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.
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.
Depending on the report, it is possible that a report does not have manual filter options. If so, the user will directly see the report results and the filter page is skipped.
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.
If the Export to Excel option is not visible on a report, this can be caused by the type of report where an Export to Excel is not possible or the user does not have the correct authorizations.
It can be that a specific report has more export options.
List export function | Description |
|---|---|
PDF list | The result list is exported as a PDF |
Linked PDF’s | The result list is exported as a PDF + all documents that are linked to the objects will also be exported |
Export CSV | The result list is exported as a CSV file |
Export to Excel | The result list is exported as an Excel file |
Export Word | The result list is exported as a Word document |