The Analytics page offers valuable data about your business. It's the place that you, as an admin, will review reports around revenue, accounts, activity, and the resources you have to offer. We've tried to visualize your data in the most simple and clear way possible, so that you can get to the data you need the most as quick as possible.

In this FAQ you will learn:

  • Where to access your analytics
  • The types of reports offered
  • How often the reports update
  • How to export data from your reports
  • How to filter your reports

Where do I access my analytics?

You can find your analytics by clicking on Analytics in the left-hand menu of your web dashboard.

What are the different types of reports?

There are a variety of reports you can access from the Analytics page, below are the four categories of report types, along with the individual reports for each.

Revenue

These are the reports surrounding the revenue at your organization. The revenue numbers are inclusive of tax.

Accounts

These are the reports surrounding the individual accounts (users, teams, leads, etc.) at your organization.

Activity

These are the reports surrounding the booking and check-in activity at your organization.

Resources

These are the reports surrounding the resources offered at your organization.

How do I export data from my analytics reports?

The analytics reports update every 24 hours (around 1am PST). The reports are not live, so if an invoice is paid and that increases your revenue, you will see that increase in revenue show up on the report the next day.

How do I export data from my analytics reports?

You can export data from any of the above reports by clicking on the Export button at the top right of the report, and selecting from either an XLS file or a CSV file. Once you select an option, the report will download immediately to your computer.

Can I filter my analytics reports?

You can get more granular with the data by filtering the report. Filters are located at the top of each report you click into. You can simply select a filter, and make customizations.


The types of filters include:

Note: Filters vary by report

  • Date range: Filtering by a specific date range allows you the flexibility to see data from various points in time. Select from last 7 days, last 4 weeks, last 3 months, last 12 months, month to date, quarter to date, year to date, or a custom date range.
  • Frequency: Selecting a frequency type allows you to view the report in a monthly, quarterly, or yearly viewport.
  • Primary location: Filtering by the specific location allows you to see data associated with a specific location. Unassigned means that a user has not been assigned to a particular location yet.
    Note: This filter is only visible for multi-location organizations.
  • Revenue type: Filtering by the type of revenue allows you to pin-point where revenue is coming from. Filter by revenue from monthly plans, bookings, check-ins, subscription set-up fees, subscription deposits, custom invoice line items, one-time plan subscriptions, sales, and yearly plan subscriptions.
  • Plan: Filtering by a specific plan can provide you more insight on which plans are performing well.
  • Resource: Filtering by a specific resource can provide you more insight on which resources are performing well.
  • Type of account: Filter by the type of account when you want to narrow in on the account type. This filter includes active users, inactive users, leads, and teams.
  • Type of resource: Filter by the type of resource. This includes meeting rooms, conference rooms, hot desks, dedicated desks, and private offices.
  • Source of user: Filter by the user source. This includes users from walk-ins, drop-in bookings, added by admins, web onboarding, user app, tour bookings, and unknown (members that were added in the past with an unknown source).

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