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How to filter a report for download
This article explains how to apply filters to the Signed In Report before downloading it in your preferred format. Access is restricted to User Level 1 (Admin), Level 2 (SOC), and Level 3 (Manager).
Steps
Step 1: Open the Signed In Report
From the home screen (dashboard), navigate to the Signed In Report page.
Step 2: Locate the “Filter Results” button
In the top right-hand corner of the page, next to the Download Report button, click the colored Filter Results button.
Step 3: Apply your filters
Use the available filtering options to customize the visitor data according to your reporting needs.
Access to this functionality is exclusive to User Level 1 (Admin), Level 2 (SOC), and Level 3 (Manager).
Tips
- Apply filters before downloading to avoid manual data cleanup.
- Use filters to narrow down by date, visitor type, or location.
- Ensure your filters are correctly set before exporting to PDF or CSV.
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