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Opening a report

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When you want to use a report go to the report module and choose one of the following options:

• Use the reports option: This is an overview of all the reports that are in the system.

• Use the folders option: Here the reports are categorized per object.

Let’s say in this case a report of all requests for a specific location is necessary.

1. Select the menuoption ‘Folders' under 'Reports’.

2. Open the folder ‘Requests’

3. Use the filterbox on the top right to search for ‘location’

4. Open report “Open requests per location” by clicking on the magnifying glass.

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6. When you have set the filters press:

• “Search” to get results or,

• “Count“, to get an indication of the number of results that the report will find,

• “Back”, to close the report and navigate back to the previous page.

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title How to make use of the report results
How to make use of the report results Expand When the result page is shown depending on what kind of report is used and what kind of filters are filled in, it is possible that the results are shown collapsed. The expand function button can be clicked to expand the results and show the full list. Image Removed Using the results On a result page the following functions can be used (if they are made available): Image Removed Open one of the specific objects by using the hyperlink. After selecting one or more items: use a specific function. After selecting one or more items: delete/archive data. Export the data to Excel, PDF or CSV by using the export function. Rearrange data by pressing column headers. Image Removed

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Export options

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General

Reports in Workplace Management can be used to view data in a structured way, to be used for analytics purposes. A report can be presented to the user as a list, a hierarchy or a graph (column, bar, pie, etc.). In most cases, the report results can be exported to Excel or PDF.

Key users of a module have access to reports relevant for the modules they are authorized for.

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View a report

Via the ‘Reports' → 'Folders’ option on the navigation menu, the default available reports can be found. Depending on the users authorizations, folders are shown for all applicable modules. When selecting a folder, a default set of reports becomes visible.

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Via the magnifying glass, the desired report can be executed:

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By clicking on the magnifying glass, the report is executed. In most cases, the filter page of the report is shown, where the user can manually enter the desired filters to get the desired results.

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More information about the filters and operators can be found via the 'Advanced search' chapter on the 'Searching' article.

Once the user entered the desired filters, the ‘Search’ button can be clicked to get results.

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Dashboard

It is possible that multiple reports are combined on a dashboard. With a dashboard, there is one filter page shown, where the user can enter the desired filters. These filters will then apply to all reports in the dashboard.

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Report results

Just like with a regular or advanced object search, the same applies to the results of a report.

In the report results, the user can filter, sort data of various columns and collapse/expand, if subtotals apply.

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Export options

For most reports it is possible to export the data. By default, the Export to Excel option is available on the reports results page.

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It can be that a specific report has more export options.

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Exporting data from an instance page

Every unique appearance of an object is called an instance. An instance page is a page of a specific object that is opened. When on an instance page it is possible to download or print the page itself. If the user has the rights to download the page, an arrow function on the top right will be shown.

For some pages a specific template exist that only exports the data defined in the set template. If no such template exists, the system default is used. This basically means that all data is exported/ dumped without a (good looking) layout.

Exporting data is done by pressing the export button. If there is more than one format to which the page can be exported, the Export function is shown. This is further explained in the next chapter.

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Exporting data from a result list

After finishing your search, the results will be shown on a list (page). These results can than be exported to a variety of formats, such as Word, Excel, and PDF. What formats are available can differ per page.

You can export data as by:

• Pressing the ‘export’ button

• Select an export option

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title Difference between een report and include
Difference between een report and include What is a report A report is a representation of data from the system. Reports are a collection of objects that meet certain selection criteria, grouped logically. Reports are dynamic, so the list of objects that are displayed can change over time. A good report turns data into information. Where can I find reports? Reports can be found in the Reports module in the navigation menu. In this module, all reports available in this environment can be queried via e search screen. Per module several standard reports are available. In the Reports module, a ‘Folders’ menu option is also available. Here reports are resorted into folder. See screenshot below. Image Removed The Reports module is used for all reports, but other modules can also be configured to contain reports. Technically, standard- and advance search pages are also reports, but the usage of them are more easy. These pages allow searching data in a specific module to become more easy so that a report is not always necessary. But one most common usages of reports are on the startBoard as an include. What is an include In the basis, an include is a report that is shown on a startBoard or instance page. The big difference between a report and an include is that an includes does not have a search screen. An include is always configured in such a way that it displays the relevant data without the user having the option to change the filter values. This is archived by initializing the filter values. An include that displays the future reservation of a user will for example contain the following (hidden) initialization filters: the requestor of the reservation is the user that is logged in; reservation start date is larger or equal to today'. Image Removed Where can I find includes Besides on your startBoard, includes can also be shown on an instance pages and tabs throughout the system. A couple of examples are: When opening an organization, the person tab is available that will show an include with the persons linked to the organization. Image Removed In a property object a related object tab is displayed where an include of requests or other objects that are attached to the property are shown. Image Removed

Summary

Exercise

•  Go the the Report menu option and see the difference between opening the report using the magnifying glass and pressing pressing the colored hyperlink.
•  Open an asset and export the page.
•  Now also export a list of assets.

Search

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