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 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.

When a row covers more than one unit — a council row, say — each column is a percentage: the share of the units underneath it that meet the requirement. Higher is better, and 100% means every unit on that row is in good shape.

Councils or units (districts)

If you’re a district, the Organization Type filter decides what a row is. Leave it on Councils for a rollup, one row per council, or switch it to Units for one row per unit — every unit in your district, including any that aren’t part of a council.

Councils always see one row per unit.

Reading a unit row

When a row is a single unit there’s nothing to average, so the columns show a mark instead of a number:

• A check means the unit meets that requirement.
• A warning triangle means it doesn’t — or, for President, Secretary, and Treasurer, that the position is filled but something’s off with it. One person might be serving as both President and Secretary, or an officer might have stayed on past a term limit. Hover any triangle for a quick explanation, or click through to the unit’s board roster to see exactly what’s flagged.

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

Showing only what needs attention

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.

On a rollup, a row stays as long as even one unit beneath it is falling short — so a council keeps appearing while it still has someone to chase. It’s a quick way to turn the report into a to-do list.

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:

• Clicking a council opens that council’s own Compliance Report, with your term selection carried over.
• 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.
• 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 Organization Type to Units when a council’s percentage looks low and you want to see which unit is behind it.
• 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.