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Reporting: Revenue by Client Type

The Revenue by Client Type report displays, based on selected filters, your organisation’s Revenue by Client Type. Client Types are set up within your organization settings and are used to group clients by category e.g. commercial, not for profit, casual, virtual office etc. This report will help you better understand your split of revenue by client type. Let’s take a look at the report in detail:

  1. The Report Type filter: Here you select the report that you wish to view, in this case, Revenue by Client Type
  2. Report Duration: Here you can select the duration for which you wish to run the report E.g. Month, Year
  3. Select Location: Here you can select the Location (or ‘All Locations’) for which you would like to view the data
  4. Select Space Name: If you have selected a particular Location you can then also select a Space or all Spaces within the Location
  5. Amenities: Select if you wish to view the data inclusive or exclusive of amenities
  6. Generate: Click Generate to view the graphical representation of the Revenue by Client Type Data. Once you have generated the graphical representation, hover over the lines within the graph for more granular detail
  7. Excel: Click the Excel icon to download a CSV data file of the selected report

Tip: to set Client Types for your organization please go the Knowledge Article regarding Organization Settings

in Reporting

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