Analytics and Reports
The Dashboard
Your dashboard is the first thing you see when you log in. It gives a live snapshot of today:
- Who's checked in — members currently in the space
- Upcoming bookings — what's scheduled for the rest of the day
- Recent payments — latest transactions
- Occupancy at a glance — how full you are right now
Occupancy Reports
Total Occupancy Rate — the percentage of your available capacity that has been booked across a selected period.
Occupancy by Product — a breakdown per space type (hot desks vs. private offices vs. meeting rooms). This shows which spaces are popular and which may need a pricing or promotion review.
Room Occupancy (coliving only) — overnight room occupancy tracked separately from coworking desks.
Available time ranges:
- Today
- Last 30 / 60 / 365 days
- Month to date
- Quarter to date
- Year to date
Revenue Metrics
- Total revenue — all payments received in the selected period
- Member spend — total broken down by individual member
- Company spend — total from company accounts
- Deposits — total deposits collected
For individual transaction details, go to Finance → Transactions.
Financial Records
| Location | What's there |
|---|---|
| Finance → Invoices | All invoices with status and totals |
| Finance → Transactions | Every payment attempt with method and result |
| Finance → Credit Notes | Refunds and credits issued |
Filtering by Location
All analytics are scoped to the location selected in the top bar. Switch locations to view data for a specific site.
Exporting Data
Look for the Export or Download button on lists you want to export (reservations, transactions, invoices). This downloads an Excel file for use in your accounting software.
Common Questions
Which members book the most? The member spend metric shows total contribution per member. You can also open a member's profile to see their full history.
Can I pull a monthly revenue report? Go to Finance → Transactions, filter by the relevant month, and export to Excel.
Can I connect accounting software? Not directly — but Stripe users can sync their Stripe dashboard to most accounting tools. For others, use Co-Desk's Excel export.