Adding and Configuring Global Report – Meeting Room Occupation

Overview

The Global Report – Meeting Room Occupation enables users to generate detailed insights into meeting room usage and booking activities within an event. This report helps track room occupancy, participant engagement, and booking statuses. With configurable filters, report columns, scheduling options, and version management, users can efficiently monitor and analyse meeting room utilisation while maintaining controlled access across teams.

Step-by-Step Approach

1. Add Global Report – Meeting Room Occupation

• On the General Dashboard, navigate to Reports.
• Click on the + Report button.
• In the Type dropdown, select Global Report – Meeting Room Occupation.
• Enter or edit the Name of the report.
• Select one or more Teams to assign access and ownership.

2. Configure the Details Tab

The Details tab allows you to define the basic information of the report.

• Name: Enter or update the report name for easy identification.
• Description: Enter or edit a description to explain the purpose of the report.

3. Configure the Settings Tab

The Settings tab is used to define the scope and structure of the report.

• Event: Select the event for which the report will be generated.
• Participant Activity Status: Choose the relevant status (such as registered or arrived).
• Participant Filter: Apply filters to refine participant selection.
• Room Booking Status: Select the room booking status to track booking states (such as requested, pending, approved, rejected).
• Report Columns: Choose the columns to define how the data will be displayed.
• Schedule the Report: Configure scheduling if the report needs to run automatically at specific intervals.

4. Manage the Version Tab

The Version tab allows you to manage different versions of the report.

• Click on + Version to create a new version.

Execute Row Actions (Version Management)

• Go to More Options (⋮), select View Report Online: Open the selected report version in the browser.
• Go to More Options (⋮), select Export Report Version: Download the report for offline use.
• Go to More Options (⋮), select Change Name: Rename the report version for better identification.
• Go to More Options (⋮), select Delete: Remove the selected version if it is no longer required.

5. Manage the Teams Tab

The Teams tab helps manage access to the report.

• Click on Add Team to assign a team.

Execute Row Action

• Go to More Options (⋮), select Unassign: Remove a team from the report when access is no longer needed.

This configuration enables users to efficiently create and manage meeting room occupation reports, ensuring accurate tracking of room usage, flexible customization, and controlled access across teams.