Introduction
Use an existing template to create a report without building it from scratch. In New Reports, you can choose from predefined Spacewell templates or templates shared with you, select a location and reporting period, and preview the results before publishing. Once published, you can make the report available to selected users and download it as a PDF. This article explains how to complete these steps.
Steps to create a new report from existing template
Use this workflow when you need a one-off report, such as a monthly building review or a report for a customer meeting.
- Start a new report. Open Reports and choose the option to create a new report.
- Choose a template. Select an available platform generic template, one of your own templates, or a template shared with you by a colleague.
- Set the report context. Choose the location, the start and end dates of the reporting period, and the report language. Select a logo if the template's page settings enable one.
- Choose who can view the report. Publish it for yourself or select other users where your permissions allow.
Note: Manager users can publish reports only for themselves for now. - Publish and open the report. Check that its location, dates and content are correct. You can then download a PDF from the report view.
Example: To prepare an August report for one building, select a template, choose that building, and set the period to 1-31 August. Blocks that follow the report context will use those dates. Analytics blocks with a rolling or fixed period may show a different range, as explained below.
Creating a report from a template does not require permission to edit that template. Similarly, someone receiving a published report does not need access to its source template to view the report.
What happens when you reopen a report?
The report period stays the same, but its data is fetched when you open it. Late readings or corrections can therefore change the values displayed in an existing report.
A report is not a frozen historical snapshot. If you need to preserve the exact version you reviewed or sent to a customer, download the PDF and store it yourself. PDFs are generated on demand and are not stored by the platform.