Overview
Exporting visitor data supports record-keeping, audits, and compliance reporting. From the dashboard, you can download a .CSV or PDF file containing your visitor and invite data, and filter that data so the export includes only the fields you need, whether that is the complete record or a specific subset such as visitor name, entry status, and legal document.
You can also save a set of export selections as a reusable template, allowing you to reproduce a standard export without reconfiguring it each time. Jump to: Export templates.
Export visitor data per location
Go to Visitors > Visitor log
Click Export in the top right-hand corner.
Choose your preferred Date range: Today, Yesterday, Past 7 Days, Past 30 days, Week-to-date, Month-to-date, Year-to-date, Past year, All time, or Custom!
Choose the Visitor flows you want to export.
Select the Format: CSV or PDF.
All visitor information is organized into sections, with specific details available for any audits you may need.
Visitor identity: Full name, Company name, Phone number, E-mail, Private notes, Purpose of visit
Visit details: Host name, Group name, Host email address, Recurring invite end date
Visit life-cycle (access record): Sign-in time, Signed in by (admin), Sign-out method, Signed-out by, Sign-in method, Sign-out time, Duration of visit
Compliance and Legal: Legal document signed, Approval type, photo captured
[Blocklist, Invite, Walk-up, ID Scan, Document] Approvals: Status, Approver name, Approved at, Approver email. Only available on Visitors Enterprise.
[Sign-in flow] custom fields: For each included visitor flow, all custom fields will be selectable here.
If your sign-in flows don't have any custom fields, you won't see this listed.
Click Export. The export download will begin shortly, and an email will be sent with a download link.
💡Tip: If you often require the same information in an export, you can save time by using an export template💡
Exporting invite data per location
The invite export process follows the same structure as exporting visit data.
Go to Visitors > Invites
Click Export in the top right-hand corner.
Choose your preferred date range: Today, Yesterday, Past 7 Days, Past 30 days, Week-to-date, Month-to-date, Year-to-date, Past year, All time, or Custom!
Choose the Visitor flows you want to export. By default, all will be selected.
Select the Format: CSV or PDF.
All visitor information is organized into sections, with specific details available for any audits you may need.
Visitor identity: Full name, Company name, Phone number, E-mail, Private notes, Purpose of visit
Visit details: Host name, Group name, Host email address, Recurring invite end date
Visit life-cycle (access record): Sign-in time, Signed in by (admin), Sign-out method, Signed-out by, Sign-in method, Sign-out time, Duration of visit
Compliance and Legal: Legal document signed, Approval type, photo captured
[Blocklist, Invite, Walk-up, ID Scan, Document] Approvals: Status, Approver name, Approved at, Approver email. Only available on Visitors Enterprise.
[Sign-in flow] custom fields: For each included visitor flow, all custom fields will be selectable here.
If your sign-in flows don't have any custom fields, you won't see this listed.
Click Export. The export download will begin shortly, and an email will be sent with a download link.
Saving Export templates
Premium and Enterprise plans only
If you run the same visitor or invite export on a regular basis, you can save your export selections as a named template and reuse it as needed. A template stores the fields, date range, format, and visitor type you selected, allowing you to reproduce a standard export without reconfiguring it each time. This is particularly useful for recurring compliance and audit exports.
Templates can be saved at two levels:
Location level: available to the location where it was created.
Global level: shared across your organization.
Save a template
You can create templates when exporting data from visitors or invites.
Go to Visitors > Visitor log (or Visitors > Invites) and click Export.
Make your selections:
Select the date range.
Select the visitor flows.
Select the format (CSV or PDF).
Select the Visitor information and custom fields you want to include.
As you make selections, the footer shows a live preview so you know exactly what you're exporting, for example: "Export data from {start} to {end} for {visitor type}" and "There are {n} records in the export." The record count updates automatically as you change your selections.
Choose Save as template.
Enter a template name.
Click Save. You'll see a confirmation that the template was created.
Your newly saved template will be listed in the Templates tab.
Editing or Updating templates
If your export needs change slightly, you can:
Edit the template as needed each time you export. This is a great option for one-time, ad-hoc changes.
Update a template: Overwrite the existing template and replace the old template with a new one to use in the future.
Save as a new template: Create a new, separate template while keeping the previous version alongside the new one.
Under Start from template, select an existing template.
Saved fields will populate into the export window.
Make changes to the Date range, Visitor flows, Format, or selected fields.
Click Update template, then select either Update template or Save as a new template.
If you Save as a new template, be sure to give it a distinct name, and Save.
Your new or updated template will be available in the Templates tab.
Viewing and managing templates
All location-applicable templates will be available in the Templates tab. You can view details included in each template by clicking on the caret.
You can click the ellipses on the right of the template to Edit, Rename, or Delete.
Exporting from Analytics
Premium and Enterprise plans only
Go to Analytics > Reports
Select the Create a New Report tab.
Use the dropdown to select the Location Visitors option under Based on existing dashboard. Give your report a name.
Enter the email address of the person who will receive the data export once completed.
Select a Send date, if it will Repeat (Daily, Weekly, Monthly, Annually, or Every weekday), the Time it sends, and the Timezone.
Define the range of data it will include: Today, Past 7 Days, Past 30 Days, Past 90 days, Month-to-date, Year-to-date, or All time.
Select your Report type depending on your intended use: PDF, Excel, or CSV.
For CSV, decide if you want a record of Entries or Invites.
Define which fields you want included in the data export.
Click Schedule report to save and send/schedule your export.