Reports - Workplace
12 articles
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Rent Roll Report
This report contains assignments that were active during the time period that is selected. It is helpful for understanding what workspaces are booked full-time during any given period. This report is only available to workplaces that have External user groups . Using the Rent Roll Report Navigate to Reports > Rent Roll . Select the time period to run the report. The report can be downloaded as a CSV using the button in the top…
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Resource Capacity Utilization Report
This report provides a breakdown of the most common sizes of reservations during a timeframe. This information can be used to make decisions on how to best utilize your space and conference rooms. Navigate to Reports > Resource Capacity Utilization . Select the date range. Select the buildings/floors and resource types, or leave these fields blank to look at all resources across your spaces. Select Run Report . Please Note The Resource Capacity Utilization report…
https://docs.proximity.space/articles/resource-capacity-utilization-report
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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 busy 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. (Workplace…
https://docs.proximity.space/articles/reservation-density-report
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Cancellation Report
See a report of all members with recurring memberships or assignments 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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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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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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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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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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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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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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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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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…