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History

Learn about how to view and export Visitor History

Updated today

Overview

The History feature provides a detailed log of all past visitor and staff activity. It includes check-in and check-out times, associated records such as photos or documents, and other relevant details. This comprehensive archive supports auditing, improves traceability, and ensures compliance with health, safety, and security policies. Data can be filtered or exported as needed, making it easy to review and report on historical activity.

The "History" screen provides an overview of all visitor check-ins logged on Custr, displaying the following information:

  • Photo - Shows a visitor's photo, if provided

  • Name: The name of the visitor

  • Email: Visitor’s email, if provided

  • Category: The visitor category (e.g., "Contractor")

  • Visiting: The person the visitor is meeting

  • Check-in: Date, time, and location of the visitor's check-in

  • Check-out: Date, time, and location of the visitor's check-out


How to Show/Hide Fields

To show and Hide fields in the History page, follow the steps below:

  1. On your Dashboard, navigate to History

  2. Click the middle box in the top right corner

  3. Deselect fields by clicking on them


How to Filter between categories

If you would like to filter between categories, follow the steps below:

  1. On your dashboard, navigate to History

  2. Click the funnel icon in the top right corner

  3. Select the desired category to filter by


How to Export History

To export specific visitor data, follow the steps below:

  1. On your dashboard, navigate to History

  2. Tick the boxes next to the data you want to export

  3. Click Options in the top right corner

  4. Select Export...Selected


How to Export all History

To export all visitor data, follow the steps below:

  1. On your dashboard, navigate to History

  2. Click the tick box in the top left corner next to 'Photo'

  3. Click Options

  4. Select Export


How to Delete Records

To delete individual or multiple records from visitor history, follow the steps below:

  1. On your dashboard, navigate to History

  2. Tick the boxes next to the data you want to delete

  3. Click Options

  4. Select Delete...Selected

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