Exporting Data from Visitor Management

Owned by Natalie Menzies
Last updated: Sept 27, 2024 by Sophie Cooper
2 min read

Overview

Property Managers and Workplace Managers can export Visitor Management data for a date range or a single date.

Receptionists can export data for a single date at a time from the reception view.

Please note that this is still governed by the data retention policies for Visitor Management

Workplace Managers and Tenant Receptionists will only see data for their own company

Property Managers and Building Receptionists will see data for the whole building

Exporting Data as a Property Manager or Workplace Manager

 

  1. In Equiem One, click Visitor Management and ensure you are on the Appointments view - it will say Visitor Appointments at the top.

Screenshot 2024-04-16 at 11.35.46.png

  1. Ensure you are looking at All Appointments

  2. Click Filters and Date

Screenshot 2024-04-16 at 11.36.30.png

  1. To view data in a date range, choose Date Between and set the from and to dates.

  1. To view data for a single date, choose Date Is and set the date.

  1. Add any additional filters as required.

  2. To export the view, click the … menu, and Export CSV.

  1. The downloaded CSV will display the following fields:

  • Date/Time Created

  • Created By

  • Appointment Date

  • Appointment Start Time

  • Appointment End Time

  • Appointment Duration

  • Meeting Title

  • Host

  • Host Company

  • Host Notification

  • Organizer

  • Organising Company

  • Location

  • Visitor Type

  • Floor/Level

  • Visitor

  • Visitor Company

  • Building Reception Notes

  • Tenant Reception Notes

  • Visitor Notes

  • Check-in Date/Time

  • Checked in By - Property Manager only

  • Check-out Date/Time

  • Checked out By - Property Manager only

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