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Advanced Reporting - Using the Reports

How do I filter data in the reports? Can I export the reports?

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Using Reports to Analyze Workspace Bookings

Reports are your go-to place for understanding how your teams use workspaces. With just a few filters and controls, you can quickly customize, explore, and export your booking data.

This article walks you through:

  • The main report controls

  • How to filter and segment your data

  • How to interact with individual charts and export data
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Accessing and Using Report Controls

At the top of your report, you’ll see a row of controls. These let you customize what data you see and how it’s displayed.

Opening and Closing the Controls

  1. Click the controls bar at the top of the report to expand it.

  2. Adjust your filters (booking type, dates, teams, regions, etc.).

  3. Click the controls bar again to collapse it and get a clearer view of the dashboard.
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Key Filters and What They Do

1. Booking Source

Use the Booking source filter to choose which types of bookings you want to see:

  • On-demand bookings – Bookings made in third-party or flexible workspaces.

  • UnifyAI bookings – Bookings made in your own company offices.

  • All bookings – Both office and third-party workspace bookings.

This helps you compare how people use your company spaces versus external workspaces, and identify patterns in workspace usage and behavior.

2. Date Range

Use the Date range filter to select the period you want to analyze.

You can:

  • Choose a preset like:

    1. Last month

    2. Last quarter

    3. This month

    4. This year
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  • Or select Custom range, then:

    1. Choose a start date

    2. Choose an end date

3. Booking Date Type (Important!)

This setting controls which date the report uses:

  • Booking date – The date when the workspace was actually used.

  • Creation date – The date when the booking was made.

Why this matters:

If someone books a desk on March 30 for April 2, the creation date is in March, but the booking (usage) date is in April.

Switching between these views helps make sure your analysis is accurate, especially for monthly or quarterly reporting.

Use:

  • Booking date to understand when people are in spaces

  • Creation date to understand when people are planning and booking
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4. Teams and Cost Centers

You can filter bookings by organizational attributes such as:

  • Team

  • Department

  • Cost center

This is useful when you want to:

  • Compare usage between different teams

  • Track workspace costs by department or cost center

  • Focus on a specific business unit

5. Location Filters

Narrow your data down geographically by selecting:

  • Region

  • Country

  • State

  • City

Examples:

  • View only bookings in New York

  • Compare bookings across Europe

  • Analyze usage by country or region

6. Space Type

Use the Space type filter to focus on specific types of workspaces, such as:

  • Desks

  • Meeting rooms

  • Private offices

  • Airport lounges

You can select one or multiple space types, depending on what you want to analyze.

7. User-Level Filters

If you need to dive into individual booking habits, you can filter by:

  • Username

  • User email

This lets you:

  • Review bookings made by a specific person

  • Look at a handful of users together (e.g., a leadership group or a pilot group)
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“Show Selected” for Long Lists

If any of your filters (teams, cities, etc.) have a long list of options:

  • Click “Show selected” to display only the options you’ve chosen.

This makes it easier to:

  • See exactly what’s included in your view

  • Quickly remove items you no longer want to filter by

Working with Individual Graphs

Each graph in the report dashboard has its own set of controls and interactions.

Clicking on Data Within a Chart

In many charts, you can click on a data point, bar, or legend item to:

  • Filter the rest of the page based on that selection

  • Focus your view on a specific segment (for example, a single team or region)

To remove this temporary filter, click the same element again.
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Graph-Level Controls (Top Right Corner)

In the upper right-hand corner of each graph, you’ll usually find a menu with options such as:

  • Maximize – Expand the chart to see it in more detail.

  • Minimize/restore – Return it to its normal size.

  • View summary – See key numbers or a summarized view of the data (when available).

  • Export – Download the data, often as:

    • CSV file

    • Excel file

Note: Not every graph has the exact same options. It’s a good idea to click into each graph’s menu to see what’s available.

Exporting Data

When available, use the Export option on a graph to:

  1. Open the graph’s menu in the top right corner.

  2. Choose Export to CSV or Export to Excel.

  3. Download the file and open it in your preferred spreadsheet tool for deeper analysis or sharing.
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Tips for Getting the Most Out of Reports

  • Start broad, then narrow down
    ​     Begin with all bookings for a period (e.g., “This year”), then layer on filters like team, region, or space type.

  • Use booking vs. creation date for clarity
    ​     If your totals look “off” from month to month, try switching between booking date and creation date to understand the difference.

  • Click around the dashboard
    ​     Many charts are interactive. Clicking on data often updates the rest of the page, helping you explore patterns quickly.
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Experiment with filters

Don’t be afraid to test different combinations (e.g., “meeting rooms in Europe by department”) to uncover new insights.

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