Overview

If you’re using a Visitor Management Solution, you might eventually want to run a report with the answers that your visitors give when signing it at your Kiosk.
You can do this easily with Savance Workplace’s built-in reporting tools. This article explains how.

From An Existing Report

You can actually add your visitor’s answers an existing report. One that should work for this is “Visitor Activities Summary”.

1. Go to Reports > Visitor Activities Summary.

2. Click Column Chooser to open the column chooser window. Within this drop down list, you should see the system/custom fields for your visitor’s answers, including things like their signature.

3. Drag and drop the columns you want into your report. Feel free to rearrange the columns to fit your needs.

4. If some fields don’t show up properly, then you will want to export to Excel (which is recommended anyways). To do this, just click Export To > Excel to automatically download an excel file with your report data.

Using a Custom Report

To create a custom report with your visitor’s answers:

1. Go to Reports, and click Create New Report

2. In the New Report window, you can choose to clone the “Visitor Activities Summary” report OR if you don’t wish to clone that report, then just make sure to use the “Visitor Activities” Data Set. Then click Create.

3. Follow steps 2-4 from the section above titled From An Existing Report as all of these steps are the same regardless of whether you use an existing report or create a new one.