In this article, you'll learn how to review site performances and download reports from the "Reporting and Analytics" section. We cover key areas like conference rooms, desks, and invoices, as well as how to set filters and customize your report downloads. For a complete overview, you can read the full article or watch the video.
Reviewing the site performances
To access your site performances, navigate to the "Reporting and Analytics" section on the main page and select the "Analytics" option.
Click the section that you would like to review, the sections available are:
Conference rooms
Desks
Invoices & credit notes
Subscriptions
Payment & refunds
Deposits
Office Activity
Set the filters desired for each section
Review the data
Downloading a report
To access the reports section, navigate to the "Reporting and Analytics" section on the main page and select the "Reports" option.
Locate the report that you want to download, the sections available are:
Invoices
Accounts
Bookings
Subscriptions
Transactions
Invoices
Click the Download button
Set the Date range (if applicable)
Choose whether you want to download all columns or select specific columns to download.
Select if you want to download info for a specific entity (where available)
Review the CSV file downloaded