Viewing reports

  1. If the side menu is not visible, click .

  2. In the side menu, click Reports.

  3. In the side menu, click the category folder of the report you require.

  4. Click the report you want to generate.

You can also do the following with your reports:

  • bookmark the reports you use most often

  • filter certain reports by date range

  • export the reports in XLS format to edit and analyse using external software

If you manage more than one location, select the space you want to generate a report for from the drop-down list.

Selecting your space from the drop-down list

Number

Description

1

The drop-down list from which you can select your space

Bookmarking

Reports help you manage and improve your space. We recommend adding the reports you generate most often to the Bookmarked category, as this gives you quicker access to your favorite reports.

To bookmark a report

  1. If the side menu is not visible, click .

  2. In the side menu, click Reports.

  3. In the side menu, click the category folder of the report you want to bookmark.

  4. Clickto add the report to bookmarks. You can now access this report from the Bookmarked folder.

The reports you bookmark also appear in the Bookmarks section of the dashboard.

Filtering

For many report types, you can filter them to show information from a specific date range. By default, reports with date filters show information from the last 30 days.

To filter a report by a date range

  1. If the side menu is not visible, click .

  2. In the side menu, click Reports.

  3. In the side menu, click the category folder of the report you want to filter by date.

  4. Click the report.

  5. In the top right corner, click the From textbox (the left box).

  6. Select your starting date from the calendar.

  7. Wait for the report to calculate.

  8. In the top right corner, click the To textbox (the right box).

  9. Select your end date from the calendar.

Exporting

You can print and download the reports that you generate.

Printing and viewing options

Number

Description

1

Printing options:

  • You can rotate your file to a horizontal view before printing.

  • You can download the report in the PDF format and print it later.

  • You can print the generated report as is.

2

Viewing options:

  • You can fit the report to the size of the page to optimise its size.

  • You can manually zoom in and out.

If you want to edit a report, export it to an XLS file and then use additional software.

To export a report to an XLS file.

  1. If the side menu is not visible, click .

  2. In the side menu, click Reports.

  3. In the side menu, click the category folder of the report you want to export.

  4. Click the report.

  5. Click Export.

  6. In the Save As window, select a location on your computer to save your report to.

  7. Optional: You can also type your own file name for the report.

  8. Click Save.

You can now open and edit your reports using any external software that supports XLS file extensions.