Home Reports & Data Export

Reports & Data Export

Custom reports, data exports, audit trails, and compliance reporting
By KYBER
3 articles

Exporting Visitor Reports

Exporting Visitor Reports KyberAccess provides comprehensive reporting tools that let you export detailed visitor data for compliance audits, management reviews, and operational analysis. You can generate reports on demand or schedule them for automatic delivery. This guide covers how to create, customize, and export visitor reports in various formats. Accessing the Reports Section 1. Log in to your KyberAccess dashboard at app.kyberaccess.com. 2. Click Reports in the left sidebar. 3. The Reports hub displays available report types and any recently generated reports. Available Report Types KyberAccess offers several pre-built report templates: - Visitor Log — Complete list of all visitor check-ins and check-outs within a date range - Active Visitors — Currently checked-in visitors across all locations - Visitor Volume — Aggregate visitor counts by day, week, or month - Peak Hours — Busiest check-in times broken down by hour - Average Visit Duration — Mean time visitors spend on premises - Department Breakdown — Visitor counts grouped by host department - Compliance Report — ID scan rates, NDA completion rates, watchlist screening rates - Denied Visitors — Visitors denied entry due to watchlist hits or policy violations - Returning Visitors — Visitors who have checked in more than once - Host Activity — Number of visitors per host employee Generating a Report Step 1: Select Report Type 1. In the Reports hub, click on the report type you want to generate. 2. Alternatively, click + New Report and select the type from the dropdown. Step 2: Configure Filters 1. Date Range — Choose a preset (Today, Yesterday, This Week, This Month, This Quarter, This Year) or set a custom date range using the date picker. 2. Location — Select a specific location or All Locations. 3. Visitor Type — Filter by purpose of visit (Guest, Contractor, Interview, Delivery, etc.). 4. Host/Department — Filter by specific host or department. 5. Status — Checked In, Checked Out, Denied, or All. Step 3: Preview the Report 1. Click Generate Preview. 2. The report renders in the browser with a table view. 3. You can sort any column by clicking the column header. 4. Use the search bar above the table to filter results within the preview. Step 4: Export 1. Click the Export button in the top-right corner of the preview. 2. Choose your export format: - PDF — Formatted report with your organization's logo and branding. Ideal for sharing with management or attaching to compliance audits. - CSV — Raw comma-separated data. Best for importing into Excel, Google Sheets, or other analysis tools. - Excel (XLSX) — Formatted spreadsheet with headers and column widths pre-set. 3. Click Download to save the file to your device. Tip: For large date ranges with thousands of records, CSV exports are significantly faster than PDF generation. Customizing Report Columns You can choose which data fields appear in your report: 1. In the report preview, click the Columns button (grid icon). 2. A checklist of available fields appears: - Visitor Name - Email - Phone - Company - Host - Department - Check-In Time - Check-Out Time - Duration - Purpose of Visit - ID Scanned (Yes/No) - NDA Signed (Yes/No) - Watchlist Status - Badge Number - Photo (thumbnail) - Custom Fields (any custom fields you've configured) 3. Check or uncheck fields to include or exclude them. 4. Drag fields to reorder the columns. 5. Click Apply to update the preview. Note: Column configurations can be saved as templates. Click Save as Template and give it a name (e.g., "Compliance Audit Report") for quick reuse. Saving Report Templates 1. After configuring your report type, filters, and columns, click Save as Template. 2. Enter a template name (e.g., "Monthly Visitor Summary"). 3. Optionally add a description. 4. Click Save. Saved templates appear in the My Templates section of the Reports hub. Click any template to instantly generate a report with those saved settings. Bulk Export For compliance or legal requests that require exporting all visitor data: 1. Navigate to Reports → Visitor Log. 2. Set the date range to cover the required period. 3. Leave all filters set to All. 4. Click Generate Preview, then Export → CSV. 5. For very large exports (50,000+ records), KyberAccess processes the export in the background: - A notification appears: "Your export is being prepared." - You'll receive an email with a download link when ready. - The link expires after 7 days. Sharing Reports You can share generated reports directly from KyberAccess: 1. After generating a report, click the Share button. 2. Choose a sharing method: - Email — Enter one or more email addresses. The report is attached as a PDF. - Link — Generate a secure, view-only link with an expiration date (1 day, 7 days, 30 days). - Slack — Post the report summary to a Slack channel (requires Slack integration). 3. Click Send or Copy Link. Note: Shared report links require the recipient to verify their email before viewing, ensuring data security. Report Permissions Not all users can access all reports: | Role | Access | |------|--------| | Owner | All reports, all locations | | Admin | All reports, all locations | | Manager | All reports, assigned locations only | | Front Desk | Active Visitors and Visitor Log only, assigned locations only | | View Only | View reports but cannot export or share | Printing Reports 1. Generate and preview the report. 2. Click the Print button (printer icon) in the top-right corner. 3. The report opens in a print-optimized format with your organization's branding. 4. Use your browser's print dialog to send it to a printer or save as PDF. Troubleshooting | Issue | Solution | |-------|----------| | Export button grayed out | Your role may not have export permissions. Contact your Admin. | | PDF export taking too long | Reduce the date range or switch to CSV for faster export. | | Missing visitor records | Check that the correct location and date range are selected. | | Custom fields not appearing in columns | Ensure the custom field is set to Include in Reports under Settings → Custom Fields. | | Email delivery of shared report failed | Verify the recipient's email address and check spam folders. | Best Practices - Schedule recurring reports instead of manually exporting each time (see the Scheduled Reports article). - Save report templates for reports you generate frequently. - Use CSV for data analysis and PDF for stakeholder presentations. - Export compliance reports monthly and archive them for audit readiness. - Review the Denied Visitors report weekly to catch patterns or false positives in your screening settings.

