Product / Knowledge Base / 10. Reports and Analysis

10. Reports and Analysis

User & Administration Guide — Version 1.0.0.58

Guide summary

Build custom reports, review analytics, and export CSV from SharePoint list data.

On this page

10.1 Report Builder

  • Open Reports from the ANALYSIS section.
  • Choose a data source (Visitors, Check-ins, Deliveries, and other lists).
  • Select columns and optional filters.
  • Click Generate Report to preview, then Download CSV to export.
Report Builder column picker
Report Builder — pick columns and export CSV.

10.2 Analytics

  • Open Analytics to review visitor trends over a date range.
  • Use charts for total visitors, check-ins, and visitor types.
Visitor analytics charts
Analytics — visitor trends and date range filters.
Data flow infographic
Data flow — user actions update vm_* SharePoint lists in your tenant.