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.

Open

Example: Filter options in a report

Open

Example: Report results presented as a list

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.

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

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.

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.

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.

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.

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.

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