Use custom filters in the People Presence report

Learn how to use custom filters in your reports to display the information you require. You must have the Reports Manager user role to access reports.

The People Presence report gives you the ability to add custom filters giving you precise information about who has been at your location.

The custom filter options will change depending on the data source and what options are set up in your Sign In/Out Questions. You can filter by the answers to any basic questions and any other information that is gathered on sign-in e.g. access point, sign in/out, pre-registered by, Safety Operator, and more.

Add a custom filter

  1. Go to Reporting > People Presence.
  2. Choose your Location, Data Source, and Report Period.

  3. Click Add a Custom Filter.
  4. Select a Filter Option.
  5. Select a Filter Value. The type of value you can choose depends on the option your select. 

    If using a text field insert * to indicate that what you have entered is only part of the value e.g. Mobile = 64 27* to see all mobile numbers starting with 64 27.
  6. Click Save Filter.

Your filter will be applied to your current report for you to view.


You can export this report by clicking Export Report and choosing the file type (CSV or PDF), only the filtered data will export.