Insights reports have Filter Panels that allow for data selection to be varied and viewed.
From the Homepage, navigate to the Insights Icon, and Click to select it.
From the available list of Reports, select ‘Booking List’.
Filter Results Bar
This is a text summary of what has been applied through the Filters selected on the current page. It appears from the top left of all reports.
Filter Panel Access
The Filter Panel can be accessed from the Top Right of most Insights Report Screens. It is usually at the end of the Results Bar, It appears as 3 lines on top of each other.
Filter Panel
Click on the 3 Lines Icon to Open up the Filter Panel. Depending on the Report being used, the set of default Filters will change.
In the Bookings List Report, the Filter Panel allows you to refine your criteria by Space Type, User Groups, and Domains.
Information buttons
Through Insights reports there will also be Information Buttons. An example of this can be found via Location Insights, under Reports. By clicking on the ‘I’ circle, a toggle is activated and brings supporting information up to explain the field's data.
Metric panel
Found on most reports this is a summary of key metrics based on the Filters in place.
Drill Through
On all visualisations, you can right-click on the bar/area whose data you may wish to interrogate further, and drill through to more detailed lists.
A drill through the above with 69 Bookings, and going to ‘Booking List, brings up detailed info for your further review.
Export Data
Data can be exported by hovering over a Chart Graph table. In the top right corner there are 3 dots, hover over these for ‘More options’. and click to select Export Data.
A further Export Data question is raised. Read these carefully and make your selection. We recommend Summarized data as the default.
Click, Export, and the following messages should process, to confirm the file has downloaded to your local PC.
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