: (Optional) Filter by a specific host.

– Visitor Name: (Optional) Search for a specific visitor.

4. Click Search or Generate.

5. Review the results on the screen.

6. To export, click the Download CSV or Export button (usually at the top or bottom of the results table).

7. The file will download to your computer.