Last updated on Apr 25, 2026

Scheduled Reports & Email Delivery

Scheduled Reports & Email Delivery Manually generating and exporting reports every week or month takes time and is easy to forget. KyberAccess lets you schedule reports to be automatically generated and delivered via email on a recurring basis — ensuring stakeholders always have the data they need without anyone lifting a finger. This guide covers how to create, manage, and troubleshoot scheduled reports. Accessing Scheduled Reports 1. Log in to your KyberAccess dashboard at app.kyberaccess.com. 2. Click Reports in the left sidebar. 3. Select the Scheduled tab at the top of the Reports page. 4. Here you'll see a list of all active and paused scheduled reports. Creating a Scheduled Report Step 1: Choose the Report Type 1. Click + New Scheduled Report. 2. Select the report type from the dropdown: - Visitor Log - Visitor Volume - Peak Hours Analysis - Compliance Report - Denied Visitors - Department Breakdown - Host Activity - Average Visit Duration - Returning Visitors 3. Click Next. Step 2: Configure Report Filters 1. Location — Choose a specific location or All Locations. 2. Visitor Type — Filter by purpose of visit or leave as All Types. 3. Department — Filter by department or leave as All Departments. 4. Include Charts — Toggle on to include visual charts (bar graphs, pie charts) in the PDF report. 5. Columns — Select which data fields to include (same column picker as manual reports). Step 3: Set the Schedule 1. Frequency — Choose how often the report should run: - Daily — Generated every day at your specified time - Weekly — Choose the day of the week (e.g., every Monday) - Bi-weekly — Every two weeks on a specified day - Monthly — Choose the day of the month (e.g., 1st of every month) - Quarterly — First day of each quarter 2. Time — Set the time the report should be generated (in your organization's time zone). 3. Date Range — The report automatically covers the appropriate period: - Daily reports cover the previous day - Weekly reports cover the previous 7 days - Monthly reports cover the previous calendar month - You can also set a custom rolling window (e.g., last 14 days) Step 4: Configure Delivery 1. Format — Choose the file format: - PDF — Formatted with branding, charts, and summary statistics - CSV — Raw data for import into spreadsheets - Both — Attach both PDF and CSV to the email 2. Recipients — Add email addresses of people who should receive the report: - Click + Add Recipient and enter an email address - You can add both internal team members and external email addresses - Add up to 20 recipients per scheduled report 3. Email Subject — Customize the email subject line (default: "[KyberAccess] {Report Name} — {Date Range}") 4. Email Body — Optionally add a custom message to include in the email body. Step 5: Save and Activate 1. Review your settings in the summary panel. 2. Click Save & Activate. 3. The scheduled report appears in your Scheduled tab with a green Active badge. Tip: Click Send Test before activating to send a sample report to yourself and verify it looks correct. Managing Scheduled Reports Viewing All Schedules The Scheduled tab shows all configured reports with: - Report Name — The type of report - Frequency — How often it runs - Next Run — Date and time of the next scheduled generation - Last Run — When it last ran and whether it succeeded - Recipients — Number of email recipients - Status — Active or Paused Editing a Schedule 1. Click the pencil icon next to the scheduled report. 2. Modify any settings (filters, schedule, recipients, format). 3. Click Save Changes. Pausing a Schedule 1. Click the toggle next to the scheduled report to switch it from Active to Paused. 2. A paused report retains its configuration but does not generate or send reports. 