Visit history and export - Cargoflow Support

Summary

The visit history is the full log: every visitor, invitee, internal visit and driver that came through the warehouse, with arrival and departure times, host and how they came in. It is what you hand over when someone asks "who was here".

Getting there

From Reports, with the Visitors card. See Warehouse reports.
By typing your system address followed by /visits/history. Bookmark it.

Viewing needs only the View Visits permission. Exporting needs Visit Reports (admin by default).

Important: there is no link in the Visitors menu or on the board. The Reports card only shows for people with some reports permission, and the default supervisor has none: for them, the only way in is typing the address.

The filters

Filter	What it does
From and To	By default, the last seven days in warehouse time. If From is after To, they are swapped. The date that counts is the arrival; if none, the scheduled time; if none either, the creation time.
Visit type	Only offers active types.
Status	Any of the nine statuses, including Pending approval.
Host	Autocomplete; active hosts only.
Search	Name, company or visit number.

Filter applies it; Reset goes back to the current week. The result says how many visits match and shows 25 at a time, newest first.

The columns

Visit # (linking to the detail), visitor and their company, visit type (with the Driver chip if applicable), host, status, expected, arrived, left and minutes on site (only once they left).

Exporting to Excel

The Export to Excel button downloads what is filtered into a visits_[from]_[to].xlsx file, with times in warehouse time and fifteen columns: visit #, visit type, kind, full name, company, email, phone, host, status, expected, arrived, left, minutes on site, source and purpose.

The source says how each visit came in: Kiosk, Reception, Invitation, Internal job or Dock management.

Important: the export carries at most 5,000 visits and gives no warning if there are more. For long periods, export month by month.

Example: what an audit asks for

A customer asks who entered the warehouse on September 12 between 8:00 and 18:00. You set From and To to September 12, no other filters, and export. In Excel you filter the "arrived" column by time. If they also want to know whom each person visited, the host column already has it.

Limits worth knowing

Searching by "visit #" only finds the visit number when the warehouse numbers visits; otherwise search by name.
A deactivated type or host no longer shows in the filters, although their visits still show in the results.
Visits pending approval only show here, not on the board.
Personal data (email, phone) goes into the Excel: treat it as confidential.

Frequently asked questions

How do I see only drivers?

Filter by the Delivery and Pickup types, one at a time, or export and filter the kind column in Excel.

Is this the same as the driver log?

No. The driver log is the historical dock management report, with its own permission. This history is the visitor log, where drivers appear alongside everyone else. See Warehouse reports.