Important
This is an Appspace Limited Release feature. Contact your Appspace Customer Success Manager to be a part of this Limited Release program and enable this feature.

Appspace’s new reporting module allows Appspace users’ to view and download available metrics through a dashboard. The Analytics & Reporting module aims to provide visibility to the following analytics available for Appspace Space Reservation and Visitor Management systems: 

  • The raw counts related to users, resources, facilities, catering, check-ins, etc.
  • Utilization metrics based on users, resources, time periods, etc. including but not limited to:
      • Utilization
      • Zombiing
      • Capacity/occupancy
  • Trending information.

Via the Analytics > Reports tab that hosts our new reporting module, Account Owners or Location Admins can:

  • Customize,  extract, and export the data to a .xlsx file.
  • Schedule reports to run periodically and get the download link via an email or enterprise messaging app notification.

In this release, we only have these two metrics: 

  • Visitor Directory
  • Visitor History

This article provides instructions to generate reports for Visitor Management.

Prerequisites

  • An active Appspace public/private cloud user account.
  • Platform user license with Account Owner or Location Admin role.
  • Visitor Management solution configured.

Create and Configure Reports

Follow the instructions below to create reports:

  1. Log in to your Appspace console.
  2. Click the ☰ Appspace menu, and select Analytics.
  3. Click the Reports tab.
  4. To create a report, click the +Create button.
  5. In the Select Type section, select the desired report.
  6. In the Edit Report section, select your data based on the available fields. Different reports will have different data fields. For example, the Visitor History report will have Host, Location, and Date Range fields, while in the Visitor Directory report you may select Visitor, Visitor Type, and Preregistration Status, etc.

  7. Click the Generate Report button arrow and select Generate Report or Generate and Download Report.
  8. The report will be displayed.
  9. Click the Next button on the top right.
  10. In the Schedule section, configure the following fields:

    • Report Name: Name the report.
    • Share With: Add users with an Appspace account as recipients of the report. If these users have access to the Appspace console, they can see the reports but will not be able to edit them.
    • Notifications: Select Email and/or Enterprise Messaging as a notification option with a link to download the report included.
    • Run Time: Schedule report generation with the option to set an end date or occurrences.
    • History: Choose to retain your reports according to the number of Reports Generated or select options from the Specific Date drop-down menu.

  11. Click Save. You can select Save or Save and Download.

Manage Reports

Follow the instructions below to manage a Report.

  1. On the Reports dashboard, select and click the ellipsis next to the desired report.
  2. Select one of the following tabs:
    • In Edit Report you may do the following:
      • Edit the report by configuring the fields.
      • View previously generated reports in the History tab.
      • In the Setting tab, you can do the changes to schedule your report. Refer to step 8 in the create and configure Report section.
      • Click Save.
    • Generate and Download to run and download the selected report.
    • Click Run Now if you wish to run the report now.
    • Click Delete if you wish to delete the generated report.

 

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