3. Toggle it back to Active to resume. Deleting a Schedule 1. Click the trash icon next to the scheduled report. 2. Confirm the deletion. 3. Historical reports that were already generated and sent are not affected. Viewing Report History KyberAccess keeps a history of all generated scheduled reports: 1. Click on a scheduled report in the Scheduled tab. 2. Select the History tab. 3. Each entry shows: - Generated At — Date and time the report was created - Date Range Covered — The period the report covers - Status — Sent, Failed, or Pending - Recipients — Who received the email - Download — Click to download the report file 4. Reports are retained for 90 days. Email Delivery Details What Recipients Receive Recipients receive an email from reports@kyberaccess.com with: - Your organization's name in the sender field - The configured subject line - A brief summary of key metrics in the email body (visitor count, compliance rate, etc.) - The report attached as PDF and/or CSV - A link to view the full report in KyberAccess (requires login) Email Delivery Limits - Maximum attachment size: 25 MB - If the report exceeds 25 MB, recipients receive a download link instead of an attachment - Download links expire after 7 days External Recipients External recipients (people without KyberAccess accounts) receive the email attachment but cannot access the "View in KyberAccess" link. They only get the PDF/CSV files. Multi-Location Scheduled Reports For organizations with multiple locations, you can: 1. Create separate schedules per location — Each location manager gets only their data. 2. Create a combined report — Select All Locations to include data from every site in one report. 3. Use the Location Comparison option — Toggle Include Location Comparison to add a side-by-side comparison chart. Tip: Create a monthly combined report for executive leadership and weekly per-location reports for individual site managers. Integration with Slack If you have the Slack integration enabled: 1. When configuring a scheduled report, scroll to Additional Delivery Options. 2. Toggle Post to Slack. 3. Select the Slack channel. 4. The report summary (key metrics) is posted to Slack, with the full report attached as a file. Permissions | Role | Can Create Schedules | Can View Schedules | Can Receive Reports | |------|---------------------|--------------------|--------------------| | Owner | Yes | All schedules | Yes | | Admin | Yes | All schedules | Yes | | Manager | Yes (own locations only) | Own schedules | Yes | | Front Desk | No | No | Yes (if added as recipient) | | View Only | No | No | Yes (if added as recipient) | Troubleshooting | Issue | Solution | |-------|----------| | Report email not received | Check spam/junk folders. Verify the recipient email is correct. Whitelist reports@kyberaccess.com. | | Report shows no data | Verify filters are not too restrictive. Ensure the date range covers a period with visitor activity. | | Report shows "Failed" in history | Check for server errors. Try regenerating manually. Contact support if persistent. | | CSV file garbled in Excel | Open Excel first, then use Data → Import from CSV instead of double-clicking the file. Choose UTF-8 encoding. | | Too many emails from scheduled reports | Consolidate reports — use one weekly summary instead of multiple daily reports. | Best Practices - Weekly summaries for management — Schedule a Monday morning report covering the previous week's visitor activity. - Monthly compliance reports — Automate your compliance report on the 1st of each month for regulatory requirements. - Limit recipients — Only include people who actually need the data. Avoid report fatigue. - Use PDF for executives, CSV for analysts — Match the format to the audience. - Review schedules quarterly — Remove schedules that are no longer needed to avoid cluttering inboxes.

