People Presence report

This report gives a detailed overview of who has signed in and out for all of your account's locations. You must have the Reports Manager user role to access this report.

The People Presence report includes all people movements recorded in your MRI OnLocation account. A movement is recorded anytime someone signs in, signs out, moves between zones, or is denied access. You can filter data, customize the view, export records, and erase records in the report.

To access the report, go to Reporting > People Presence.

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This article covers:

Customize the data

Filters

The report can be customized through filters to show you the exact information you need about all people who have signed into OnLocation at any time:

  • Location – Click on the location name, then choose which location you'd like to view or all locations. To view by location group or locations made inactive in the last 90 days, click the advanced icon. 
  • Data Source – Choose between visitors, contractors, 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 – Click Add a Custom Filter to filter by any basic question that has been activated in Sign In/Out Questions, as well as other options such as sign-in mode and zone visited.

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View options

There are two ways to view your people presence information:

  • View Infographic - Shows a bar graph displaying the number of people who signed in over the selected period, by people type (employees, contractors, visitors).

    People-presence-infographic.png
  • View Report - A detailed report including all sign in/out movements related to the selected filters. You can change which information is displayed using the View Columns and menu.

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Number of records

There are two options for viewing records in the report:

  •  << Prev 1 to 10 of of X Next >> - These links show the total number of records in the filtered report. The number that is shown will depend on how many records are selected in the # Records menu. The view defaults to 10 records and you can use the arrows to click through each page.

    People-presence-next-page.png
  • # Records - Choose how many records you could like to view on each page: 10, 20, 30, 50, 100, 200, 500, or 1000 records. 

    People-presence-view-number.png

View custom questionnaire answers

If you use custom questionnaires, click View Columns to view the questions and answers in the report. You can choose both active and archived questions:

  1. Select the data source: Visitors, Employees, or Contractors
  2. Update any other filters, then click View Report.
  3. Click View Columns.
  4. Click the arrow on the right to expand the custom questionnaire view options.
  5. Select the questions you'd like to view.

    People-presence-custom-questions.png

View custom fields

  1. Select the data source: Employees or Contractors
  2. Update any other filters, then click View Report.
  3. Click View Columns.
  4. Select the fields you'd like to view, or if the fields are in custom tabs click the arrow to view the fields within the tab.

    People-presence-custom-fields.png

 

Export the report

To export the report, click Export Report on the View Report screen. There are two file types available: 

  • Export as CSV file – Exports all available information on the people selected by the filters regardless of currently viewed columns. If you're exporting a large number of records, you'll receive an in-app message notifying you when the CSV export is ready. 
  • Export as PDF file – Exports the first 8 columns of information being viewed in the current report based on selected filters and columns. There is a 1000 record limit for PDF exports.
  • If you use custom questionnaires, choose how to export the answers to custom questions in your CSV file. There are two export options:
    • Custom question answers – choose to include the answers to custom questions in the report.
    • Group identical questions together – if an employee or guest has visited multiple locations using identical questionnaires, their answers will be grouped together under the same column header. 

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Erase or purge records

You can remove visitor, employee, or contractor records from the People Presence report. Either erase or purge a record:

  • Erasing a record will permanently remove the personal information of a visitor from a record in your report but will keep the record so that your statistics stay accurate. This is a required feature under the General Data Protection Regulation (GDPR).
  • Purging a record will delete the record entirely from your report but will keep a record of it in your audit. This is used for test data only and does not adhere to GDPR standards because the visitor’s personal information is kept.

To erase or purge records:

  1. Select the data source, then click View Report.
  2. Click Enable Record Erase/Purge, then click Continue.
  3. Select the records you want to erase/purge using the checkboxes on the right of the screen.
  4. Click Run an Action, the select either Erase Records or Purge Records.
  5. Click Run Action.

    People-presence-purge.png

A purged record will no longer appear in the reporting section and will not be counted against your total visitor sign-ins for your account. Account Owners can view purged records through the purged records audit.

An erased record will show that the record has been erased. You can see details of the erasure by activating the columns Erased, Erased By, and Erased Date (available in the Visitor report only).