Feature Spotlight:

Overview of Reports

  • Envoy visitors data can help you make smarter decisions about staffing, scheduling, real estate, and more.

  • With these features, you will be able to embed visual charts or send CSV reports of Envoy Visitors data to others on a set schedule.

  • Enterprise Customers can create unlimited reports. Premium customers are allowed 3 reports at a time.

How to create a new report:

  1. Navigate to your Envoy Dashboard

  2. Click on Global Overview under the drop down menu (top right)

  3. Click on Visitors > Analytics > Reports > Create new report

4. Customize the report to your specifications:

  • Name the report

  • Enter an email address you would like the report to be sent to

  • Set the date, time you would like the report to be sent and how often you would like to get the report

  • Select which locations you would like to get the reports for

  • Select the date ranges you would like to have included in the report

  • Select Embedded or CSV for the Type

    • For CSV select CSV Export Data and select Custom Fields

  • Deselect any checkboxes you don't want to export

  • Enter a message to describe the report (optional)

  • Save report by clicking “Save report”

    • You can also send yourself a test report by clicking “send test to me” before saving it.

5. You should then receive emails with Visitor data at the selected time.

Embedded reports contain visual data, a link that takes you to the Analytics Dashboard and a CSV version of the data shown in the email for download. :

CSV Reports contain a CSV file with granular data such as visits and invites for download:

How to update reports

  1. Go to your Location drop-down > Global overview > Visitors > Analytics > Reports

  2. Click on the report you would like to update/edit

  3. Make the changes you would like to

  4. Hit "Save report"

How to delete reports

  1. Go to your Location drop-down > Global overview > Visitors > Analytics > Reports

  2. Click on the report you would like to delete

  3. Click “Delete” on the left side of the pop-up

Did this answer your question?