Set up summary reports for VisitorOS

You can set up auto-generated summary reports to deliver End-of-Day Summary, End-of-Week Summary, End-of-Month Summary, or Signed-In Visitors reports.

Access summary report settings

1. From the left sidebar in VisitorOS, click the Settings icon, then select Sites.
   
2. Select the site you want to update.
3. Click Notifications.
4. 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.
5. For the report you turned on, click 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 VisitorOS portal.
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. If you selected "CSV", under "Include Visitor Data Fields in the Report", remove any data fields you do not want to include.
5. Click 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 VisitorOS portal.
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. If you selected "CSV", under "Include Visitor Data Fields in the Report", remove any data fields you do not want to include.
5. Click 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 VisitorOS portal.
2. Under "Email Attachment", select CSV or PDF.
3. If you selected "CSV", under "Include Visitor Data Fields in the Report", remove any data fields you do not want to include.

4. Click 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 VisitorOS portal.
2. Under "Notification Time", select one or more times during the day the report will be sent.
3. Click Save.