Executive Reporting Tips & Tricks

Please see below for some tips and tricks for creating reports or executive summaries using XY Sense.

Expanding tiles for screen shots 

Many people often use PowerPoint or similar slide decks for presentations. So, it's helpful to capture screenshots of graphs generated from XY Sense.

One useful feature is to click on the three dots on any graph, select "View", and then choose "Expanded". This will display the graph in a larger image, which you can simply screenshot or download as a PNG file.

For full instructions, please see here.

Schedule email reporting 

Another handy method is to schedule XY Sense reports to be emailed to specific recipients. You can set filters to send reports for particular buildings, floors or groups, such as business units.

For instance, if you want to schedule a quarterly portfolio utilization report, you can click on the three dots on the report, select "Schedule Delivery", choose the frequency (e.g., once a quarter), set filters (e.g., specific buildings or floor), and specify email addresses for recipients.

For instructions on how to do this, please see here.

 

Exporting CSV Files 

Additionally, XY Sense offers options to export data. You can generate granular CSV reports by setting filters and selecting the "Extract Data" option at the bottom of each report. This provides detailed data, useful for correlation analysis like badge access data.

You can also download CSV data directly from graphs on dashboards by clicking on them and select CSV as the format for downloading.

For instructions on how to do this, please see here.