Welcome to creating reports inside of Experiences.
Click below to skip to the relevant section:
There are 2 kinds of reports you can create:
Synced Online Report
Customisable Report
What is a Synced Online Report vs a Customisable Report?
A Synced Online Report is a report that is live synced to your inventory based on filters or chosen assets, so that when there is an update to your Inspace Inventory CMS, it is reflected immediately on the live synced online report.
Whereas a Customisable Report is a report you can customise through the report creation process, and does NOT update when changes are made to the inventory database.
1) How to Create a Live Synced Online Report with Active Filters:
1.1) Create A Synced Online Report Experience:
In the Experiences tab (which you can reach by clicking the top left dropdown and selecting 'Experiences') click 'Create Experience' in the top right, select 'Report', then select the Template you desire and choose 'Synced Online Report'.
1.2) Choose Active Filters
In this case, we will choose Active Filters (see below for the distinction between Active Filters and Choose Individual Listings).
What is an Active Filter vs Choose Individual Listings?
Active Filter = The ability to populate your report via assets that fit into a set of filter criteria you set. On a synced online report this will update in real-time as your Inventory CMS updates.
For e.g. if you wanted to create a report that showed listings within a certain location, floor area and price range for a prospect that updates as the CMS is updated, Active Filter would be would be the best option.
Choose Individual Listings = This option enables you to choose specific listings to send in a report that is synced to your Inspace Inventory CMS, so that whenever the asset or listing is updated so is the report.
For e.g. you may have a prospect that wants to see 2 assets and you choose those specific listings to send.
1.3) Fill out the Report Title + Description
Fill out the:
Title of the Report
(Optional) Description
And click 'Next'.
1.4) Choose Your Active Filters
Choose via the left hand panel the filter criteria for your report and see it update on the right hand side with the content and listings that fit that criteria in your Inspace Inventory.
Because this a synced online report, if newly added listing fit the parameters specified, they will automatically added and if listing parameters fall out of the filters you've specified they will be removed.
For example, you may choose for a prospect to filter to a certain sector, city, rent and floor area that you know they and other prospects are keen on.
You can then create a report for those filters in a synced online report and send it to any relevant prospects and not have to re-create the wheel ever again so you can spend more time closing and less time in admin.
1.5) Setup Your Cover Page
Finally finalise the details of the report, the cover image and table of contents image.
And then click 'Finish' to complete!
You will then be taken to a 'Preview' page where you can scroll and view the report, click 'Edit' or 'Share' in the top right to make changes or copy the link to share with prospects and other stakeholders.
You will then find this experience in the 'My Experiences' folder of your Inspace Experiences
2) How to Create a Live Synced Online Report by Choosing Individual Listings:
2.1) Create A Synced Online Report Experience:
In the Experiences tab (which you can reach by clicking the top left dropdown and selecting 'Experiences') click 'Create Experience' in the top right, select the Template and choose 'Synced Online Report'.
2.2) Click 'Choose Individual Listings'
In this case, we will choose Choose Individual Listings.
What are Choose Individual Listings vs Active Filters options?
Choose Individual Listings = This option enables you to choose specific listings to send in a report that is synced to your Inspace Inventory CMS, so that whenever the asset or listing is updated so is the report.
For e.g. you may have a prospect that wants to see 2 assets and you choose those specific listings to send.
Active Filter = The ability to populate your report via assets that fit into a set of filter criteria you set. On a synced online report this will update in real-time as your Inventory CMS updates.
For e.g. if you wanted to create a report that showed listings within a certain location, floor area and price range for a prospect that updates as the CMS is updated, Active Filter would be would be the best option.
2.3) Fill out the Report Title + Description
Fill out the:
Title of the Report
(Optional) Description
And click 'Next'.
2.4) Choose Your Content
On this page simply select the assets and/or individual spaces you would like to be added into the report.
HINT: You can use the search and filter via the left hand panel for specifics listings and assets and then select them to be added.
NOTE: Because this a synced online report, if any changes are made to the chosen assets/spaces they will be automatically reflected in this live report as well.
2.5) Setup Your Cover Page
Finally finalise the details of the report, the cover image and table of contents image.
And then click 'Finish' to complete!
You will then be taken to a 'Preview' page where you can scroll and view the report, click 'Edit' or 'Share' in the top right to make changes or copy the link to share with prospects and other stakeholders.
You will then find this experience in the 'My Experiences' folder of your Inspace Experiences
Need more support?
Feel free to get in touch with support@inspacexr.com or reach out via intercom by clicking the intercom message button in bottom right and getting in touch there.
