People Presence Report

This report covers all information on who has been on-site and when. You must be a Reports User to access this report.

The People Presence Report is very robust with the ability to filter in many ways, export records, and customize your view. You can access the People Presence Report as a Reports User by navigating to Reporting > People Presence.

Filters

The People Presence Report can be manipulated through various filters to show you the exact information you need about all people (Employees, Service Providers, and Visitors) who have signed into WhosOnLocation at any time.

Location - Use the dropdown menu at the top to choose which location you'd like to view or all locations.

Data Source - Choose between Visitors, Service Providers, and Employees

Report Period - Select the period you want to view. There are many pre-set periods, but you can also create a custom period

Filter by Search Query - Search for a name or organization

Custom Filters - Filter by any basic question that has been set up and answered in questionnaire manager, as well as other options such as sign-in mode and zone visited

Views

View Infographic - Shows a bar graph of the people selected by the filters. Click on a bar to change the date range to view the last year

View Report - Shows a table of the people selected by the filters. The table has more detailed information, and you can change which information is displayed using the View Columns and #Records dropdown menus

Export Report

This option is only available from the View Report screen.

Export as a CSV file - Exports all available information on the people selected by the filters regardless of currently viewed columns

Export as a PDF file - Exports the first 8 columns of information being viewed in the current report based on selected filters and columns.

Purge Records

This is only available for Visitor records and can be accessed through the View Report screen. Purge Records allows you to delete these records from the reporting section, the Account Owner will still be able to access these from the Audit section. To Purge Records:

1. Click the red Purge Records button

2. Select the records you want to delete using the checkbox on the right-hand side of the screen

3. Click the Run an Action dropdown menu

4. Select Purge Records

5. Click Run Action

6. Click OK on the confirmation pop-up box

That record will no longer appear in the reporting section and will not be counted against your total visitor sign-ins for your account.

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request