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

1. Open your district or council and click Reports in the navigation bar under your organization’s name.
2. Select the report you want to run from the list.
3. 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).
4. Review the report results on screen.
5. 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 what percentage of units have 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 shows one row per organization beneath you — councils if you’re a district, units if you’re a council — with a percentage in each of six columns, in this order:

• President, Secretary, Treasurer — the share of units with someone filling that position for the selected term.
• Board Health — the share of units with no board member warnings at all: nobody’s missing a required position, nobody’s holding two required positions at once, and nobody’s serving past a term limit. Higher is better — 100% means every unit on that row has a clean board. A filled position doesn’t always mean a healthy one, which is exactly what this column catches.
• AFR — the share of units that filed an Annual Financial Report for the previous term.
• Bylaws — the share of units whose bylaws were approved recently enough to still be current, based on your state PTA’s bylaws renewal cycle.

Use the Term filter at the top to change which year you’re scoring.

Warning triangles at the council level

At the council level, where each row is a single unit, look for a small yellow warning triangle next to the President, Secretary, or Treasurer percentage. It appears whenever that specific position has a board warning — even if it’s showing 100% filled. For example, one person might be serving as both President and Secretary, or an officer might have stayed on past a term limit. Hover the triangle for a quick explanation, or click through to the unit’s board roster to see exactly what’s flagged.

Drilling down

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

• From a district, clicking a council opens that council’s own Compliance Report, with your term selection carried over.
• From a council, 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 low percentage 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.
• 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.