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:
On your Dashboard, navigate to History
Click the middle box in the top right corner
Deselect fields by clicking on them
How to Filter Between Categories
If you would like to filter between categories, follow the steps below:
On your dashboard, navigate to History
Click the funnel icon in the top right corner
Select the desired category to filter by
How to Export Specific History
To export specific visitor data, follow the steps below:
On your dashboard, navigate to History
Tick the boxes next to the data you want to export
Click Options in the top right corner
Select Export...Selected
How to Export all History
To export all visitor data, follow the steps below:
On your dashboard, navigate to History
Click the tick box in the left corner next to 'Photo'
Click Options
Select Export
How to Delete Records
To delete individual or multiple records from visitor history, follow the steps below:
On your dashboard, navigate to History
Tick the boxes next to the data you want to delete
Click Options
Select Delete...Selected
