How to create a Creating Custom Report

How to create a Creating Custom Report

1. Log into PassagePoint and go to Report Center>Custom Report Builder.
2. Hit Add to create a new Custom Report. You should see the screen below. We will be using the Visit tree for this report. If you selected a field from the Visit tree all other field must come from the same tree. The first box represent all the possible trees.





3. Click on Visit and the box to the right of it should populate. As you click on the next set of
option it'll keep expanding to the right. Remembering that the first box should always be set to
Visit. Clicking Add will add the options into your report. See second image.



4. In the bottom right hand corner you should see an “Add Hidden Constraint” box (circle red), certain
option can be set as constraints so that you can search base on those category. The most important one
is probably Time In, shown in the image below, it allows you to search base on the date. Select the
constraint (highlighted yellow below) then click Edit (circle blue).






5. After selecting your constraints click “Edit” and you'll get the screen in the image below. Check “Set
Constraints” and set your constraints. It's not set in stone just a starting point. Do not check Tomorrow's
Report it's for a different type of reporting.




6. After selecting all you categories and setting your constraints give the report a name then save.

    • Related Articles

    • How to create a Station Location Visitor report

      See attached.

    • Web Customized Configurations

      Customized Configurations 1. Web customization You can add your customized Logo image and CSS file for various web interfaces here. Lets say you want to add a custom Logo and CSS for a configured web interface with the name "wi1". The steps to do ...

    • How to view Active Users

      To view Active Users: Log in with any user having permissions to the report center for example the 'admin' account. Navigate to Report Center > In Step#1 Select 'Active Users' > In Step#3 Click 'Preview Report'

    • Dymo Printer creating Copy Printers

      To prevent Windows from creating multiple instances of your Dymo printer plug the printer into the same USB port all the time. Using different ports can cause Windows to recognize the printer as a new device, resulting in the creation of duplicate ...

    • How to create a NDA

      AGREEMENTS Agreements in the System Lists configuration screen allows you to enter legal and contract documentsthat visitors will need to agree to as part of their sign-in. Agreements are applied by associating them to appropriate People Categories. ...