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.