Create and Schedule Broadcasts Reports in Analytics

Introducing the all-new Reports feature within the Appspace 8.1 platform delivering operational and behavioral data organizations require to make informed decisions and optimize the workplace experience to enhance efficiency and user satisfaction across the Appspace platform.

Reports provide a wealth of benefits to organizations, including the following key advantages:

This article provides Administrators with instructions to create (generate) and schedule reports based on the Broadcasts report templates available in Analytics. 

Prerequisites

• An Account Owner or Locations Admin role, assigned with a Platform user license.
• Optional – Enterprise Messaging has been configured for notifications

Create and Schedule Broadcasts Reports

1. Log in to your Appspace console.
2. Click the ☰ Appspace menu, and select Analytics from the menu.
3. Click the Reports tab, and click the + Create button.
   
4. In the Select Type step, search and select the desired Devices Report Template available.
   
5. In the Edit Report step, proceed to configure the following reporting fields from the drop-down based on the Devices report template selected:
   
   • Device Directory
     • Columns – All Columns (Default) or customize the columns generated in the report. 
       • Customize Columns – Click the ⚙ Gear icon to customize, and select the fields you wish to include, exclude, or rearrange the order of the fields for a customized report format. Once done, click Save.
     • Activated – 
     • Location – All Locations (Default), or select the location of the devices. 
     • Priority – 
     • Trigger Type – 
     • Target Type – A
     • Source Type – All Sources (Default), or select the specific device type.
6. Once configured, click the Generate Report button to generate a preview of the first 1000 results, or Download the Full Report by clicking the drop-down arrow. The generated report (in .xlsx format) will be automatically downloaded to your default download folder. Alternatively, you may also download the full report in preview mode.
7. Click Next, and in the Schedule step, proceed to configure the following scheduling fields:
   
   • • Report Name – Enter the report name.
     • Share with – Add the users to share the report with.
   • NOTIFICATIONS – Send a notification with a download link to the report.
     • Enterprise Messaging – Slide the toggle switch to ON to enable sending notifications via the enterprise messaging app. OFF to disable.
     • Email – Slide the toggle switch to ON to enable sending notifications via email. OFF to disable.
   • RUN TIME – Define the report schedule run time.
     • Repeats Every – Select the number of times per Day, Week, Month, or Year the report is run from the dropdown.
     • Repeats On – Appears only when week, month, or year is selected.
       • If Week is selected, select the day of the week from the dropdown.
       • If Month is selected, select the date or the day of the week from the dropdown.
       • If Year is selected, select the date, or the day of the month from the dropdown.
     • At – Determine the time the report is run from the dropdown. 
     • Timezone – Select the timezone for the report from the dropdown.
     • Ends – Define when the report ends.
       • Never –
       • After – Enter the number of occurrences before it ends.
       • On – Select the specific date for the report to end.
   • HISTORY – Define how long the report is retained.
     • Retain Report History for
       • Reports Generated – Select the number of reports to be kept from the dropdown.
       • Specific Date – Select Last month, Last 2 months, or Last Year of reports to be kept from the dropdown.
8. Once configured, click Save. Alternatively, you may also click the dropdown arrow to Save and Download the report, or Save as Template to generate future reports based on the saved report template.
9. Saved reports will be listed and displayed within the All Scheduled Reports section, while the saved report templates will be listed in the All Report Templates section when creating and scheduling reports.

Device Report Glossary

Below is the glossary of terms defining each column header within the report template:

Device Directory

• Device ID – 
• Device Name – 
• Device Type – 
• Device Model – 
• Device Group – 
• Location – 
• Registration Date – 
• App Version – 
• Firmware Version – 
• MAC Address – 
• Serial Number – 
• Fingerprint – 
• Application Name – 
• IP Address – 
• Health Status – 
• Online Since/Last Seen At – 
• Sync Status – 

1. Log in to your Appspace console.
2. Click the ☰ Appspace menu, and select Analytics from the menu.
3. Click the Reports tab, and click the + Create button.
   
4. In the Select Type section, select the desired Broadcast report template.
   
   
5. In the Edit Report section, proceed to configure the following reporting fields from the drop-down:
   
   • Reservations History
     • Columns – All Columns (Default)
       • Click the ⚙ Gear icon to customize: Select the fields you wish to include, or rearrange the order of the fields for a customized report format. Once done, click Save.
     • Activated – Select the desired duration for the activity period.
       • Last 7 Days, Today, …, Last Month, Last Year.
       • Custom Range – Select a custom range, that can range from the last hour to the next year.
       • Specific Dates – Select the specific start and end date of the report.
     • Location – Select the location of the resources.
     • Priority – Select the priority type:
       • Undefined
       • Standard
       • Critical. 
     • Trigger Type – Select the trigger type:
       • Undefined
       • Schedule
       • User
       • API Trigger. 
     • Target Type – Select the trigger type:
       • Undefined
       • Device
       • User
       • Enterprise Message 
6. Click the Generate Report button to generate a preview of the first 1000 results, or click the drop-down arrow and select Download Full Report. The Broadcasts report in .xlsx format will automatically be downloaded to your default download folder.
7. Click Next to schedule the report.
8. In the Schedule section, proceed to configure the following scheduling fields:
   
   • • Report Name – Enter the reservation report name.
     • Share with – Enter the Appspace users you would like to share the report with.
   • NOTIFICATIONS
     • Enterprise Messaging – Slide the toggle switch to ON to send a notification via the enterprise messaging app with a download link of the report.
     • Email – Slide the toggle switch to ON to send a notification via email with a download link of the report.
   • RUN TIME
     • Repeats Every – Select the number of times per day, week, month, or year the report is run.
     • Repeats On – Appears only when Week, Month, or Year is selected.
       • If Week is selected, select the day of the week.
       • If Month is selected, select the date or the day of the week.
       • If Year is selected, select the date, or the day of the month.
     • At – Select the time the report is run.
     • Timezone – Select the timezone for the report
     • Ends
       • Never –
       • After – Enter the number of occurrences before it ends.
       • On – Select the specific date for the report to end.
   • HISTORY
     • Retain Report History for
       • Reports Generated – Enter the number of reports generated to be kept.
       • Specific Date – Enter the duration of the reports to be kept.
9. Once done, click Save. Optionally, you may also click the drop-down arrow to Save and Download the report, or Save as Template to generate future reports.
10. The saved Reservations report will be listed and displayed on the All Scheduled Reports section of the Reports dashboard.

Manage Reports

Follow the instructions below to manage a report.

1. Log in to your Appspace console.
2. Click the ☰ Appspace menu, and select Analytics from the menu.
3. Click the Reports tab, and click the ellipsis of the desired report and select one of the following actions:
   
   • Edit Report – Edit the report or view the History of the report and previous reports generated.
   • Copy Report –
   • Generate and Download –
   • Run Now – Generate the latest version of the report.
   • Delete –