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:
Step by step instructions:
Navigate to your Envoy Dashboard
Click on Global Overview under the drop down menu (top right)
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
Go to your Location drop-down > Global overview > Visitors > Analytics > Reports
Click on the report you would like to update/edit
Make the changes you would like to
Hit "Save report"
How to delete reports
Go to your Location drop-down > Global overview > Visitors > Analytics > Reports
Click on the report you would like to delete
Click “Delete” on the left side of the pop-up