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Running Reports Across Multiple Sites

Learn how to generate reports across all of your linked sites using the Global Dashboard, including filtering results, exporting data and saving report templates.

Overview

Global Reports allow you to generate reports across every site within your organisation from a single location.

They work in the same way as reports within an individual site but combine information from all of your linked sites into one report.

Every Global report includes an additional Site column, making it easy to identify which location each record belongs to.

Reports can be viewed on screen or exported as a CSV file for further analysis.


Available Reports

All report types available at site level are also available within the Global Dashboard.

Examples include:

  • Visitor Check-In

  • Staff Attendance

  • Visitor History

  • Employee History

  • Feedback

  • Student Attendance

  • Sixth Form Attendance

  • Resident Attendance

  • Evacuation

  • Any other reports available within your Custr dashboard

Running a report globally allows you to analyse activity across your entire organisation without needing to run separate reports for each site.


Creating a Global Report

To create a report:

  1. Navigate to Global > Reports

  2. Click + New Report

  3. Select the report type.

  4. Configure the report filters.

  5. Choose the required date range.

  6. Click Run Report.

The report will display information from every linked site that matches your selected criteria.


Filtering Reports

Global Reports support the same filtering options as reports at site level.

Depending on the report type, you can filter by:

  • Date range

  • Category

Additional filters may be available depending on the report you are running.


Exporting Reports

Once a report has been generated, it can be exported as a CSV file.

Every exported Global Report automatically includes a Site column, allowing you to identify which location each record relates to.

This makes it easy to analyse organisation-wide data using spreadsheet software such as Microsoft Excel.


Saving Report Templates

Frequently used reports can be saved for future use.

Saved reports allow you to quickly rerun the same report without recreating the filters each time.

You can:

  • Save report templates

  • Edit existing reports

  • Delete reports you no longer require

Saved reports only store the report configuration—they always generate live data when they are run.


Understanding the Site Column

One of the key differences between site reports and Global Reports is the inclusion of the Site column.

This identifies which location each record belongs to, allowing you to:

  • Filter data by site after exporting.

  • Compare activity across multiple locations.

  • Analyse organisation-wide trends.

  • Produce reports covering your entire organisation.


Permissions

Only Global Administrators can create and manage Global Reports.

Users with Global Overview access can view the Global Dashboard but cannot generate reports.


Related Articles

  • What is Global?

  • Using the Global Dashboard

  • Global Feedback Overview

  • Managing Global Employees


Important Notes

  • Global Reports include data from all linked sites.

  • All report types available at site level are also available within the Global Dashboard.

  • Reports can be filtered by date range and category, with additional filters available depending on the report type.

  • Reports can be exported as CSV files.

  • Every Global Report automatically includes a Site column.

  • Saved reports store the report configuration and always generate live data when run.

  • Only Global Administrators can create and manage Global Reports.

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