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How do I export my finances to excel?
How do I export my finances to excel?

How to download a spreadsheet of your Billing report

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

To view monthly billing reports, view all transactions, and export community payment information to excel from the Coworks dashboard, follow these instructions.

How to download the Billing report

  1. Go to the Reports tab.

  2. Find the "Billing" report and click "Download."

  3. Choose if you'd like to filter the report by team, select your desired date range for the report, then click "Request."

  4. A report will be downloaded and sent to the email address associated with your Coworks account. The report may take a few minutes to arrive in your inbox.

Happy Coworking!

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