Last updated on Apr 25, 2026

Audit Trail & Activity Logs

Audit Trail & Activity Logs KyberAccess maintains a comprehensive audit trail that records every action taken within the system. From visitor check-ins and setting changes to user logins and data exports, every event is logged with a timestamp, the user who performed the action, and the originating IP address. This audit trail is essential for security investigations, compliance audits, and operational accountability. This guide explains how to access, search, filter, and export audit logs. Accessing the Audit Trail 1. Log in to your KyberAccess dashboard at app.kyberaccess.com. 2. Navigate to Settings from the left sidebar. 3. Click Audit Trail under the Security section. 4. The Audit Log viewer opens, displaying the most recent events in reverse chronological order. Note: Only users with the Owner or Admin role can access the Audit Trail. Managers, Front Desk, and View Only users do not have access. Understanding Log Entries Each audit log entry contains the following information: - Timestamp — The exact date and time the action occurred (displayed in your organization's time zone) - User — The name and email of the person who performed the action - Action — A description of what happened (e.g., "Checked in visitor," "Updated settings") - Category — The type of action (Visitor, User, Settings, Security, Reports, Integration) - Target — The entity affected (e.g., a specific visitor's name, a setting name, a user account) - IP Address — The IP address from which the action was performed - Device/Browser — The browser and operating system used - Location — The KyberAccess location where the action occurred (for multi-location setups) Types of Events Logged KyberAccess logs the following categories of events: Visitor Events - Visitor checked in (manual or kiosk) - Visitor checked out - Visitor denied entry - Visitor record edited - Visitor record deleted - Pre-registration created - Pre-registration modified or cancelled - ID scanned and verified - Photo captured - Photo match passed / failed - NDA/waiver signed - Watchlist screening triggered - Badge printed - Visitor notification sent to host User & Account Events - User logged in - User logged out - Failed login attempt - Password changed - Password reset requested - New user invited - User role changed - User deactivated or removed - Two-factor authentication enabled/disabled Settings Events - Check-in flow modified - Custom field added, edited, or removed - Badge template updated - NDA/waiver template updated - Watchlist updated - Notification settings changed - Integration enabled or disabled - Kiosk mode settings changed - Organization branding updated Security Events - Watchlist hit detected - BOLO alert triggered - Emergency lockdown activated - Emergency lockdown deactivated - Evacuation mode activated - Data export performed - Audit log accessed - API key created or revoked Report Events - Report generated - Report exported - Report shared - Scheduled report created or modified Searching and Filtering Logs Quick Search 1. Use the search bar at the top of the Audit Log viewer. 2. Enter any keyword — a user name, visitor name, action type, or IP address. 3. Results filter in real-time as you type. Advanced Filters 1. Click the Filters button (funnel icon) to expand the filter panel. 2. Apply one or more filters: - Date Range — Select a start and end date - User — Filter by the user who performed the action - Category — Select one or more categories (Visitor, User, Settings, Security, Reports, Integration) - Action Type — Filter by specific action (e.g., "Checked in," "Login failed") - Location — Filter by location - IP Address — Search for a specific IP 3. Click Apply Filters. 4. To clear filters, click Reset. Tip: Use the IP address filter to investigate suspicious activity from unknown addresses. Viewing Event Details 1. Click on any log entry to expand its details. 2. The detail panel shows: - Full action description with before/after values (for edits) - Related entities (e.g., which visitor, which setting) - Session information (login session ID, duration) - Request metadata (API endpoint, HTTP method if triggered via API) 3. For visitor events, click View Visitor Record to jump to the visitor's profile. 