This guide has been created for system authorisers and administrators.
Specific role permissions may be required, including: Reports Dashboard.
Overview
The working locations report enables companies to analyse user movements within the business, identify ideal dates for collaboration, and monitor hybrid activity.
Companies that are utilising working locations may see an increase in collaborative working, and quite productive time and can use the working locations reports to support examples of where this has worked well within the business, encouraging other staff to follow suit.
Other benefits include being able to forecast the future need for hot desks, office supplies, cleaners and much more based on a location’s anticipated population.
Step-by-step Guide
- Click manager tools -> Reports dashboard
- Navigate to the Data reports tab Here you will find all your system reports.
- To navigate to the Working Locations report, select the system reports folder down the left-hand side
- Scroll to the bottom and locate the Working Locations report.
This report can either be run, scheduled, edited, or pinned.
If you wish to create a bespoke report, select create a report in the column down the left side > scroll to find create working location report. From the left side under the create report section in the column, drag and drop the user and working location folder into the blue section to the right. Under the report builder header, the system will indicate what filter content to pull through for this report, which can be removed if you do not want it included in the report. You will find detailed instructions on creating a new report here.
Once you are happy with the content required for the report, select the ‘run’ button which is located to the right of the New Report header. Please note, depending on the size of your organisation, it may take a while for this report to generate.
As an alternative to seeing the information on the screen, you can select "Download/Save" and choose to download it as a CSV, HTML or XLS file. If you wish to refer to this report in future, select the save button. You will give the report a name and indicate which folder it should be stored in. If you wish to create a new folder, click the ‘create new folder’ button located under the form.
This report can be hidden from certain users within the folder within the settings if you wish for it only to be accessed by select users. Once a folder has been created it cannot be edited. Please see our folder creation guide for more details.
With the CSV file, you can configure the document in any way you chose in excel.
Example Configuration
Ott & Grant are reviewing the working locations for their sales staff for the next month in hopes to organise an online training session.
To review and anticipate staff movements they run a CSV report to see who is due out on which days.
Using the report, they identify a couple of dates that suit the wider group. 13 and 14 of April have only one member of staff due to be at a site, so here they know they can ask this member of staff if they can rearrange their schedule to accommodate this training or record it so it is available for them to review another time.
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