How to set up Insights

This article explains which steps to go through to set up and enable Insights

Enable Insights on your calendars

AskCody Insights is a part of the Essentials and Advanced pricing plans, which means that all customers within those plans already have Insights enabled on all their calendars. If you experience that Insights is not enabled on your calendars, or you have some calendars you don't want Insights to display data from, simply click the check box as shown in the picture below or follow these steps:

1. Navigate to the AskCody Admin Center from the left panel.
2. Click on Integrations.
3. Choose MS Exchange Calendars from the dropdown menu.
4. Edit the calendar you wish to enable or disable Insights data collection on.
5. Enable or disable Insights on the calendar. 
6. If you have more than one calendar, repeat the process. 
   
   

After enabling Insights on your calendars, it will start collecting* data points. This might take a while to generate data in the Insights dashboards, depending on how many calendars are enabled with Insights.

Set up Opening hours on your resources

It is important to set Opening hours on all resources* to be sure that Insights visualizes as much correct data as possible. For, Let's say that a meeting room is fully booked for the whole workday, but when you check its performance and usage in the Insights dashboard, it shows you that the utilization of the room that day is 33%! This might look wrong to you because you would expect it to be 100%. This is why it is important to set office Opening hours for each resource such that Insights can visualize data properly. 

*To use Exchange calendars in AskCody, they have to be created as 'resources'. It is in each created resource that you set Opening hours.  

1. Navigate to Bookings from the left panel in the AskCody Management Portal. 
2. Click on Resources.
3. Click Edit on the resource you wish to set Opening hours on.
4. Set Opening hours - Typically, the resources (meeting room, equipment, and desks) will have the same Opening hours as the Office opening hours E.g., from 8.00 a.m. - 5.00 p.m.
5. Click Update when done. 

When the utilization data starts flowing into Insights, you will be able to see information about how the resources in your workplace are really utilized and optimize them according to the user's needs.