Report Manager & CSV/Excel Report Generator (cloud)

LobbyCentral contains over 30 predefined reports that cover a wide variety of information for the user. Reports provide information in table and graph format, and can be saved in a variety of formats, including PDF, Word, and Excel.

If you cannot find a report with the specific analytics you need, you can use the  CSV/Excel Report Generator to create, and export custom reports into CSV formatted files. You can also save the custom report, so that it will be available each time you need to run it.

Note:Your account must have Administrative rights to access Report Manager.

If these options do not cover your needs, LobbyCentral can create a custom report for you at a charge. Please contact for a quote on a custom created report. 

Once a custom report has been added to your account you can access it through Report Manager, by clicking on the button, View Custom Reports.

Running a Report in Report Manager

  1. In the menu, go to Reports > Report Manager.
  2. Select a report from the report list.
  3. Click Run. 
  4. Some reports contain options that allow you to filter data by date, location, user, queue, wait time, etc. Enter the filter options for the report. 
  5. Click Run Report.

Using CSV/ Excel Report Generator to Create a Custom Report

  1. In the menu, go to Reporting > CSV/Excel Report Generator.
  2. Select New Report (default).
  3. Select the report Start Date.
  4. Select the report End Date.
  5. Select the Location.
  6. Select the Customer Queues.
  7. Select the Work Queues.
  8. In Fields, click the drop-down menu to select the report field(s), and click Add Field for each. 
  9. In Custom Fields, click on the drop-down menu to select the report custom field(s), and click Add Field for each. 
  10. Enter the email address in which to send the report.
  11. Name the Report to save for future use (optional).
  12. Click Run.

Editing a Saved Custom Report 

  1. In Reporting > CSV/Excel Report Generator, select the saved Report from the drop-down menu.
  2. Make desired changes.
  3. Click Run.
  4. LobbyCentral will ask if you would like to save the changes to the report. Click Yes.

Deleting A Custom CSV/Excel Generated Report

  1. In Reporting > CSV/Excel Report Generator, select the saved Report from the drop-down menu.
  2. Click Delete at the bottom of the screen.
  3. Click OK, to confirm.

Note** Possible values of Status from the CSV Report generator:

0 = Pending
1 = In Service
2 = Completed
3 = Abandoned
5 = Appointment
6 = Editing
7 = Work Queue ticket pending
8 = Work Queue ticket in service
9 = Appointment, pending approval

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