Reports

Deskie's reports turn the data your space already generates, invoices, payments, bookings, passes, events, tours, visitors, and door access, into a set of dashboards you can read at a glance. The reporting area is divided into four views: Overview, Finance, Usage, and People. Each one answers a different question. Overview shows where your revenue comes from, Finance shows the health of your money, Usage shows how your space and services are used, and People shows who your members and visitors are and how that group is changing.

This article walks through every view and explains, metric by metric, what the numbers mean and where they come from.

Who can see reports and how they are scoped

Reports are workspace-wide rollups. They are available to admins and owners (and superadmins) when viewing the workspace as a whole, in the All Locations view. If you are focused on a single location, or you are a manager scoped to one location, the report views return empty. Reports today summarize the entire workspace rather than a single location. For background on roles and the All Locations view, see Roles and permissions and Workspaces and locations.

Every figure is shown in your workspace's configured currency.

Choosing a time period

Each report lets you pick the time period it covers. The available presets are This month, Last month, This year, Last year, and All time. The Finance, Usage, and People views also include This quarter, and the Overview view additionally includes Today as a preset and supports a fully custom start and end date range.

The time period controls the charts as well as the totals. When you choose a short range (roughly two months or less), trend charts switch to a day-by-day view. For longer ranges, they group results by month instead. This keeps the charts readable whether you are looking at a single week or a full year.

Overview: where your revenue comes from

The Overview is the revenue dashboard. All of its money figures are based on paid invoices, so it reflects revenue you have actually collected, not amounts that are still outstanding. For more on invoice status, see Invoices.

Headline revenue figures

Today's revenue: the total of paid invoices created today. This is always shown regardless of the period you have selected.
All-time revenue: the total of every paid invoice in your workspace, ignoring the selected period.
Outstanding revenue: the total of invoices that are sent or overdue, in other words money that is owed to you but not yet paid.
Period revenue: the total of paid invoices created within the period you selected.

Revenue by category

Overview breaks period revenue down into five categories based on what each invoice line item was for:

Assets: revenue from invoice items tied to an asset, such as an office, desk, mailbox, or parking spot.
Resources: revenue from bookable resource charges.
Passes: revenue from pass purchases.
Events: revenue from event ticket purchases.
Printing: revenue from print jobs.

These five categories also drive the revenue trend chart, which plots total revenue over time alongside the category breakdown, day by day for short ranges and month by month for longer ones.

Breakdowns and top performers

Overview groups revenue several ways so you can see which specific offerings earn the most:

Revenue by asset type: grouped into Private Office, Dedicated Desk, Flex, Mailboxes, and Parking, with a count and total per type.
Revenue by resource type: grouped by the resource's type, with a count and total per group. Revenue by pass type, event, and printer: each grouped by name (or title), with a count and total.

It then surfaces the top five performers in each area, ranked by revenue: top assets, top resources, top passes, top events, and top members. Top members ranks the individual members who have generated the most paid invoice revenue in the period.

Finance: the health of your money

The Finance view goes deeper than Overview. It is built from paid invoices, recorded payments, expenses, and active asset assignments, and it is organized around revenue, collection, what you are owed, expenses, and a short forecast.

Revenue summary

Gross revenue: the total of paid invoices in the period.
Net revenue: revenue after processing fees, using each invoice's net amount where available.
Stripe fees: total processing fees recorded against paid invoices.
MRR: monthly recurring revenue, calculated from the rates on all currently active asset assignments. An assignment counts toward MRR when it is active and has no end date or an end date still in the future. See Assignments.
Active members: the number of distinct members who were billed a paid invoice in the period.
ARPU: average revenue per user, gross revenue divided by that active member count.

Payment collection

These figures come from recorded payments. See Payments and ACH.

Collected amount: payments that succeeded in the period.
Pending amount: payments still pending.
Collection rate: collected as a percentage of collected plus pending.
Average days to payment: the average number of days between an invoice being created and its payment being completed.
Payment method breakdown: succeeded payments split by method, such as Card and Bank Transfer, each with a total and a count.

Accounts receivable (aging)

This section ages everything you are owed (invoices that are sent or overdue) into buckets by the due date: 0 to 30 days, 30 to 60 days, 60 to 90 days, and 90 days or more, along with a total outstanding figure. It also lists the top overdue accounts, the five members who owe the most, each with their outstanding amount, the number of unpaid invoices, and the oldest due date among them.

