Reporting
This section will walk you through how to download your data
Understanding The Billing/Payments ReportHow to translate the payments report to understand your billing in a .csv file and hand off to accountants to balance your books
How To Filter Reports By TeamHow to generate reports for specific teams in your space.
How do I view reports on members, teams, leads, check-ins, rooms, occupancy, bookings, and billing plans?How to export your Coworks data and download reports in CSV format.
How do I track booking hour usage?How to download the Bookings Usage report and use it to track conference room booking hour usage for your teams.
Understanding the Payouts reportHow to download and interpret the CSV report of the money collected by Coworks and deposited into your account.
What is the Active Memberships Report, and how can it be used to estimate Monthly Recurring Revenue (MRR)?How to use the Active Memberships report to calculate estimated Monthly Recurring Revenue & preview your current billing & invoice breakdown
Downloading the Contacts ReportHow to download and interpret the CSV report of the contacts in your CRM
Downloading the Members ReportHow to download and interpret the CSV report of the members in the Directory for your community
The Bookings ReportHow to download and use the Bookings Report to track usage of the rooms and equipment in your space.
Downloading the Teams ReportHow to download and interpret the CSV report of the teams in the Directory for your community