Managing the Visitors Dashboard

The Visitors Management dashboard allows account owners and admins to see information about visitors and their responses to questionnaires. Admins can view specific data about how Visitor Management is being used. They can see the number of visitors, the number of hosts, and the frequency of visitors during certain times.

This article covers:

Prerequisites for managing the Visitors Dashboard

How to access and view the Visitors Dashboard

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Dashboard.
  3. In the top tab menu, click the ellipsis , then select Workspaces.
  4. Click the Visitors tab.
  5. Select how you want to filter your metrics at the top of the page:
    • Select a Time Range or select a specific date range.
    • In the Location dropdown, select a hierarchy level (country/region, state, city, campus, building, or floor).

The metric will provide values for Number of Visitors, Number of Invites, Number of Hosts, and Check In Rate. Each metric is defined below.

Visitor Management dashboard metrics definition

You can view the following in the Visitor Management metric:

How to view the Visitors Dashboard charts

After you access and filter the Visitors dashboard, you can view your dashboard's charts.

On each chart, hover your mouse over a bar to see the exact number of visitors and the specific date.

How to download CSV reports

  1. Access the Visitors Dashboard.
  2. At the bottom of the dashboard, click the download button to export the following reports:
    • Visitor Details
    • Questionnaire Results
  3. Select the date of the export data.
  4. Click Export.
    A CSV file will download.