Create a Custom Report
To create a report, please follow these steps:
From the Dashboard, navigate to Reports→View All
Click the Create New button in the top right-hand corner of the Reports page in the Dashboard
Create a custom Name for the report
Choose the Report Type from either the Visits or Attendance sub-categories
Select a specified or custom Date Range
You can also choose to add a filter for more specific information needed by clicking on Add Filter.
After choosing the filter type, specify further by choosing the role, the reason for visit, or host and click Add.
Click Save and you’ll see a notification in the dashboard that the report has been saved
You can then preview, download, schedule, or delete the report as needed