Reports
16 articles
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Member Roll
This feature is created to give you a better overview of your monthly membership dues. Navigate to Reports > Member Roll to see an overview of all of your monthly recurring charges and upcoming dates. The report also gives you a really quick overview of the value of discounts and add-ons in your space.
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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 . "Here Today" If you navigate to your Dashboard , you can see a list of members who have visited your space today. If you hover over their…
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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 who…
https://docs.proximity.space/articles/a-r-accounts-receivable-aging-report
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Revenue Report
Where is my revenue derived from? View your revenue split out by account, category, and item. Navigate to Reports > Revenue Please note: Gross revenue shows revenue before deductions. To see adjusted gross income, download the report as a CSV. 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…
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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. Click here for an article on how to…
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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User Invoices
This report gives an overview of daily revenues and a list of invoices and line items. This is not an accounting report and should not be used for reconciliation as some line items may be accounted for in the wrong month (e.g. an invoice paid in June that was refunded in July would be accounted for entirely in June). For proper reconciliation, please refer to the Ledger Export, Revenue Report and Reconciliation Report. Navigate 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.
https://docs.proximity.space/articles/reservable-resources-report
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Network Authorization (RADIUS)
This report will only apply to spaces that use the RADIUS internet integration. This report can be used to see if a member was able to successfully get online. Requests Username: Member's email Reply: If the user was able to get online (green access-accept = yes, red access-deny = no.) Date Please note: If a network client is attempting to join the network with a username that is not a valid email of a current…
https://docs.proximity.space/articles/network-authorization-radius
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Cancellation Report
You are now able to see a report of all members with recurring memberships with upcoming cancellation dates! To view this report, navigate to Reports > Cancellation Report . Please note: This report will not show members with non-recurring memberships or punch passes.
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Resource Usage Report
The resource usage report shows an overview of the resource usage percentages based on selected dates, times and categories. Navigate to Reports > Resource Usage . Select the date range. Select the start and end times. Select the resource types. Select Run Report . The percentage shown is the percentage of time that the resource was used within the date period and time period selected. *Ad Hoc: A meeting reserved within 15 minutes of the…
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How to Filter the General Ledger Using Google Sheets
Filtering the general ledger allows you to easily see multiple accounts and sub accounts within Proximity - such as all of your processing fees in a given time period, all of your custom charges, all of the processing fees collected from members, and more. The following article will explain how to do this using Google Sheets. Download the Ledger as a CSV Navigate to Reports > Ledger Export . Choose the time period. Select Download…
https://docs.proximity.space/articles/how-to-filter-the-general-ledger
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Reservation Density Report
The Reservation Density Report can be used to find an hourly overview of how much your resources are being used within a certain timeframe. This can help you find out the busiest and least busiest hours of the day for your resources. Navigate to Reports > Reservation Density . Select the year. Select the week. If you have more than one building or floor, you can filter by one or more of those options. (Inventory …
https://docs.proximity.space/articles/reservation-density-report
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Referral Report
The Referral History page is found under Reports > Referrals . This report shows the referring member and the referred member, with links to both of their profiles. If a member signs up at a space using a referral code, then it appears on the report - even if they stay a community member.
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Gift Cards Report
You can use this report to see an overview of the details related to gift cards that have been purchased at your space. Navigate to Reports > Gift Cards . This report will only appear after a gift card has been purchased at your space! Each individual gift card will have it's own line containing information on the sender and recipient, the amount of the gift card, the gift card number, the purchase and delivery…