Browse and Navigate Reports in Appspace 8.x

The all-new Reports feature introduced in Appspace 8.1 provides organizations with the operational and behavioral information required to make data-driven decisions in order to optimize customer facilities and the Appspace service itself for a better user experience.

With the increased adoption and expansion of both Space Reservations and Visitor Management solutions, the initial release of Reports focuses on providing organizations with basic reporting capabilities that leverage raw metrics, utilization metrics, and trending information collected via Analytics, such as reservations, resources, visitors, and much more into a spreadsheet that can be downloaded immediately, or scheduled to run at any given time.

The new reporting feature provides the following general functionality:

• Create, generate, and view reports based on predetermined report templates, or create your own customized report templates.
• Schedule reports to run periodically, while being notified via email notifications, or enterprise messaging apps.
• Download reports to .xlsx spreadsheets for external use.
• Data filtering and Search capabilities. 

In this release, the following Report templates will be readily available to customers, with more being planned in upcoming releases:

• Visitor History
• Visitor Directory
• Reservation History
• Broadcast History (Limited Release)

This article provides illustrations on navigating the Reports dashboard and its features.

User Interface and Navigation

Reports Dashboard

In order to access the Reports dashboard, click Analytics from the ☰ Appspace menu, and click the Reports tab.

From here, Account Owners and Location Admins may create, customize, generate, view, and schedule reports based on the available templates from Space Reservations, Visitor Management, Broadcast (Limited Release), and other areas of the Appspace platform (coming soon).

Search and Filters

Search

The Search field is used to search scheduled reports based on the name. The corresponding results appear in the field as you type a keyword, and when you click on a name in the search result, the report is automatically displayed. 

If the scheduled report is not displayed in the search drop-down menu, click Enter or Return on your keyboard. The search results will be listed on the dashboard.

Filters

Click the Filter icon to display the filter bar, allowing you to filter the reports based on a specific user.

• In the Reports dashboard, you may filter the reports based on a specific user.
• In Settings page, the filter bar displays two filter options, All Types and All Categories, which you may use to filter the report templates with.
  • All Types
    • System – Displays Appspace report templates.
    • Custom – Displays custom report templates.
  • All Categories – Displays the Report categories available.

Create and Schedule Reports

To create and schedule reports, click the + Create button, and configure the report depending on the desired report template.

For more detailed instructions, please refer to the articles below:

• Create and Schedule Visitor Management Reports in Analytics
• Create and Schedule Space Reservation Reports in Analytics

Manage Reports

To manage scheduled reports, click the ellipsis of the 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 –

Settings

The Settings page allows you to manage the Report templates that are available. Click the ellipsis to perform the following actions:

• Assign Permissions – Enter the user(s) or user group(s) to assign permissions to use the report template. 
• Copy –
• Disable –

Click the Filter icon to display the filter bar, which displays two filter options All Types and All Categories, allowing you to filter the reports templates.

• All Types
  • System – Displays Appspace report templates.
  • Custom – Displays custom report templates.
• All Categories – Displays the Report categories available.