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 every unit 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. Navigate to your district or council dashboard.
2. Click Reports in the sidebar navigation.
3. Select the report you want to run from the list of available reports.
4. Apply filters as needed — you can filter by term, document template, unit status, and more depending on the report.
5. Review the report results on screen.
6. To export, click the XLSX export button to download the report as a spreadsheet.

Additional Features

• Compliance Report — see which units are compliant and which have outstanding requirements
• Contact Report — export contact information for board members across all units
• Membership Report — view membership counts and details across your district or council
• Past Due Activities Report — identify tasks and submissions that are overdue
• Bounced Emails Report — find email addresses that are bouncing to clean up your contact lists
• Bylaw Submission Report — track which units have submitted their bylaws
• Registry Report — view unit registration details and status
• Expired Team Invitations Report — identify pending invitations that have expired
• Missing Document Report — find units that are missing required document submissions
• XLSX export — every report can be exported to a spreadsheet for further analysis
• Filters — narrow results by term, document template, unit status, and other criteria

Tips

• Run the Compliance Report at least monthly to stay on top of unit requirements and address gaps early.
• Use the Bounced Emails Report in conjunction with the Contact Report to maintain accurate communication channels with your units.
• Export reports before board meetings so you have data ready to share with leadership.
• 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.