Reports
8 articles
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Check-Ins
You can download a report of who was in your space by navigating to Reports > Check-ins . Members are automatically checked in whenever they do certain things in your space: redeeming a punch pass , unlocking a door , and checking in for a resource reservation . Members may also manually check in using Proximity Wave by tapping the new "Member Check-In" button and searching for their name. P lease note, to prevent abuse,…
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A/R (Accounts Receivable) Aging Report
Whenever an invoice is created/a customer is billed, the balance due initially goes into an account called Accounts Receivable. When the funds are collected, the amount comes out of Accounts Receivable and goes into your Stripe account (and eventually bank). At any given point in time, Accounts Receivable should tell you the dollar amount of unpaid invoices that are due to you. Navigate to Reports > A/R Aging Report This report will tell you if…
https://docs.proximity.space/articles/a-r-accounts-receivable-aging-report
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Revenue by Account
Where is my revenue derived from? View your revenue split out by account, category, and item. Navigate to Reports > Revenue The purpose of this report is to provide you with greater detail on the makeup of your revenue. This can generally be used in two ways: To help you record revenue on your financials with greater detail Recurring vs. Non-recurring Office vs. Dedicated vs. Drop-in Memberships vs. Resources To help you gain a better…
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Accounting Ledger Export
Use the ledger of accounts to track transactions, fees, refunds and all other financial exchanges. This data can be imported into accounting software and mapped to your chart of accounts, or it can be used to build graphs and models that we haven't even dreamed up yet. There's a lot of data there, so if you don't know what to do with it, your accountant probably does. Navigate to Reports > Ledger Export This report…
https://docs.proximity.space/articles/accounting-ledger-export
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Deposit Reconciliation
Using this report, you'll be able to see your gross revenue from the current period, adjusted gross revenue, net revenue, and then the total deposits from the current period. Navigate to Reports > R econciliation . Because accrual accounting records revenue when a customer is invoiced, all of the revenue for a given period may not actually be collected until a later period. This creates a timing difference. There are often other adjustments that can…
https://docs.proximity.space/articles/deposit-reconciliation
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Member Invoices
Navigate to Reports > Member Invoices What's included in this report is: KPI's (key performance indicators): Revenue by type graph (You can find that more in detail in the Revenue report .) Revenue comparison of current and last month (line graph) Net $ / Expenses graph Total transactions (amount) Comparison to the previous month (percentage - up or down) Estimated total at the end of the month (amount) Member Invoices Click Download as .CSV to…
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Transfers
Review all payments made to your space from Proximity through Nomad visits. Navigate to Reports > Transfers Total Transfers: Sum of all costs from transfers over time. Summary of all Transfers in a searchable table. ID: Unique ID for that Transfer Created At: Date of the Transfer Description, which includes the member’s name Amount: Cost of the Transfer Status Success: Transfer successful Failed: Transfer failed ER 3.9.21 Keyword, phrases, platform functions: Transfers, reports, nomad payments
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Reservable Resources Report
Navigate to Reports > Reservable Resources This report includes graphs to show: Revenue by Resource for the previous 6 months (Line graph) Resource-specific graphs including a calculated % of bookings that have been paid Breakdown of paid and free time by member, by resource For a better breakdown of revenue by sub-account navigate to Reports > Revenue . More info here. ER 3.9.21
https://docs.proximity.space/articles/reservable-resources-report