Revenue trend and expenses

The revenue trend chart plots gross revenue, net revenue, fees, and expenses together over time. The expense figures pull from your recorded expenses. Finance also shows total expenses for the period and a breakdown of expenses by category, using categories such as Supplies, Utilities, Maintenance, Rent, Insurance, Technology, Marketing, Travel, Food and Beverage, Furniture, Professional Services, and Other. See Expenses.

Occupancy and forecast

Occupancy rate: the share of active assets that are currently assigned, shown alongside total assets and assigned assets.
Projected revenue (next 30 days): an estimate built from current MRR, minus the revenue from assignments ending within 30 days, plus an average of recent non-asset (variable) revenue from the last three months.
Projected expenses (next 30 days): an estimate based on average expenses over the last three months.
Ending assignment revenue: the monthly revenue tied to assignments scheduled to end within the next 30 days, so you can see what is at risk.

Usage: how your space and services are used

The Usage view focuses on activity rather than money: bookings, passes, events, and door access. It includes a filter to view activity for all people, members only, or guests only. Cancelled bookings are excluded throughout. The view is organized into Overview, Resources, Passes, Events, and Access sections.

Booking summary and occupancy

Total bookings and total booking revenue for the period.
Average booking duration, in hours.
Peak occupancy rate: the most bookings starting in any single hour (including their guest counts) measured against the total capacity of your bookable resources.

Resource performance

For every active resource, Usage reports the number of bookings, total revenue, average duration, and a utilization percentage. Utilization compares the hours booked against the resource's available hours in the period (estimated at twelve available hours per day). It also flags underutilized resources, those running below twenty percent utilization, so you can spot space that is not earning its keep. See Resources overview.

Heatmaps and trends

Usage includes a booking heatmap that maps activity by day of week and hour of day, plus a combined usage heatmap that merges bookings, pass usages, and events into one picture of when your space is busiest. The booking trend chart tracks bookings and revenue over time, and the combined usage trend chart tracks bookings, pass purchases, and events side by side.

Asset utilization

Separately from bookings, Usage breaks down your assets by type (Private Office, Dedicated Desk, Flex Desk, Mailbox, Parking) and shows, for each type, the total count, how many are assigned, how many are vacant, the utilization percentage, and the monthly revenue from current assignments.

Pass, event, and access activity

Passes: total purchases, total pass revenue, total pass usages, and the top five passes by number of purchases. See Passes.
Events: total events, total tickets sold, total event revenue, and the top five events by tickets sold. Cancelled tickets are excluded. See Events.
Access: total door access actions, peak hours by time of day, and the top five doors by number of actions, drawn from your access logs. See Door access overview.

People: who your members and visitors are

The People view describes your community and how it is changing. It is organized into Overview, Members, Visitors, and Tours sections. Guests are tracked separately from members throughout.

Membership overview

Active members and inactive members: counts of member profiles, excluding guests.
New members and new guests: profiles created within the period.
Ended assignments: asset assignments that ended within the period.
Net growth: new members minus ended assignments, with the previous period's net growth shown for comparison (except for the All time range, which has no prior period).
Active guests: currently active guest profiles.

Growth, tenure, and top members

A member growth trend chart plots new members, new guests, ended assignments, and net growth over time. A tenure distribution groups members by how long they have been with you, using the buckets under 3 months, 3 to 6 months, 6 to 12 months, 1 to 2 years, and 2 or more years (available both for active members and for all members). People also lists the top members by revenue (with each member's total paid revenue, current monthly assignment rate, and the date of their most recent paid invoice) and the top members by bookings (booking count and total paid). It surfaces recent new members and recent ended assignments as well.

Tour pipeline

For tours, People reports how many are scheduled, completed, cancelled, and no-show, along with a conversion rate (completed tours as a share of all tours in the period). A tour trend chart breaks those statuses out over time, and scheduling insights plus a tour heatmap show which days and hours tours tend to be booked and scheduled for. See Tours.

Visitor insights

People summarizes visitor check-ins with total visitors, unique visitors, repeat visitors, and new visitors (first-time visitors in the period, matched by email). It also shows peak visitor hours, a breakdown of visit purposes, and the top hosts, the members who hosted the most visitors. See Visitors and check-in.

Booking activity

Finally, People reports total bookings, the number of unique bookers, and the average bookings per member for the period, giving you a quick read on how engaged your community is with bookable space.