Reports

Overview

Reports give you a bird’s-eye view of data across all units in your district or council. With a range of pre-built reports, you can monitor compliance, track memberships, identify past-due items, and export data for offline analysis.

Each report aggregates information from the organizations under your district or council, making it easy to spot trends, identify issues, and take action without needing to check each unit individually.

How to Run a Report

Open your district or council and click Reports in the navigation bar under your organization’s name.
Select the report you want to run from the list.
Apply filters as needed — most reports offer a term filter, and many add filters of their own (district, council, document type, status, and so on).
Review the report results on screen.
To export, click the Export button. Most reports produce an XLSX spreadsheet; the Contact Report also offers PDF.

Two Kinds of Reports

Not every report looks the same. There are two styles:

Review-then-export reports show their results in a table on screen first. You can look over the data, adjust your filters, and then download a spreadsheet when you’re ready.
Direct export reports don’t show a table. Instead, you pick a few options on a short form and click an export button, which generates your file. The Contact Report works this way.

Available Reports

Compliance Report — a scorecard of your organizations, showing whether each one has a President, a Secretary, a Treasurer, a healthy board, a filed Annual Financial Report, and current bylaws.
Contact Report — export contact information for board members, as a spreadsheet or a print-ready PDF.
Membership Report — year-over-year membership counts by unit.
Membership by Source Report (districts only) — for each unit, how many memberships were sold electronically through FutureFund versus added by hand.
Past Due Activities Report — tasks and submissions that are overdue, including who they’re assigned to and where they’ve stalled.
Bounced Emails Report — email addresses that are bouncing, so you can clean up your contact lists.
Bylaw Approval Report — bylaw approval dates across your organizations.
Government Filing Compliance Report — organizations flagged on the state Attorney General’s registry, alongside their IRS tax filing status. (This was previously called the Registry Report.)
Expired Team Invitations Report — invitations that expired without being accepted.
Missing Document Report — units missing a specific document for a term.

The Compliance Report

The Compliance Report is the one most groups run first. It scores the organizations beneath you across six columns, in this order:

President, Secretary, Treasurer — whether that position is filled for the selected term.
Board Health — whether there are any board member warnings at all: somebody missing a required position, somebody holding two required positions at once, or somebody serving past a term limit. A filled position doesn’t always mean a healthy one, which is exactly what this column catches.
AFR — whether an Annual Financial Report was filed for the previous term.
Bylaws — whether bylaws were approved recently enough to still be current, based on your state PTA’s bylaws renewal cycle.

Choosing a view (districts)

If you’re a district, the View filter decides what you’re looking at:

Summary View (the default) — one row per council, with each column showing the share of that council’s units that meet the requirement. Higher is better, and 100% means every unit in the council is in good shape.
Council View — one row per council, scoring the council PTA itself: its own officers, its own board, the AFR it filed, and its own bylaws. Your district’s out-of-council group (named something like “OUT-10”) isn’t listed here — it’s just a home for units that aren’t part of a council, with no board of its own.
Detail View — one row per unit: every unit in your district, including any that aren’t part of a council. Each row also shows the unit’s Council, which links to that council’s own Compliance Report. A unit that isn’t part of a council shows your district’s out-of-council group instead.

Councils always see one row per unit.

Reading a check or a triangle

When a row is a single organization — a unit, or a council in the Council View — there’s nothing to average, so the columns show a mark instead of a number:

A check means the organization meets that requirement.
A red X means a requirement isn’t met: an empty President, Secretary, or Treasurer seat, no Annual Financial Report filed for the previous term, or bylaws that are out of date.
A warning triangle is a heads-up rather than a missing piece. For President, Secretary, and Treasurer, it means the position is filled but the board has a warning about it — one person might be serving as both President and Secretary, or an officer might have stayed on past a term limit. In the Board Health column, it means that check failed.

Hover any mark for a quick explanation, or click the name to open its board roster and see exactly what’s flagged.

Your export always keeps the percentages, whichever view you’re looking at.

Showing only what needs attention

In the Council View and the Detail View, the Out of Compliance filter narrows the report to the organizations still falling short. Pick Board Health, AFR, Bylaws, or any combination, and anything meeting all of your picks drops off the list. It’s a quick way to turn the report into a to-do list.

The filter doesn’t appear in the Summary View, since a percentage on its own isn’t in or out of compliance.

Choosing a term

The Term filter picks which year you’re scoring. You choose one term at a time, and one is always selected — Connect starts you on the current term.

Drilling down

Every organization name in the first column is a link, and it takes you exactly where you’d want to go next:

In the Summary View, clicking a council opens that council’s own Compliance Report, with your term selection carried over.
In the Council View, clicking a council opens its board roster for the selected term.
Clicking a unit opens that unit’s Board Members page for the selected term — where you can see which positions are actually filled.

So you can start at the top, follow a problem down through the hierarchy, and land on the roster that needs attention, without ever going back to a menu.

The Contact Report

The Contact Report is a direct export. Rather than showing a table on screen, it gives you a simple form to choose what to include, then generates your file when you click an export button.

You can choose:

Term — pick a specific term, or leave it blank for all terms.
Positions — which board positions to include (for example, President or Treasurer). You can select more than one. By default, the required positions are selected for you.
Fields — which details to include for each contact. The options are Name, Position, Phone, Email, and Full Address.

When you run the Contact Report from a district, it covers your units and councils. From a council, it covers your units.

XLSX or PDF

The Contact Report can be exported two ways:

XLSX — a spreadsheet with one row per contact, handy for mail merges or further sorting.
PDF — a clean, print-ready document grouped by organization, with each unit, council, or district listed under a bold header (with its FEIN, ID, and name) followed by its board members. This mirrors the classic printed Officer/Board Member Contact Report that many state PTAs are already used to — great for handing out at meetings or filing for your records.

Whichever fields you select — Name, Position, Phone, Email, Full Address — show up as columns in the PDF too, so the printout only includes what you asked for.

How Exports Work

The Contact Report and the Directory exports generate in the background. After you click Export, a small progress window tracks the job so you can keep working elsewhere in Connect — no need to sit and wait on the page. When the file is ready it opens automatically.

If a large export takes more than a few seconds, Connect emails you a link when it’s finished, so you can close the window and get on with your day.

Tips

Run the Compliance Report at least monthly to stay on top of unit requirements and address gaps early, then click straight through to the units that need help.
In the Council or Detail View, turn on the Out of Compliance filter when you’re working a list rather than reviewing one — it hides everyone who’s already squared away.
Districts: switch View to Detail when a council’s percentage looks low and you want to see which unit is behind it, and check the Council View to make sure your councils’ own boards are in order.
Use the Bounced Emails Report alongside the Contact Report to keep your communication channels accurate.
Export the Contact Report as a PDF before board meetings — it’s ready to print and hand out without any formatting.
Combine filters to drill down into specific subsets — for example, filter the Past Due Activities Report by a specific term to focus on current obligations.
The Missing Document Report is especially useful near filing deadlines to identify units that still need to submit.
The Government Filing Compliance Report shows the date of our most recent update from the agencies at the top, so you know how fresh the data is.