Reporting
This section will walk you through how to download your data
By DeShawn1 author10 articles
- 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