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Reports & Analytics

The Reports module provides dashboards, custom reports, and KPI tracking to help you understand your organization's health and make data-driven decisions.

Analytics Dashboard​

The main dashboard displays real-time metrics:

WidgetWhat It Shows
Membership GrowthNew members, renewals, and lapses over time
RevenueDues, event tickets, donations, and total revenue by period
EngagementAverage engagement score, portal logins, event attendance rate
Event PerformanceUpcoming events, registration rates, and revenue
CommunicationsEmail open rates, click rates, and campaign performance
RetentionRenewal rate, churn rate, and at-risk member count

Custom Reports​

Build reports tailored to your needs:

  1. Navigate to Reports → Custom Reports and click New Report
  2. Select the data source — members, events, payments, communications, or volunteers
  3. Choose columns and filters
  4. Set grouping and sorting
  5. Save and optionally schedule for automatic delivery

Scheduled Reports​

Automate report delivery:

  1. Open a saved report
  2. Click Schedule
  3. Set the frequency — daily, weekly, or monthly
  4. Choose recipients — staff email addresses
  5. Reports are generated and emailed on schedule

KPI Definitions​

Define key performance indicators to track organizational goals:

  1. Navigate to Reports → KPIs
  2. Create a KPI with a name, target value, and measurement method
  3. Track progress on the dashboard
  4. Set alerts when a KPI falls below threshold

Dashboard Widgets​

Customize your dashboard with drag-and-drop widgets:

  • Membership metrics
  • Financial summaries
  • Event calendars
  • Communication stats
  • Custom KPI gauges
  • Activity feeds

Each staff member can configure their own dashboard layout.

💡Export any report as CSV for use in external tools. Scheduled reports can also be configured to push data to integrations via webhooks.

Next Steps​