WEBVTT

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<v Instructor>A room summary</v>

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by department report is available in Planon.

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This report

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will give space survey administrators the ability

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to reference the data in their rooms

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before they start the survey.

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From the Planon home screen,

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expand space overview.

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Select Space Inventory.

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Ensure all the properties are selected by clicking All.

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Next, move over to the components tab

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and scroll down to departments.

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The departments are in list view sorted by code.

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If your screen shows them in tree view,

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they will look like this.

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You can toggle between tree view

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and list view with this middle button here.

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You can scroll through the list to find your department,

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there's multiple pages on the bottom.

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Or you can use the filters to narrow it down.

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For example, if I click on the field,

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I can choose Department ID equals

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and I can type in a department code,

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and then click Search.

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That narrows down to my department, 11105.

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I click on the Department,

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go to the top and click on Spaces.

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Once again, ensure all the spaces are selected.

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This list shows all the rooms assigned to that department.

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Over to the right, on the action panel, click Report.

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Next, scroll down to the report that says PDC,

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Pre-survey room summary report.

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Select that.

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Click Save as.

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This report is designed to work as a PDF,

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so I'm going to select PDF.

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Leave these parameters as is and click Okay.

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The report will download.

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And this is the report,

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you'll see it lists the building, code,

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the building description,

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the floor, the room, your space type, your department,

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percentages, functional activities,

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your IBB categories.

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It will also list occupants and chart strings

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if there are any in the rooms.

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Here's one that has chart strings.

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And you can save this report to your server to reference.