Welcome to creating reports inside of Experiences.
Click below to skip to the relevant section:
What is a Customisable Report vs a Synced Online Report?
Create a Customisable Report
There are 2 kinds of reports you can create:
Customisable Report
Synced Online Report
What is a Customisable Report vs a Synced Online Report?
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.
Whereas 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.
How to Create a Customisable Report
1) Create A Customsiable 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, click 'Report', then select the Template and choose 'Customisable Report'.
2) Fill out the Report Title + Description
Fill out the:
Title of the Report
(Optional) Description
And click 'Next'.
4) Choose Your Content
On this page simply select the assets and/or individual spaces you would like to be added into the report.
TIP: 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: A 'snapshot' of the asset in it's current state in the inventory CMS will be taken so that you can continue to customise it's content in the next steps. It will NOT be live synced to the inventory database.
5) Customise Your Listings
Here you can customise the content of the assets and listings you chose as well as add any new custom listings via the 'add new' button
Once you've finished click 'Next' to setup your Cover Page and finalise your report.
6) 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!
7) Share
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 where you can duplicate, edit, share, organise and delete!
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.
