Overview
Exporting visitor data can be helpful for record-keeping, audits, or compliance purposes.
You can download a .csv or PDF file of your desired visitor and invite data. The file will include everything you want it to, whether that's all data or just certain details from the visitor's sign-in. Maybe you only want the visitor's name, entry status, and legal document. You can now filter the data directly on the dashboard to export only the data you want.
Export visitor data per location
Full Visitor log history
Click Export next to Export full visitor history.
The export will begin to compile. A statusbar will appear at the bottom of the screen, with the total number of entries. If you have a large number, it might take a few minutes to process.
Once complete, the download will start!
Important Notes:
This will export the full Visitor log, with no filtering and no invites. If you want to download the full visitor and invites log see Exporting invite data per location.
The CSV file also provides links to NDA files and Visitor photos. These links have an expiration period of 24 hours.
These links are not obtainable from any other export.
By day or date range
Go to Visitors > Visitor log
Click Export in the top right-hand corner.
Choose your preferred date range: Today, Past 7 Days, Past 30 days, Past 60 days, Past 90 Days, Month-to-date, Year-to-date, Next 7 days, Next 30 Days, All time, or Custom!
Choose the visitor types you want to export. By default, all will be selected.
Select the format: CSV or PDF.
Check the Default fields you want to include in the export. By default, all will be selected.
Check the Custom fields you want to include.
If your sign-in flows don't have any custom fields, you won't see this listed.
If no entries with custom fields exist within the chosen date range, you won't see this listed.
Click Export. The export download will begin shortly, and an email will be sent with a download link.
Exporting invite data per location
Go to Visitors > Invites
Click Export in the top right-hand corner.
Choose your preferred date range: Today, Past 7 Days, Past 30 days, Past 60 days, Past 90 Days, Month-to-date, Year-to-date, Next 7 days, Next 30 Days, All time, or Custom!
Choose the visitor types you want to export. By default, all will be selected.
Select the format: CSV or PDF.
Check the Default fields you want to include in the export. By default, all will be selected.
Check the Custom fields you want to include.
If your sign-in flows don't have any custom fields, you won't see this listed.
If no invites with custom fields exist within the chosen date range, you won't see this listed.
Click Export. The export download will begin shortly, and an email will be sent with a download link.
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.