4. For user events, click View User Profile to see the user's account. Exporting Audit Logs 1. Apply any desired filters to narrow the results. 2. Click the Export button in the top-right corner. 3. Choose a format: - CSV — All filtered events as raw data - PDF — Formatted report with summary statistics 4. Click Download. 5. For exports covering more than 100,000 events, the export runs in the background and you'll receive an email with a download link. Note: Audit log exports are themselves logged in the audit trail for accountability. Retention Policy KyberAccess retains audit logs based on your subscription plan: | Plan | Retention Period | |------|------------------| | Starter | 90 days | | Professional | 1 year | | Enterprise | 3 years (configurable up to 7 years) | After the retention period, logs are automatically archived. Archived logs can be retrieved upon request for Enterprise plans. To view your current retention setting: 1. Go to Settings → Security → Audit Trail. 2. The retention period is displayed at the top of the page. Real-Time Activity Feed For live monitoring, KyberAccess provides a real-time activity feed: 1. On the main Dashboard, look for the Activity Feed widget on the right side. 2. This widget shows events as they happen in real-time. 3. Click any event in the feed to view its full details. 4. The feed auto-refreshes every 10 seconds. To add the Activity Feed widget to your dashboard: 1. Click Customize Dashboard (gear icon). 2. Drag the Activity Feed widget to your preferred position. 3. Click Save Layout. Security Alerts from Audit Logs KyberAccess can automatically detect suspicious patterns in the audit trail and alert you: 1. Go to Settings → Security → Alert Rules. 2. Click + New Alert Rule. 3. Configure the alert: - Multiple failed login attempts — Alert after N failed logins from the same user or IP - Login from new IP — Alert when a user logs in from an IP not seen before - Bulk data export — Alert when a large export is performed - Settings changes — Alert when critical settings are modified - After-hours activity — Alert for actions performed outside business hours 4. Choose the notification method: - Email to admin - Push notification - Slack message 5. Click Save Rule. API Access to Audit Logs Audit logs are available via the KyberAccess REST API: GET /api/v1/audit-logs Query parameters: - start_date — ISO 8601 date - end_date — ISO 8601 date - category — Filter by category - user_id — Filter by user - limit — Number of results (max 1000 per page) - offset — Pagination offset See the API Reference documentation for full details. Compliance Use Cases The audit trail supports various compliance requirements: - SOC 2 — Demonstrates access control and change management logging - GDPR — Shows data access and processing activities for data subject requests - HIPAA — Documents access to facilities containing PHI - ITAR — Logs visitor screening and access control for restricted facilities - Corporate policies — Provides evidence for internal investigations and HR reviews Troubleshooting | Issue | Solution | |-------|----------| | Cannot access Audit Trail | Only Owner and Admin roles have access. Contact your admin to upgrade your role. | | Missing log entries | Check that the date range and filters include the expected timeframe. Some events may be in a different category than expected. | | IP address showing as internal | If using a VPN or proxy, the logged IP may be the proxy address, not the user's actual IP. | | Export taking too long | Narrow the date range or category filters to reduce the data volume. | | Events not appearing in real-time feed | Refresh the dashboard. Ensure the Activity Feed widget is enabled. | Best Practices - Review the audit trail weekly — Look for unusual patterns, failed logins, or unauthorized setting changes. - Set up security alerts — Don't rely on manual review alone. Automated alerts catch issues faster. - Export logs before retention expiry — If you need long-term records, export and archive them externally. - Use the audit trail for training — Review common errors or incorrect workflows to improve staff training. - Document audit procedures — For compliance, maintain a written procedure for how and when you review audit logs.

Last updated on Apr 25, 2026