Features · Reporting · Daily use
Run a report
Every report lives in the catalog, grouped by what it covers. You open one, set the scope you want, preview the rows, and export a clean file to share.
Find a report
Open Reporting and, under Pick a report, expand a category — Attendance & Check-Ins, Members & Engagement, Service Hours, and more. Reports show when they were last run, and some carry an Admin badge for reports only admins can open.
Set the scope and preview
Open a report. In the Filters panel, set the scope it runs with — a date preset, a start and end, an activity or group, and whatever else the report offers.
Press Refresh preview to see the matching rows and the row count. Use Reset to return to defaults or Clear to empty the filters.
If nothing matches your scope, the preview shows No matching rows — widen the dates or clear a filter and refresh again.
Export
Press Export and choose a format the report supports — Export CSV, Export Excel, or Export PDF. The file uses the scope you previewed.