Overview
The History feature provides a searchable record of all check-in and check-out activity recorded within Custr.
History includes:
Visitors
Staff
Students (education)
Before & After School sessions (education)
Residents (care)
The History page allows organisations to:
Review historical activity
Search for specific individuals
Audit safeguarding activity
Investigate incidents
Track contractor attendance
Export historical records
History updates in real time as check-ins and check-outs occur.
History vs Reports
Although both features use historical platform data, they are designed for different purposes.
Feature | Purpose |
History | Searchable activity log for reviewing and filtering records |
Reports | Structured CSV exports and scheduled reporting |
History is designed for:
Searching
Filtering
Reviewing individual activity
Investigating records
Reports are designed for:
CSV exports
Scheduled reporting
Bulk data analysis
What Information is Available in History?
The History page can display:
Photos
Names
Email addresses
Categories
Company information
Vehicle registrations
Visiting/host details
Check-in times
Check-out times
Sign-in methods
RFID usage
QR code usage
Contactless check-in activity
Dashboard check-ins
Auto check-outs
Custom question responses
Depending on your configuration, records may also include:
Signed documents
Offsite activity
Device information
Available data depends on:
Enabled features
Platform edition
Record type
Searching History
The History page includes a powerful search function that allows you to quickly locate historical records across visitors, staff, students and residents.
You can search using any information stored against a record, including:
Names
Email addresses
Company names
Vehicle registrations
Host or visiting names
Categories
Badge numbers
Custom question responses
Additional information captured during check-in
For example, you can search for:
A visitor’s vehicle registration
A contractor’s company name
A member of staff
A visitor’s host
A radio number entered as a custom question
A phone number captured during check-in
Partial searches are also supported. For example, entering part of a vehicle registration will return matching records.
This makes it easier to locate:
Previous visitors
Contractor activity
Staff attendance
Safeguarding records
Equipment allocation records
Specific historical interactions
Filtering History
History can also be filtered using:
Date ranges
Record types
Categories
Available filters may include:
Visitors
Staff
Students
Before School
After School
Residents
This allows organisations to quickly narrow down large amounts of historical data.
How to Show or Hide Fields
You can customise which fields are visible on the History page.
To show or hide fields:
Go to History
Click the field selector icon in the top right corner
Select or deselect the required fields
This only changes the on-screen display.
Exports will include the columns currently selected within the History view.
How to Filter Between Categories
To filter records by category:
Go to History
Click the filter icon in the top right corner
Select the required category or filters
The History page will automatically update.
Viewing Additional Record Information
Selecting a record within History opens additional information.
Depending on the record type, this may include:
Visitor photos
Signed documents
Custom question responses
Feedback
Sign-in details
Device information
Vehicle registrations
Additional information captured during check-in
Photos and signed documents can be opened directly from the record view.
How to Export Selected Records
To export specific records:
Go to History
Select the required records using the tick boxes
Click Options
Select Export Selected
The selected records will export as a CSV file.
How to Export All Filtered History
To export all currently filtered history data:
Go to History
Apply the required filters or searches
Select the top checkbox beside the column headers
Click Options
Select Export
The export will include:
All searched and filtered results
All currently selected columns
Deleting History Records
History records can be permanently deleted where permissions allow.
To delete records:
Go to History
Select the required records
Click Options
Select Delete Selected
Please note:
Deleted history records cannot be recovered
Deleting records permanently removes the historical activity
Permissions
Access to History is controlled through Roles & Permissions.
The available permission levels are:
Permission | Access |
Edit | View, export and delete history |
View Only | View and export history |
Disabled | No access to History |
Please note that users with the Edit permission can permanently delete historical records.
Common Uses for History
History is commonly used for:
Safeguarding reviews
Incident investigations
Contractor tracking
Attendance verification
Auditing
Visitor lookups
Compliance reviews
Security investigations
Global History
At site level, History only displays records for the current site.
A Global History view is also available within the Global Dashboard, allowing authorised users to search across multiple connected sites.
Important Notes
History updates in real time
History includes all check-in and check-out activity
History searches can be performed using vehicle registrations and custom question responses
Partial searches are supported for many fields, including vehicle registrations
Hidden columns are only hidden visually and still appear within the History page when re-enabled
Exports include the columns currently selected within the History view
Deleted records cannot be recovered
History records cannot be edited
Photos and signed documents can be viewed directly from records
Access to History is controlled through Roles & Permissions