Scheduled Custom Reports

Custom Report allow you to setup a report to be delivered to you via email on a regular basis including the data that you are interested in.  Here is some basic information on the setup of these reports:

• Schedule Info
  • Report Name - Name your report meaningful so that when it is delivered you know exactly which one it is and what you intended it for
  • Report Frequency
    • Daily - Report will be delivered daily.  Each day it will be delivered with the previous day's data.
    • Weekly - Report will be delivered weekly.  It will be delivered every Monday for the previous week's Monday through Sunday data.
    • Monthly - Report will be delivered monthly.  It will be delivered on the first day of each month for the previous month's data.
  • Report Time - The time of day that the report is delivered depending on the selected frequency.
  • Start Date - The date you want the report to start being delivered.
  • End Date - The last date that you want the report delivered.  This can be left empty if you want the report to be delivered for an indeterminate amount of time.
  • Email report to - Designate who you want the report delivered to.
• Space Selection
  • Location / Building / Floor - Select what location, buildings and floors you want included in the report.  The only restriction is that you cannot have more than one location per report.  You are allowed multiple buildings and floors within that single location.
  • Filter options - You have the option to filter the data by the following 3 fields, all of which are multi-select:
    • Area Category
    • Area Type
    • Neighborhood
  • Grouping options - You have the option to group the data in different ways:
    • Area - Most granular - each area in the location / building(s) / floor(s) you select will be one line in the attached spreadsheet.
    • Area Category - Roll up the calculations by Area Category - each Area Category in the location / building(s) / floor(s) you select will be one line in the attached spreadsheet.
    • Floor and Area Category - Roll up the calculations by Area Category and Floor - each Floor and Area Category in the location / building(s) / floor(s) you select will be one line in the attached spreadsheet.
    • Floor - Roll up the calculations by Floor - each Floor in the location / building(s) / floor(s) you select will be one line in the attached spreadsheet.
    • Future planned option - Neighborhood
• Fields Selection - Select what data points you want included in the spreadsheet report.  If you select a grouping option that doesn't make sense for your field selection, the system will do the right thing (Example:  If you group by floor, you will not get Area Name).
• Date & Time Selection - Select the data time slots and what weekdays you want included in your report.

• Delivery
  • Based on frequency - Once you setup your report, you will receive a spreadsheet attachment via email based on the frequency that you selected.  The spreadsheet will be emailed to the email addresses designated in the Schedule Info tab.
  • Send Now - If you want to receive the report now and not wait for the regular frequency, you can click the "Send Now" icon.  The data may not be complete depending on the frequency selected for the report and when you click the Send Now option.