Administrator's Guide – Reports: Visitors Summary report
This page describes how to use the Visitors Summary report.
Note: Matrix Booking has a feature switch that prevents general users from seeing each other’s external visitors. This feature will therefore keep external visitor information confidential between general users. Only Administrators will have access to external visitor information in the External Directory screen. This feature is switched off by default. To switch this feature on, raise a support ticket.
Contents
Visitors Summary report
To use the Visitors Summary report:
Select Reports in the top bar.
Select Visitors Summary under the Visitors section in the side menu.
The Visitors Summary report screen will appear.
Select the search parameters that you want.
If you change any search parameters, the report will change automatically to show the new results.
Select Export to download the report as a
.csvfile.Select Print to download your report as a
.pdffile.
Search parameters
You can search on the:
Date range (for example, This Week)
Location (if left blank, it will search the whole organisation)
Summarised by (for example, Day)
Limitations
The limitations to the Visitors Summary report are:
The Visitors Summary reports are limited to the first 5000 entries for all visitors and populates the report based on the search parameters you selected.
There’s only one view type to this report – you can’t change the view of this type of report.
You can’t view, edit, approve, end early, reject, or cancel any bookings.
You can’t add, check in, or check out visitors from the Visitors Summary report. For more information, see our Visitor Lists report page or our Visitor Management page.
You need to create a reception in your resource hierarchy before making bookings with visitors. Bookings with visitors won’t appear in the report until a reception has been set up. All bookings that have yet to take place and have visitors will need to be cancelled and remade to include them in the report.