Configure summary reports for VisitorOS

VisitorOS provides auto-generated summary reports that you can send by email or export as a CSV or PDF file. The available report types are End-of-Day Summary, End-of-Week Summary, End-of-Month Summary, and Signed-In Visitors Report.

Access summary report settings

1. From the left sidebar in VisitorOS, select the Settings icon.
2. Select Sites.
   
3. Select the site you want to update.
4. Select Notifications.
5. Turn on the report you want to set up. Choose either End-Of-Day Summary, End-Of-Week Summary, End-Of-Month Summary, or Signed-In Visitors Report.
6. For the report you turned on, select Configure to access its settings panel.
   

Set up summary reports

After you open a report's settings panel, choose who receives the email and how the report is delivered.

End-of-day summary report

The end-of-day summary report includes your visitor log for the day, the total number of visitors, and the top five hosts.

1. In the End-Of-Day settings panel, under Send Notifications to, select the roles that should receive the report, or select Other to enter the email address of a user in the address book.
2. Under Notification Time, select the time of day to send the report.
3. Under Email Attachment, select CSV or PDF to receive the report as an attachment, or select None to embed the report within the email.
4. Select Save.

End-of-week summary report

The end-of-week summary report provides your weekly visitor log, total visitor count, and the top five hosts.

1. In the End-Of-Week settings panel, under Send Notifications to, select the roles that should receive the report, or select Other to enter the email address of a user in the address book.
2. Under Reporting Period, select one of the following:
   • Select Saturday-Friday to include data from Saturday through Friday and send the report on Saturday.
   • Select Monday-Sunday to include data from Monday through Sunday and send the report on Monday.
3. Under Email Attachment, select whether you want to receive the report as a CSV or PDF file.
4. Select Save.

End-of-month summary report

The end-of-month summary report includes your complete visitor log, total visitor count, and the top five hosts. You will receive the report on the last day of each month.

1. In the End-of-Month settings panel, under Send Notifications to, select the roles that should receive the report, or select Other to enter the email address of a user in the address book.
2. Under Email Attachment, select CSV or PDF.

3. Select Save.

   Note:

   To include documents signed by visitors each month, please contact your customer success representative or the FacilityOS support team to enable this feature for your site.

Signed-in visitors report

The signed-in visitor report includes visitors who are currently signed in. You will receive this report by email as a CSV file.

1. In the Signed-In Visitors Report settings panel, under Send Notifications to, select the roles that should receive the report, or select Other to enter the email address of a user in the address book.
2. Under Notification Time, select one or more times during the day the report will be sent.
3. Select Save.