Instructor: There are two reports that can be run
to assist you with the space survey.
A Room Summary Report, and a Survey Progress Report.
I'll start with the room summary report.
From Space Audits, space and occupancy survey,
choose the current survey.
Click on your survey component
and this will list all the departments
that you are responsible for.
In this case, 11000, VP Finance and Administration
is the department.
I'm gonna click on that.
And I'm gonna click on space and workspace.
This will show a list of all the rooms.
And you wanna make sure all is selected on the bottom here.
If only one of the rooms is selected
when you run your report,
it will only run it for that one room.
So I'm gonna click all.
Go over to the action panel and click report.
See, there's a list of reports on the left.
I'm gonna choose PDC Room Summary Report.
I'm gonna leave these parameters as is.
Click save as.
And this one is one room per page.
It's a summary report, so I'm gonna choose a PDF
and leave the header in wrap text.
Those can stay the same and I'll click okay.
This will download the report
and it will open it in PDF format with one room per page.
And this will give you the overview of the property,
the room types, departments, functions, PIs, occupants,
and chart strings.
This example didn't have any chart strings,
but I have a screenshot of one.
This is a room that has multiple functions.
As you can see, 11, 24, 30 72, their percentages.
Has multiple occupants and multiple chart strings,
so they're all displayed on one page.
The other report is the Survey Progress Report.
That will give you all the statuses of each room.
So I'll go to the same place with all of my room selected.
Click report.
And this one is the PDC Space Survey Progress Report.
This one is a tabular report, so when I click save as,
I'm gonna choose XLSX data only.
I prefer not to wrap the text,
but that's personal preference.
I'm just gonna select no here.
I'll say yes for the header.
I'll click okay.
This downloads the report.
And, as you can see, this opens the tabular report.
You may have to adjust the columns a bit in Excel.
And you'll see the status on the far column.
This one has a few rooms that are assigned,
some that are completed, some that are in progress.
So when you complete your survey,
you wanna make sure all the rooms are completed by surveyor.
This will also show any rooms under review
that are being reviewed by cost accounting services.