The History feature provides a searchable record of all check-in and check-out activity recorded within Custr.

History includes:

The History page allows organisations to:

History updates in real time as check-ins and check-outs occur.

Although both features use historical platform data, they are designed for different purposes.

History is designed for:

Reports are designed for:

The History page can display:

Additional information may also include:

Available data depends on:

History allows users to search and narrow down records quickly.

You can search by:

This makes it easier to locate:

History can also be filtered using:

Available filters may include:

This allows organisations to quickly narrow down large amounts of historical data.

You can customise which fields are visible on the History page.

To show or hide fields:

This only changes the on-screen display.

Exports will still include all available columns.

To filter records by category:

The History page will automatically update.

Selecting a record within History opens additional information.

Depending on the record type, this may include:

Photos and signed documents can be opened directly from the record view.

To export specific records:

The selected records will export as a CSV file.

To export all currently filtered history data:

The export will include:

History records can be permanently deleted where permissions allow.

To delete records:

Please note:

Access to History is controlled through Roles & Permissions.

The available permission levels are:

History is commonly used for:

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.