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Configure Quick Reports

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Level: System Administrator

Quick reports can be configured for the following:

  • Set up the Quick Reports for the Serraview Reports
    • Serraview Report ID Formats
    • Spaces module Quick Reports
    • Block and Stack (VBS) module Quick Reports
    • Scenario Planner module Quick Reports
    • BOS module Quick Reports
    • Service Requests module Quick Reports
    • Storage, Lockers, and Parking modules Quick Reports
    • Workplace Portal Quick Reports
    • Workplace Admin module Quick Reports
  • Set up the Quick Reports to include the Insights Reports (for the Spaces module and/or the VBS module)
    • Step 1. Find the Insights Report ID
    • Step 2. Update the Spaces Insights setting
    • Step 3. Update the VBS Insights setting
    • Insights Report ID Formats

Set up the Quick Reports for the Serraview Reports

Serraview Report ID Formats

When you have one report in the quick report setting, then the format is:

22{Description=This is a visual report showing every desk, room, and area.}

When you have multiple reports in the quick report setting, then the format is:

22{Description=This is a visual report showing every desk, room, and area.},50{Description=List of current occupants and their workstations.},67,112

Note that the description is optional.

Set up Spaces module Quick Reports

The quick reports are listed in Space's Quick Reports and to update the setting, complete the following:

  1. Navigate to Admin Settings > System Config > General > Mapping.
  2. In the Quick Reports - Space Mapping field, enter the Report ID.
  3. Click the Update button.

Block and Stack (VBS) module Quick Reports

The quick reports are listed in Block and Stack (VBS) Quick Reports and to update the setting, complete the following:

  1. Navigate to Admin Settings > System Config > General > VBS.
  2. In the VBS Quick Reports field, enter the Report ID.
  3. Click the Update button.

Scenario Planner module Quick Reports

The quick reports are listed in Scenario Planner Quick Reports.

Scenario Plan Move

You can modify the quick reports list for the Scenario Plan Move.

  1. Navigate to Admin Settings > System Config > General > Move projects.
  2. In the Move Project Summary Quick Reports field, enter the Report ID.
  3. Click the Update button.

Scenario VBS

You can modify the quick reports list for the Scenario VBS.

  1. Navigate to Admin Settings > System Config > General > VBS.
  2. In the VBS Move Project Quick Reports field, enter the Report ID.
  3. Click the Update button.

BOS module Quick Reports

The quick reports are listed in BOS Quick Reports and to update the setting, complete the following:

  1. Navigate to Admin Settings > System Config > General > BOS.
  2. In the BOS Quick Reports field, enter the Report ID.
  3. Click the Update button.

Service Requests module Quick Reports

The quick reports are listed in Service Request Quick Reports and to update the setting, complete the following:

  1. Navigate to Admin Settings > System Config > General > Service Requests.
  2. In the Service Request Grid Reports field, enter the Report ID.
  3. Click the Update button.

Storage, Lockers, and Parking modules Quick Reports

The quick reports are listed in:

You can modify the quick reports list for these modules.

  1. Navigate to Admin Settings > System Config > General > Storage Configuration Set.
  2. In the Storage, Lockers, and Carparks Reports field, enter the Report ID.
  3. Click the Update button.

Workplace Portal Quick Reports

The quick reports are listed in Workplace Portal Quick Reports and to update the setting, complete the following:

  1. Navigate to Admin Settings > System Config > General > Workplace.
  2. In the Quick Reports field, enter the Report ID.
  3. Click the Update button.

Workplace Admin module Quick Reports

The quick reports are listed in Workplace Administration Quick Reports and to update the setting, complete the following:

  1. Navigate to Admin Settings > System Config > General > Workplace Administration.
  2. In the Access Profile Reports field, enter the Report ID. This will display under the Reports icon on the Access Profiles screen.
  3. In the Admin Management Reports field, enter the Report ID. This will display under the Reports icon, on the Manage Admins screen with the Show By selected to Admins. 
  4. In the Team Administrator Reports field, enter the Report ID. This will display under the Reports icon, on the Manage Admins screen with the Show By selected to Teams.
  5. Click the Update button.

Set up the Quick Reports to include the Insights Reports

You can update the Quick Reports Insights setting for the Space module and/or the VBS module.

Step 1. Find the Insights Report ID

  1. Navigate to Insights > Serraview Insights.
  2. Open the report/dashboard you want.
  3. You can either:
    • Use the deep-link (and this can include the filtered data); learn more in Share or Deep-link to a Dashboard.
    • In the URL copy the report ID, for example https://example.serraview.com/insights/gI1awuSogM8lc6l0gkpOce

clipboard_e7d3a0af-a700-41cb-9d80-187be3afb333.png

Step 2. Update the Spaces Insights setting

If needed, you can set up the Insights Report ID for the Spaces module.

  1. Navigate to Admin Settings > System Config > General > Mapping.
  2. In the Insights Dashboards - Space Mapping field, enter the Insights Report ID, see the format below.
  3. Click the Update button.

Step 3. Update the VBS Insights setting

If needed, you can set up the Insights Report ID for the VBS module.

  1. Navigate to Admin Settings > System Config > General > VBS.
  2. In the VBS Insights Dashboards field, enter the Insights Report ID, see the format below.
  3. Click the Update button.

Insights Report ID Formats

When you have one report in the quick report setting, then the format is:

gI1awuSogM8lc6l0gkpOce

When you have multiple reports in the quick report setting, then the format is:

sW5FVhb0qYi0Bl3uA1EA8s,jXIUI9Q4GlpGbcn1R40NoV,nuSnCQiELJK439CYxko0eD

Note that if you have chosen a custom dashboard and it doesn't display, then make sure the Insight's Secured Actions are synchronized, see Publish a Dashboard to Custom Folder.