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Advanced Reporting for Large Teams
Advanced Reporting for Large Teams

Sine has released a new reporting tool available for Core and Workflows

Poppy Lammin avatar
Written by Poppy Lammin
Updated over 2 months ago

Advanced Reporting is a comprehensive analytics solution that provides detailed insights across all Sine products. The feature offers three specialized dashboards:

  • Visitor Overview

  • Vendor Management

  • Compliance Overview

Note: Advanced Reporting is exclusively available on large+ plans. Contact [email protected] for plan upgrades or assistance.


Where to find advanced reporting

  1. Navigate to the Sine Core dashboard

  2. Locate the app switcher in the lower left corner

  3. Select 'Admin'

  4. Choose 'Reports' from the left side menu

Admin button in the app switcher on Sine Core

Sine Admin button



Understanding the dashboards

The Reports page is made up of three dashboards: Visitor Overview, Vendor Management and Compliance Overview. Each dashboard has its own set of pre-defined reports.

image showing the three report tabs, visitor overview, vendor management, compliance overview.

Three dashboard options


​Global filtering options

All dashboards support filtering by:

  • Site

  • Company

  • Visitor type

  • Date range (start/end)

The Compliance Overview dashboard includes an additional filter for workflow expiration dates.

Important: Filters apply to the entire dashboard and cannot be set for individual reports.

image showing the filtering options

Filtering options on the compliance overview dashboard.


​Exporting reports

You can export individual reports in multiple formats:

  • CSV

  • Excel (.xlsx)

  • JSON

  • PNG

  • Unformatted data

To export:

  1. Hover over the top-right corner of any report

  2. Click "Download results"

  3. Select your preferred format

Note: Exports respect any active dashboard filters

Report exporting options


Dashboard details

Each dashboard has its own set of pre-defined reports:

Note: Accuracy depends on unique identifier usage (mobile/email) during check in.


Visitor Overview Dashboard

This dashboard provides comprehensive insights into visitor activity and behavior. Report types as follows:

Visitor activity

Track visitor volume through:

  • Overall check-in events

  • Unique individual check-ins

  • Monthly check-in volume by visitor types
    ​

Duration analysis

Monitor time spent on premises:

  • Time on site by visitor types

  • Month-over-month duration changes
    ​

Access methods

Understand how visitors interact with your system using:


​Check-in/out Methods

  • Dashboard (default)

  • GPS (auto check-in)

  • QR (via SinePro mobile app)

  • Web check-in

  • Invitation

Device Usage

  • Sine Dashboard

  • SinePoint (kiosk)

  • Web Check-in

  • SinePro (mobile app)


Vendor Management Dashboard

Monitor vendor activity and compliance across your organization using the following reports:

  • Vendor time on site

  • Individual contractor duration

  • Workflows completed per company

Note: Currently uses company names from check-in kiosk data; future integration with Companies module pending.


Compliance Overview Dashboard

Track and manage compliance-related activities using the following reports:

  • Expiring workflow responses (30-day forecast)

  • Check-in rejection reasons

  • Rejected visitor follow-up

Note: Requires unique identifier (mobile/email) for accurate tracking


Technical details

Data management

  • Real-time AWS hosted servers

  • Real-time updates (high-volume sites may experience brief initial loading delay)
    ​

Frequently asked questions

Q: Can I schedule automated report exports?
A: This feature is currently in development.
​

Q: How granular can report filtering be?
A: Filters apply at the dashboard level and affect all reports within that dashboard.
​

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