The Reporting & Analytics feature allows you to view dashboards and reports that contain insights on your visitor data. All clients with Reporting & Analytics enabled in their account will be able to view our legacy report. For more details on the legacy report, check out THIS section below.
If you've purchased the additional analytics package, you will be able to see the more advanced visitor dashboards. For more details on viewing and scheduling those dashboards, see THIS section below.
Table of Contents
Enabling Reporting and Analytics in Your Account
After purchasing Reporting and Analytics, ensure that your user has reports enabled in your Permission Bundle. This includes Show and Download Report.
Reporting & Analytics Dashboards
To access the dashboard, click the sliced circle icon
near the top of the left navigation bar. If you have not purchased the Reporting & Analytics package, you will only see legacy All sign-ins Report. For more information, see THIS section below.
If you have purchased the package, you will see a number of default dashboards. Most dashboards will be visible after clicking the Recent visitors tab.
After your dashboards load, you can view exact data points by hovering your mouse over specific areas of the charts. Additionally, you can click on the specific field labels below each chart to add or remove them to the visualization.
Scheduling and Downloading Reports
In addition to viewing reports, you can also download them directly to your computer or schedule them out to be sent to specific individuals. To access these actions, click the 3 dots in the top-right hand corner. Then, choose between the options listed below:
Download: Choose between PDF and CSV format. You can also alter a few visual settings such as paper size or row/column arrangement.
Schedule Delivery: Send a copy of your reports immediately or on a scheduled basis.
Recurrence: Send Now or configure a recurring day/time
Destination: Email, Webhook, Amazon A3, SFTP
Email Addresses: Type the email address(es) of your recipients
Format: PDF, CSV Zip File, PNG Visualization
Legacy Reporting & Analytics Feature
Our Legacy R&A feature contains a single report with these capabilities:
Filter Report by Date range
Filter Report by location(s)
Graph of Total Records
Export CSV
Filter Report by Date Range and Location
To filter the report by date range, simply click on the Date range dropdown list near the top of the page and choose one of these options:
Today
Yesterday
Last 7 days
Last 15 days
Last 30 days
Custom Range
If choosing Custom Range, use the calendar pick a start and end date for your custom time. Click Done to activate your filter.
To filter the report by location, click on the Location dropdown menu and choose from your existing list of locations. You may choose more than one location at a time. Click Done to save your filter.
Graph of Total Records
With your filters in place, your dashboard will now show you the number of records for these data points:
Total number of sign-ins
Total number of pre-registrations
Total number of sign-outs
Below these summaries is a bar graph which shows total sign-ins per day within your specified date range followed by a detailed list of visitors who have signed-in within your date and location filters.
Export CSV
You can download a CSV spreadsheet of your report by clicking the Export CSV button in the top-right section of the Reports & Analytics Page. Then, choose a user from your SIE account to email the report to.
The user will then be emailed a Download Exported Data link that expires within sixty minutes.
