Use custom filters in the People Presence report

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

The People Presence report has custom filters that help you refine the information displayed in the report. 

The custom filter options 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.

    People-presnece-custom-filter.png
  4. Select a Filter Option.
  5. Select a Filter Value. The type of value you can choose depends on the option you 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.

    People-Presence-Custom-Filter-select.png
  7. Click View Report.

    People-Presence-Custom-Filter.png

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