IDN Reporting Options
Every IDN portal ships with a layered reporting stack — from portfolio-wide dashboards down to interactive stack plans, self-service planbooks, and system health statistics your team can act on.
Download standard reports PDFReports on every building in your portfolio
Roll up spaces by building, category, and organization — plus overall inventory — across your entire portfolio in a single interface.
- Spaces by Building, Category, and Organization
- All-Overall inventory in one view
- Export to Excel, charts, pre-formatted PDF
- Tabular format for unlimited customization
A dedicated reporting dashboard for every building
Drop into a single building and access the full spread of interactive reports — timelines, chargebacks, occupancy, and more — with plan output up to E-size.
- Interactive timeline reports
- General PDF plan output (up to E size)
- Space chargebacks and occupancy
- Categorization and surface cover (indoor & outdoor)
- Tabular reports and reusable templates
Planbooks & on-demand PDFs for the whole team
Non-CAFM users generate their own floor-plan reports — either from a library of pre-published planbooks or by configuring an on-demand PDF in seconds.
Ready-to-download books for extinguisher locations, occupancy & utilization, raw floor plans, and space categorization.
Pick a base report, choose one floor or one building, hit Generate — a formatted PDF lands moments later.
Highlights, labels, and symbols on any drawing
Turn any floor plan into a live analytical surface. Combine highlight, text, and symbol queries across single or multiple drawings.
- Single and multiple drawing highlights
- Text labels driven directly from the database
- Symbols for assets, photos, notes, and more
Interactive stack plans by category and division
Visualize how space is used and who occupies it. Click any bar to drill into the underlying records.
- Stack plans by space category — office, lab, classroom, and more
- Stack plans by division — align space with organizational reality
- Live drill-through from any chart segment to the underlying data
Data quality you can click to fix
A single dashboard surfaces data-quality issues across space, personnel, assets, work management, preventive maintenance, and administration. Click any row to jump straight to the records that need attention.
- Space integrity: unlinked, missing category, over/under capacity
- Personnel hygiene: duplicates, missing orgs, assignment issues
- Asset gaps: no location, no ownership, no model number
- Work management: overdue tickets and customer sentiment
- PM schedules and administration exceptions
Every standard report, at a glance
A go-to reference for facilities and portfolio managers — each report's function, business application, and strategic value.
PDF Floorplans
Floorplan-based reports turn raw building and occupancy data into an intuitive visual context — the foundational layer for space planning, allocation reviews, and stakeholder communication.
Clean PDF of a floorplan, with or without data quotes or other data.
A versatile general-purpose tool for producing uncluttered architectural layouts for vendors and contractors, or versions with specific data overlays for internal planning sessions.
High-level visualization of a floorplan without any quantities or other data.
A powerful communication tool for executive presentations — visually represents space allocation by usage type without the distraction of detailed numerical data, ideal for broad strategy discussions.
Combination of space-related charts and floorplans in an overview document.
An at-a-glance dashboard suited to executive briefings and portfolio reviews — marries the visual context of a floorplan with key summary-level charts for informed, data-driven conversations.
All floorplans in a single PDF document, without any queries or other data.
A consolidated deliverable of every floorplan for a building or portfolio — the go-to package when a stakeholder needs the complete set of clean base drawings in one file.
Costs & Chargebacks
Financial reports translate space utilization into tangible metrics — the backbone of transparent internal cost allocation, departmental budget forecasting, and accountability across the real estate portfolio.
Floorplans with labels showing gross, primary, forward, and chargeable areas.
The foundational visual tool for establishing and validating chargeback calculations — gives facilities and finance a shared, unambiguous reference so allocations are based on agreed-upon spatial data.
Floorplan with labels highlighting the chargeable area.
A focused visual summary for departmental reviews — lets a manager confirm with department heads exactly which areas their cost center is being charged for, preventing disputes.
Worksheet of chargeback detail by cost center.
The primary operational tool for finance — line-item data for processing internal chargebacks accurately, in a worksheet format ready for financial systems or detailed audit.
Worksheet with a summary of chargeback totals by cost center.
A summary view for budget oversight and executive review — quickly shows total real estate costs attributed to each cost center without line-item noise, ideal for budget meetings.
Floorplan of chargeable areas that are missing an organizational assignment.
A critical data integrity and audit tool — proactively surfaces chargeable spaces not yet allocated to a cost center so managers can correct the data and ensure full cost recovery.
Who's in the space
Occupancy reports link the physical asset to the workforce — enabling effective personnel allocation, headcount planning, and optimization of space utilization across the portfolio.
Floorplan indicating who has been assigned to each space.
A strategic tool for space planners to audit and validate occupancy data before making planning decisions — confirms departmental seat allocations, plans restacks, and verifies executed moves.
Floorplan with highlights indicating whether spaces are occupied, vacant, or unassignable.
A real-time planning tool for instantly assessing capacity and availability — color-codes every space so managers can spot vacant desks or offices and place new hires efficiently.
Floorplans with bar charts showing space totals for each division, one bar per floor.
A high-level strategic visualization for portfolio analysis — shows the total footprint of each business division across a building or portfolio, crucial for rightsizing and strategic planning.
Space Categorization
A consistent classification schema is the bedrock of meaningful portfolio analysis — these reports audit, validate, and leverage that categorization data for strategic advantage.
Floorplans with highlights indicating the categories to which spaces are assigned.
A primary tool for auditing space-data integrity — quickly confirms that every space, from offices and meeting rooms to corridors and support areas, is categorized to the organization's standards.
Floorplans with highlights indicating the division to which each space is assigned.
A visual audit focused on organizational allocation — confirms every space is assigned to the correct business division so downstream reports like chargebacks and utilization stay accurate.
Floorplan with highlights indicating whether spaces are reservable.
A simple audit tool for managing shared resources — a visual inventory of conference rooms, focus rooms, and hot desks, essential for booking systems and correct resource flagging.
Worksheet of all spaces in the building that are reservable.
The tabular complement to the visual Reservable report — a clean exportable list of reservable rooms for managing the backend of a booking system or building directories.
Floorplan with labels indicating how the space is provided.
Enables granular classification beyond broad categories — differentiates, for example, an executive vs. standard office, or a large boardroom vs. a small huddle room, supporting nuanced utilization analysis.
Color-coded floorplan with labels indicating the space type.
An excellent communication tool for conveying space function at a glance — an intuitive map of the floorplate that helps employees and visitors understand the purpose of different zones.
Floorplans with bar charts showing space totals for each category, one bar per floor.
A strategic visualization for category-level analysis — makes it easy to compare how each space category consumes area across floors, buildings, and the wider portfolio.
Flooring / Surfaces
Reporting on physical building assets and materials supports effective asset management, lifecycle planning, and maintenance budgeting — ensuring the longevity and quality of the workspace.
Floorplan with labels indicating the type of flooring in each space as well as exterior surface covering.
A detailed visual inventory of flooring materials across a property — essential for targeted maintenance schedules and providing precise area data for accurate replacement cost estimation and capital planning.
Tabular Reporting
Tabular reports provide the raw, detailed data behind deep analysis, system integrations, and bulk data manipulation — the workhorses for audits, custom Excel reporting, and large-scale administration.
Listing of all personnel assigned to the building.
An exportable roster of building occupants — used for corporate directories, HR headcount verification, and supplying lists to security and emergency response teams.
Worksheet for importing seating assignments using space codes and person identifiers.
A critical data import tool — provides the exact format required for bulk seating updates, indispensable for large-scale moves, reorganizations, and new building onboardings.