Exporting Platform Usage to Excel

Overview: The Platform Usage page shows how much of Dash your organization is using, location by location: profiles, pages, forms, leads, conversions, integrations and setup completeness. Export to Excel downloads that table so you can reconcile it against your invoice, share it with finance, or split usage by client, city or region.

Platform Usage ---

Export the data

Go to Settings → Platform Usage.
Choose the tab you need: Platform Usage or Platform Audit (see below).
Set your filters and date range (see What the export includes).
Select Actions → Export to Excel.
The file downloads to your computer. Open it in Excel, Google Sheets or Numbers.

export ---

Page overview

#	Element	What it does
1	Actions	Opens Export to Excel.
2	Filters	Client, City and Location, plus All filters.
3	Date range	Sets the reporting window. Quick picks: 7d, 30d, 90d.
4	Summary cards	Totals for Locations (with how many are active), Customer Profiles, Dash Pages, Dash Forms, Leads, Conversions, Integrations and Clicks.
5	Tabs	Platform Usage shows activity per location. Platform Audit shows setup per location.
6	Table	One row per location. Search by name, and sort by Location, Status, City, State, Region, Client or Location Group.

Which tab to export

Platform Usage: activity per location

Use it to see where Dash is being used and where it isn't.

Column	What it shows
Location	Location name.
Status	Active or inactive.
UID	Your location ID.
City / State / Region	Where the location is.
Client	The client the location belongs to, if any.
Location Group	The group the location belongs to, if any.
Customer Profiles	Profiles linked to this location, with its share of your total.
Total Pages	DashPages live for this location.
Clicks	Clicks on this location's pages in the date range.
Leads	Leads captured for this location, with its share of your total.
Conversions	Leads converted to a paying parker.

Platform Audit: setup per location

Use it to reconcile your invoice and check that every location is fully set up.

Column	What it shows
Location / Status / UID	As above.
Finance Code	The code your finance team uses for this location.
City / State / Region / Client / Location Group	As above.
Transient Vendors	Transient vendors connected to this location.
Monthly Vendors	Monthly vendors connected to this location.
Location Attributes	Attributes completed out of those available, e.g. 29/30.
Product Attributes	Product attributes completed out of those available.
Dash Pages	DashPages for this location.
Dash Forms	DashForms for this location.
Vendor UIDs	The vendor and the ID that vendor uses for this location, e.g. `PayNow: PN1001`.

What the export includes

The export reflects the tab, filters and date range you have selected when you click Export to Excel:

Filter to a client before exporting to send that client's usage on its own.
Clear filters before exporting for an organization-wide total.
Activity columns (Clicks, Leads, Conversions) cover the selected date range. Setup columns (vendors, attributes, pages, forms) show the current state.

Common uses

You want to	Do this
Reconcile your invoice	Export Platform Audit with filters cleared. Count the active locations using the Status column and compare them with the location count on your invoice.
Allocate cost by market	Export Platform Audit, then group by Finance Code, Region, Client or Location Group in Excel.
Find locations that aren't set up	Export Platform Audit and sort by Location Attributes, Transient Vendors or Vendor UIDs to find gaps.
Report usage to a client	Filter to that Client, then export Platform Usage.

Tip: If your location count doesn't match your invoice, check Status first, then ask your Dash account manager which date the invoice counted locations on. Locations added or deactivated during the month can make the two differ.

Troubleshooting

You see	What to do
The file is missing locations	Check the filters and the search box. The export only includes what the table shows.
A location shows `-` for Finance Code or Vendor UIDs	It hasn't been set yet. Add it in Editing location details or Managing vendors.

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