About the Members report
The Directory in Coworks lists all of the members of your community, who have access to your space and the member mobile app.
You can download a CSV report of these members from the admin dashboard, which includes their contact information and relevant data such as when they joined your space and if they were promoted from an existing lead or contact in your CRM.
How to download the Members report
Go to the Reports tab in the admin dashboard.
In the "Directory" section, find the "Members" report and click the "Download" button.
Choose if you'd like to download a report of all the members in your community, or if you'd like to filter by a specific team.
Choose whether you'd like to include inactive members in the report.
Click the "Request" button when finished. The report will be emailed to the email address associated with your Coworks account.
Important Columns in the Members report
The Members report includes all of the data from the members' profiles in the Directory, and can be used to find particularly important pieces of data, highlighted below.
sign_in_count: How many times the member has signed in to the member mobile app.
mobile_device_type: What type of mobile device the member has used to access the member mobile app (iOS or Android).
mobile_device_version: Which version of the member mobile app the member is using.
promoted_from_contact_id: If the member was promoted from an existing lead or contact in the CRM, their contact ID will be listed here.
promoted_from_contact_at: If the member was promoted from an existing lead or contact in the CRM, this will list when they were promoted to a member.
membership_agreement_signed_at: This will list the date and time that the member accepted your membership agreement in the mobile app.
Happy Coworking!