Instructor: A room summary
by department report is available in Planon.
This report
will give space survey administrators the ability
to reference the data in their rooms
before they start the survey.
From the Planon home screen,
expand space overview.
Select Space Inventory.
Ensure all the properties are selected by clicking All.
Next, move over to the components tab
and scroll down to departments.
The departments are in list view sorted by code.
If your screen shows them in tree view,
they will look like this.
You can toggle between tree view
and list view with this middle button here.
You can scroll through the list to find your department,
there's multiple pages on the bottom.
Or you can use the filters to narrow it down.
For example, if I click on the field,
I can choose Department ID equals
and I can type in a department code,
and then click Search.
That narrows down to my department, 11105.
I click on the Department,
go to the top and click on Spaces.
Once again, ensure all the spaces are selected.
This list shows all the rooms assigned to that department.
Over to the right, on the action panel, click Report.
Next, scroll down to the report that says PDC,
Pre-survey room summary report.
Select that.
Click Save as.
This report is designed to work as a PDF,
so I'm going to select PDF.
Leave these parameters as is and click Okay.
The report will download.
And this is the report,
you'll see it lists the building, code,
the building description,
the floor, the room, your space type, your department,
percentages, functional activities,
your IBB categories.
It will also list occupants and chart strings
if there are any in the rooms.
Here's one that has chart strings.
And you can save this report to your server to reference.