WEBVTT 1 00:00:03.840 --> 00:00:05.700 There are two reports that can be run 2 00:00:05.700 --> 00:00:08.280 to assist you with the space survey. 3 00:00:08.280 --> 00:00:11.643 A Room Summary Report, and a Survey Progress Report. 4 00:00:12.563 --> 00:00:14.563 I'll start with the room summary report. 5 00:00:15.840 --> 00:00:19.860 From Space Audits, space and occupancy survey, 6 00:00:19.860 --> 00:00:22.203 choose the current survey. 7 00:00:24.930 --> 00:00:26.940 Click on your survey component 8 00:00:26.940 --> 00:00:29.310 and this will list all the departments 9 00:00:29.310 --> 00:00:31.143 that you are responsible for. 10 00:00:32.100 --> 00:00:37.100 In this case, 11000, VP Finance and Administration 11 00:00:37.620 --> 00:00:39.300 is the department. 12 00:00:39.300 --> 00:00:40.743 I'm gonna click on that. 13 00:00:42.570 --> 00:00:45.123 And I'm gonna click on space and workspace. 14 00:00:47.010 --> 00:00:50.910 This will show a list of all the rooms. 15 00:00:50.910 --> 00:00:55.260 And you wanna make sure all is selected on the bottom here. 16 00:00:55.260 --> 00:00:57.450 If only one of the rooms is selected 17 00:00:57.450 --> 00:00:58.820 when you run your report, 18 00:00:58.820 --> 00:01:02.040 it will only run it for that one room. 19 00:01:02.040 --> 00:01:03.723 So I'm gonna click all. 20 00:01:05.010 --> 00:01:08.283 Go over to the action panel and click report. 21 00:01:10.710 --> 00:01:13.260 See, there's a list of reports on the left. 22 00:01:13.260 --> 00:01:16.893 I'm gonna choose PDC Room Summary Report. 23 00:01:18.690 --> 00:01:22.080 I'm gonna leave these parameters as is. 24 00:01:22.080 --> 00:01:23.643 Click save as. 25 00:01:24.810 --> 00:01:28.110 And this one is one room per page. 26 00:01:28.110 --> 00:01:31.150 It's a summary report, so I'm gonna choose a PDF 27 00:01:32.580 --> 00:01:34.530 and leave the header in wrap text. 28 00:01:34.530 --> 00:01:39.213 Those can stay the same and I'll click okay. 29 00:01:40.830 --> 00:01:42.850 This will download the report 30 00:01:44.010 --> 00:01:49.010 and it will open it in PDF format with one room per page. 31 00:01:49.620 --> 00:01:52.980 And this will give you the overview of the property, 32 00:01:52.980 --> 00:01:57.980 the room types, departments, functions, PIs, occupants, 33 00:01:58.320 --> 00:02:01.050 and chart strings. 34 00:02:01.050 --> 00:02:04.320 This example didn't have any chart strings, 35 00:02:04.320 --> 00:02:08.190 but I have a screenshot of one. 36 00:02:08.190 --> 00:02:12.420 This is a room that has multiple functions. 37 00:02:12.420 --> 00:02:17.420 As you can see, 11, 24, 30 72, their percentages. 38 00:02:17.760 --> 00:02:21.930 Has multiple occupants and multiple chart strings, 39 00:02:21.930 --> 00:02:24.303 so they're all displayed on one page. 40 00:02:31.350 --> 00:02:35.340 The other report is the Survey Progress Report. 41 00:02:35.340 --> 00:02:38.853 That will give you all the statuses of each room. 42 00:02:39.840 --> 00:02:44.040 So I'll go to the same place with all of my room selected. 43 00:02:44.040 --> 00:02:45.660 Click report. 44 00:02:45.660 --> 00:02:50.660 And this one is the PDC Space Survey Progress Report. 45 00:02:53.730 --> 00:02:58.530 This one is a tabular report, so when I click save as, 46 00:02:58.530 --> 00:03:03.453 I'm gonna choose XLSX data only. 47 00:03:05.550 --> 00:03:08.280 I prefer not to wrap the text, 48 00:03:08.280 --> 00:03:10.680 but that's personal preference. 49 00:03:10.680 --> 00:03:12.843 I'm just gonna select no here. 50 00:03:14.400 --> 00:03:17.160 I'll say yes for the header. 51 00:03:17.160 --> 00:03:18.990 I'll click okay. 52 00:03:18.990 --> 00:03:20.763 This downloads the report. 53 00:03:25.470 --> 00:03:30.470 And, as you can see, this opens the tabular report. 54 00:03:32.640 --> 00:03:36.843 You may have to adjust the columns a bit in Excel. 55 00:03:39.300 --> 00:03:44.300 And you'll see the status on the far column. 56 00:03:44.370 --> 00:03:46.740 This one has a few rooms that are assigned, 57 00:03:46.740 --> 00:03:50.133 some that are completed, some that are in progress. 58 00:03:52.740 --> 00:03:54.360 So when you complete your survey, 59 00:03:54.360 --> 00:03:58.950 you wanna make sure all the rooms are completed by surveyor. 60 00:03:58.950 --> 00:04:01.980 This will also show any rooms under review 61 00:04:01.980 --> 00:04:05.073 that are being reviewed by cost accounting services.