How to set up Insights

Step 1: Enable Insights on your resource calendars

With the AskCody role Insights Manager assigned, a checkbox, in the AskCody Management Portal, will appear on the edit page for the resource calendars, indicating if Insights is allowed to collect data from the room calendar. Please make sure that the checkbox is checked on all of the resource calendars that should be included in Insights.

To edit a calendar go to Admin Center → Connect → Calendars



Insights is now gathering data from the resource calendar and you don't need to do anything else. But, be aware that Insights gathers data for all 24 hours in a day, and this might give you "wrong" data. Example: Let's say that a meeting room is fully booked the whole work day, but when you check its performance and usage in Insights 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 Opening hours for each resource calendar, such that Insights only gathers data when the office is actually open. 

Step 2: Set up the Opening hours and Room type

To set up Opening hours and Room type open Resources, find the resource calendar you what to edit, and click Edit.  


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

To learn how to get the most out of Insights, please see the following eBook: 5 Ways Meeting Room Analytics Optimize your Modern Workplace




Articles that might be helpful:

What is Insights?

Insights Room Types



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