> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> The report library — what each report shows, how to run it, and how to export the results.

## Overview

**Reports** are the deeper side of Analytics: structured, exportable views over your data. Where a [dashboard card](https://learn.nexudus.com/platform/analytics/dashboards.md) gives a snapshot, a report lets you filter by date range and location, read the detail, and export it for your own analysis or for sharing.

## How to access

Navigate to **Analytics → Reports** in the dashboard.

![Bookings - By Weekday report open on the Reports page](https://mintcdn.com/nexudus/cPKVFL8G8gOrIi8S/images/platform/analytics/analytics-reports-bookings-by-weekday.png?fit=max\&auto=format\&n=cPKVFL8G8gOrIi8S\&q=85\&s=0d0e06ac55f6d89233845f7627271a11)

## Report categories

Reports are organised into folders in the left-hand panel. Click a folder to see its reports, then click a report to open it in its own tab.

| Category | What you'll find |
| - | - |
| **KPIs** | Key indicators for bookings and revenue, such as your busiest days and times, revenue per resource and revenue by month. |
| **Churn** | How many contracts, members and paying members you gain and lose each month or quarter, and your churn rate over time. |
| **Occupancy** | How full your space is, by desk, office, company, area, plan or resource. |
| **Checkins** | When and how often customers check in, and your busiest check-in times. |
| **Bookings** | Lists of resource bookings, cancelled bookings, today's bookings and customers' booking credit. |
| **Events** | Event ticket sales and attendees. |
| **Time Passes** | Time pass balances, overtime and passes that still need invoicing. |
| **Visitors** | The visitors registered in your space and how often each one visits. |
| **Desks** | The desks in your floor plans, which are available and who they're assigned to. |
| **MRM** | How your sales pipeline performs, including deal sources, deals won and lost, and how long customers take to convert. |
| **Members & Contacts** | Lists of active and inactive customers, their billing and profile details, plan sign-ups and upcoming renewals. |
| **Surveys** | Survey responses by customer and by survey. |
| **Tasks** | Due, incomplete and completed tasks. |
| **Products (invoiced)** | Products invoiced to customers, by product, customer or plan. |
| **Discounts** | How often each discount code is used and how much it has discounted. |
| **Finance** | Income earned and paid, payments and transactions. The Finance - Liable, Finance - Delivered and Finance - By Sale Date folders show income calculated in different ways, for example by delivery date or sale date. |
| **Deferred Revenue** | Revenue you've invoiced for services you haven't fully delivered yet. |
| **Deposits** | The deposits you hold, by financial account or company. |
| **Debtors** | Unpaid and overdue invoices, and how long amounts have been owed. |
| **Invoicing** | Everything you've invoiced, by account, item type, tax or month. |
| **Revenue** | Paid invoices and the revenue they generate, by month or by member. |
| **Revenue Exchange** | Accruals, meaning revenue or expenses recorded without any cash changing hands. |
| **Forms** | Responses submitted through your forms. |

## Running a report

**1. Choose the location**

Select the location you want to report on from the drop-down list at the top of the left-hand panel.

**2. Set the time period**

Select the start and end dates, then click **Apply**. See [Report time periods](#report-time-periods) below.

**3. Open the report**

Click a folder, then click the report you need. The report opens in its own tab, so you can switch between several reports. Some reports take a few seconds to load.

**4. Export (optional)**

Click **Export to Excel** to take the numbers into a spreadsheet or another tool.

## Report time periods

Reports show data for the current month by default. You can change the time period to cover as much or as little data as you need, such as the last week, the last quarter or the last year.

To change the time period, select the start and end dates at the top of the left-hand panel and click **Apply**.

> [!WARNING]
>
> Time periods start and end at 12 AM, so the end date you select isn't included in the report. To include the last day of the period, set the end date to the following day. For example, to report on the whole of August, select 1 August to 1 September.

Some reports, such as **Today's Bookings** and **Today's Bookings by Resource**, have a fixed time period that you can't change.

## Bookmarking reports

Bookmark the reports you use most often so you can open them in a couple of clicks.

To bookmark a report, hover over it in the list and click the star icon next to its name. Bookmarked reports appear in the **Bookmarked** folder at the top of the list.

## Tips

* **Match the date range to the question.** To see how many bookings you had in September, set the range to 1 September to 1 October. To see whether bookings are growing, set a range of six months or more and open a report that breaks results down by month, such as **Bookings By Month**.
* **Export before you screenshot.** An Excel file is filterable and shareable; a screenshot is neither.
* **Bookmark recurring reports.** If you run the same report every week, bookmark it and use the same time period each time so the results are comparable.

> [!TIP]
>
> When a report number doesn't match your expectation, check the filters first — a location or date-range mismatch is the most common cause, far ahead of a data problem.

## Related

* [Dashboards](https://learn.nexudus.com/platform/analytics/dashboards.md) — the at-a-glance counterpart
* [Account Check-up](https://learn.nexudus.com/platform/analytics/business-checkup.md) — automated highlights of what needs attention
* [Ledger](https://learn.nexudus.com/platform/finance/ledger.md) — the per-customer detail behind billing reports


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.