Important note: Only Global Admins, Location Admins for the location they are assigned to, and Analytics Viewers can access this dashboard. See Who can view the Occupancy Dashboard based on admin role for more details.
Overview
The Occupancy Dashboard is a valuable tool for monitoring and analyzing the utilization of your workplace. By using the dashboard, you can make informed decisions about attendance, space usage, and workplace utilization, helping you to optimize your operations and improve the experience of your employees and visitors.
The Occupancy Dashboard combines data from multiple product areas, including Workplace, Visitors, Desks, and Rooms, and can be accessed directly from the Analytics tab.
Benefits
Identify busy times and opportunities to optimize your workplace policies and check-in procedures
See patterns in employee traffic to help inform staffing, purchasing, and business decisions
Understand who on your team is using Envoy and who may need additional training
Arm your team and higher-ups with insights that can help them make better decisions for your workplace
Features
Export Workplace data via CSV or image download without giving undue access to the Envoy admin dashboard
Provide admins a more granular view of their workplace data
Save admins time by enabling them to schedule or send reports ad hoc
Enable admins to set and measure how teams perform against in-office attendance policies
Data you can view in the Occupancy Dashboard
Summary
Busiest day - Day you had the most people in-office
Daily average attendance - Number of visitor & employee entries divided by number of days
Weekly average attendance - Number of visitor & employee entries divided by number of weeks
Monthly average attendance - Number of visitor & employee entries divided by number of months
In-Office policy - Percentage of people out of the entire workforce meeting the target set for your company.
Workplace Utilization - Number of visitor and employee entries divided by location capacity. This feature requires setting a default location via SCIM.
Attendance - Number of visitor & employee entries
Occupancy
Daily average attendance by department - Number of visitor & employee entries divided by number of given days
Total attendance by department - Number of visitor & employee entries that have signed in
Attendance by day of the week - Number of visitor & employee entries based on the day of the week
Employee attendance frequency - Average attendance of employees per week
No-shows - Number of visitor & employee entries that have an invite/registration that have not signed-in, compared to those have signed-in
No-shows by department - Number of visitor & employee entries that have an invite/registration and have not signed-in for each department
Space Usage
Desk utilization - Number of checked-in desk reservations divided by all available desks
Neighborhood utilization - The average daily count of check-in desks reservations divided by the number of desks in
Utilization: Number of reserved and checked in desks / all available desks
Average usage: daily average of checked-in desk reservations
Capacity: total available desks in that neighborhood
Rooms utilization - Percentage of room hours booked divided by total available time from M-F 9-5pm
Who can view the Occupancy Dashboard based on admin role
Global Admins
Have full access to the Occupancy Dashboard including Reports
Create links to share analytics with non-admins
Export data as a CSV or Image
Share and schedule reports to be sent out
Manage Admin Accounts
View Occupancy Analytics for all Locations
Analytics Viewer
View the Occupancy dashboard with limited functionality
View the analytics link that a Global or Location admin shares with you
Export analytics as a CSV or image
Location admins
Create links to share with non-admins
Export data as a CSV or Image
Share and schedule reports to be sent out
View analytics for the Locations they are assigned to
How to share the data in your Occupancy Dashboard
Grant an employee the Analytics Viewer role.
Learn more about the Analytics viewer role.
Learn more about how to grant admin roles.
Link Sharing - Global and Location Admins can copy the link in the Occupancy dashboard to share with non-admins.
Download a CSV or Image - Within the occupancy dashboard, you can click the download arrow next to the analytics you want to export. Learn more.
Schedule reports for now or in the future - Global Admins can share a report of the data you have in the dashboard now or you can schedule the data to be sent out at a later date. Learn more.
Granular-level reporting
Ensure that workplace leaders have the date they need to enforce onsite policies and allocate resources appropriately.
Important note: This setting is turned off by default and can only be turned on or viewed by a Global Admin.
Once this setting is turned on Global admins will be able to view the data of individuals by clicking on the one of the following charts within the Occupancy Dashboard:
Attendance by day of week
Employee attendance frequency
In-Office Policy Results
How to enable Data of individuals
Navigate to the Global Overview in your Envoy dashboard.
Click on Analytics > Settings.
Toggle on Data of individuals.
In-Office policies
Save admins time and effort of manually tracking and reporting in-office policies. By setting an Onsite presence policy, you can have the ability to measure occupancy against attendance targets. You can set this at the Department or Company level.
How to enable In-Office policies
Navigate to the Global Overview in your Envoy dashboard.
Click on Analytics > Settings.
Click Enable next to In-Office policy.
Set a target frequency and define specific days of the week for the entire company or based on department.
Click Save.
Analytics Reports
Global Admins can share a report of the data you have in the dashboard now or you can schedule the data to be sent out at a later date.
The Send Report option sends a report immediately showing the current analytics in the dashboard. These reports will not show in the list of scheduled reports.
The Schedule Report option will send a report at the time, date and frequency of your choosing. Important note: You can only schedule reports for in the future. Ensure that the scheduled time you have selected is not in the past. If you do select a time in the past, you may see the report in your dashboard but you will not be sent any data via email.
How to send/schedule reports
Navigate to Analytics > Reports.
Click on Create new report.
Fill out the form. Report name and Send to are required.
To send a report of the dashboard now, leave the send date as Now. Notice the report will say Share Report.
To send a report for a future time, click Edit and set the date, time and frequency. Notice the report will say Schedule Report.
Select the departments you want to pull data from.
Select the date range.
For the type, you can only send an image at this time.
Select the embedded fields you want included in the report.
Leave an optional message.
You can click Sent test to me to receive a test email showing you what the report will look like.
Click Share or Schedule report.
FAQ
If you are not seeing Occupancy analytics per Department, be sure to set up your directory to include departments for your employees. This can be done via SCIM or CSV upload. See this article for more information.
For scheduled reports, You can only schedule reports for in the future. Ensure that the scheduled time you have selected is not in the past. If you do select a time in the past, you may see the report in your dashboard but you will not be sent any data via email.
Only Scheduled reports will be listed in the Reports section of the Occupancy Dashboard.