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Generate the visitor overview report in EPP
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š Summary
This article explains how to access and use theĀ Visitor Overview ReportĀ in Workforce Management. Users with access levels 1ā3 can view visitor activity across selected worksites, including terminal usage, visitor counts, and shift data.
Steps:
Step 1: Access the Visitor Overview Report
From the left-hand navigation menu, go toĀ Visitor Management ā Visitor Overview Report.
2. Select a worksite
Use theĀ Worksite SelectorĀ at the top left of the page to choose the worksite you want to report on.
3. Set report options
Customize your report using the following filters:
- Date Range: Select any time period (no limit)
- Show Individuals: Toggle to display individual visitor data
- Merge All Terminals: Combine data from multiple terminals
- Terminal Filters: Apply filters to focus on specific terminals
4. View the generated report
The report displays the following information:
- Terminal
- Company Name
- Number of Visitors
- Number of Hours
- Number of Shifts
Tools available:
- Click theĀ ExportĀ button to download the report in Excel or CSV format
- Use theĀ Search BarĀ to find specific entries by typing keywords
- Click theĀ Next MatchĀ button to jump to the next keyword match
- Use theĀ NavigationĀ buttons to move between report pages
š” Tips
- Use terminal filters to focus on specific entry points
- Export reports for compliance, audit, or visitor tracking
- Use the āShow Individualsā option for detailed visitor-level insights