Topics Map > Space Management
Customizing Reports
Customizing Reports in CSI
Reports are a great way to view and export a lot of information at one time. CSI offers standard reports that include commonly requested data fields for facilities and rooms. Users can customize these standard report formats by turning certain columns (i.e., data fields) on and off, sorting to determine the order in which rows (i.e., data records) are shown, and filtering to determine which rows are included.
- The bars on the left-hand column of a report allow users to adjust what the report shows and how it shows it
- There are three ways to make changes to the report display
- Columns
- Sorts
- Filters
- Click on the arrow icon left of the appropriate section to open list
- Click again to collapse that option list
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Columns
The Columns section allows you to choose which fields you wish to see on your report.
- This lists all available fields within a report
- Checking boxes displays associated fields in the report
- Unchecking boxes will remove the fields from the report
- Rechecking boxes shows fields again
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Sorts
The Sorts section can be used to improve clustering information on a report
- Sorts are only available for some fields within a report
- Selecting the ‘Up’ arrow will sort that field in an ascending order
- Selecting ‘Down’ arrow will sort that field in a descending order
- More enhancements will be made to this feature in the future
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Filters
The Filters section can be used to make several adjustments to the report display
Adding Report Filters
- Most fields on the report have a corresponding filter
- There are different types of filters for different fields in a report
- Check box to select field result(s)
- Multiple boxes can be checked manually
- All boxes must be unchecked manually to remove
- Slider bar to select field results within a numeric range
- Good examples are square footage or date fields
- List dropdowns may be used for fields with a limited list of data options
- A good example are “Yes” or “No” fields
- Check box to select field result(s)
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Removing Report Filters
- Deselecting any unique element will remove that single element
- Refreshing your web browser will restore the report to the original display
- Clicking the black X left of the Export bar and select desired option
- Clear All – clears all filters, sorts, and column selections
- Clear Styling Changes – Currently not used
- Clear Column Changes – Adds all columns back to report display
- The red X in the upper right corner of any field filter
- This will remove any filters applied in the field
- It will also remove the field from the filter list
- Click on the + icon right of the “Filters” block to add a removed field back to the available filters
- Select the field to readd from any available options
- The selected field will reappear at the bottom of the Filter field options
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Navigating Reports
Report results are presented on pages with a fixed number of results. Reports can have many results.
There are two simple ways to navigate in a report
- By page
- Use the arrows in the upper right corner to move forward or backward
- Use the double arrows to move to the first or last page
- Type a page number into the text box
- By Find box
- Type desired text in Find box
- Use arrows to move up or down the entire report
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Exporting Reports
Reports are a good choice to export large amounts of data to work off-line.
Click the dropdown next to the “Export” box in the upper left corner of a report and select the appropriate export.
There are four different Exporting options
- Excel – Use the power of Excel to analyze the desired data
- Export retains web report formatting
- PDF – Use a PDF report online that can be downloaded
- RTF – Use an RTF file to create an interactive Word document
- CSV – Use a CSV file to transfer data
- Converts to a data friendly Excel file without formatting
- Take care to retain leading zeros when converting to Excel