Overview
The Reports feature allows organisations to generate downloadable CSV reports using data stored within the Custr platform.
Reports can be used to analyse and export:
Visitor activity
Staff attendance
Student movements
Feedback
Deliveries
Invitations
Pre-approved visitors
Offsite activity
Employee data
Reports are commonly used for:
Operational reporting
Compliance audits
Attendance monitoring
Safeguarding records
Historical analysis
Management reporting
Reports can be:
Run instantly
Scheduled automatically
Delivered by email
Reports vs Statistics Dashboard
Although both features display platform data, they are designed for different purposes.
Feature | Purpose |
Statistics Dashboard | Visual dashboards and live trend monitoring |
Reports | Exportable raw data and scheduled reporting |
Statistics are designed for visual insights.
Reports are designed for:
CSV exports
Historical records
Auditing
Data analysis
Scheduled email delivery
Available Report Types
Available reports depend on your enabled features and platform edition.
Common reports include:
Visitor Check-Ins
Staff Check-Ins
Staff Attendance
Student Late Arrivals
Student Early Leaves
Before School
After School
Sixth Form Check-Ins
Invites
Pre-Approved Visitors
Feedback
Feedback Audit Logs
Employees
Students
Deliveries
Items and Assets
Some reports may also include:
Categories
Custom question answers
Feedback scores
Offsite reasons
Sign-in methods
How Reports Work
Reports use live data from the dashboard at the time the report is generated.
Depending on the report type, reports can include:
Date ranges
Categories
Attendance data
Visitor details
Custom question responses
Feedback information
Reports export as CSV files for use in:
Excel
Google Sheets
Third-party reporting tools
How to Create a Report
To create a report:
Go to Reports
Click + New Report
Select the required report type
Edit the report columns if required
Configure any additional filters or options
Click Save
The report will then appear within your Reports page.
Customising Report Columns
Many reports allow you to customise which columns are included within the export.
Examples may include:
Visitor name
Category
Check-in time
Check-out time
Feedback answers
Attendance status
Custom question responses
Available columns vary depending on the selected report type.
How to Run a Report
Reports can be generated instantly at any time.
To run a report:
Go to Reports
Select the required report
Click Run Report
The report will then generate using the latest available data.
How Scheduled Reports Work
Scheduled reports automatically generate reports at defined intervals and deliver them by email.
Reports can be scheduled:
Daily
Weekly
Monthly
Yearly
Scheduled reports use rolling date logic.
For example:
Last 7 Days
Last Month
This Week
This allows reports to update automatically over time without manual editing.
How to Schedule a Report
To create a scheduled report:
Go to Reports
Click + New Report
Select the required report type
Configure the report columns
Enable Schedule
Select the reporting period and frequency
Choose the delivery time
Enter the recipients
Click Save
Scheduled reports are delivered via email as downloadable report links.
Who Can Receive Scheduled Reports?
Scheduled reports can be sent to:
Employees within Custr
Generic/shared email addresses
External email recipients
Multiple recipients can be added where required.
How to Edit Reports
Reports can be edited after creation.
To edit a report:
Go to Reports
Click the three dots beside the report
Select Edit
Make the required changes
Click Save
This applies to both:
Standard reports
Scheduled reports
Common Reporting Use Cases
Common reporting workflows include:
Visitor Check-In Reports
Track visitor arrivals and departures over a selected period.
Staff Attendance Reports
Monitor attendance, lateness, and missed shifts.
Late Student Reports
Identify students arriving late to site.
Visitor Feedback Reports
Review visitor satisfaction and feedback trends.
Feedback Audit Logs
Track feedback changes and moderation activity.
Contractor & DBS Reporting
Export contractor visits and compliance records.
Permissions
Access to Reports is controlled through Roles & Permissions.
Users require the:
Reports
permission to access the Reports page.
Permission options:
Enabled
Disabled
Important Notes
Reports export as CSV files only
Reports use live data at the time they are generated
Scheduled reports are delivered by email
Reports can include categories, feedback, custom questions, and attendance data
Available reports vary depending on enabled features and edition
Reports can be edited after creation
Scheduled reports use rolling date logic
Statistics Dashboard and Reports are separate features designed for different purposes