Overview

State-level reports provide the most comprehensive view of your PTA organization. Every report available at the district and council levels is accessible here, plus several state-exclusive reports including Usage, Board Member Export, and Membership Detail. Reports aggregate data across all districts, councils, and units, giving you the full picture for compliance monitoring, membership tracking, and organizational health.

All reports can be exported to XLSX for offline analysis, board presentations, or record-keeping. Powerful filtering options let you narrow results by term, document template, unit status, and more.

How to Run a Report

1. Navigate to Reports from the state-level sidebar.
2. Browse the available reports and select the one you need.
3. Apply filters to narrow the report scope:
   • Term: Select the academic year or term to report on
   • Document Template: Filter by specific document types (e.g., financial reports, insurance forms)
   • Unit Status: Focus on active, inactive, or specific status categories
   • Additional filters vary by report type
4. Review the report results on screen.
5. Click the XLSX export button to download the report as a spreadsheet.

Additional Features

• Compliance Report: See which entities have submitted required documents and which are outstanding
• Contact Report: View contact information for board members and administrators across the state
• Membership Report: Track membership numbers across all entities
• Membership Detail (state-exclusive): Drill into individual membership records across the entire state
• Past Due Activities: Identify overdue tasks and submissions that need follow-up
• Bounced Emails: Find email addresses that are failing delivery so you can update contact info
• Bylaw Submission: Track which entities have submitted their bylaws
• Registry Report: View entity registration details and status
• Expired Team Invitations: Find pending invitations that have expired without being accepted
• Missing Document Report: Identify which required documents have not been submitted
• Usage Report (state-exclusive): See platform adoption and activity metrics across the state
• Board Member Export (state-exclusive): Export all board member data across the entire state hierarchy
• XLSX export: Every report supports spreadsheet download for offline use

Tips

• Run the Compliance Report at the start of each quarter to proactively identify entities that are falling behind on required submissions.
• Use the Bounced Emails report regularly to maintain clean contact data — outdated email addresses mean missed communications.
• The Board Member Export is especially useful at the start of a new term to verify that all units have updated their board rosters.
• Combine the Missing Document report with Messaging to send targeted reminders to entities that still need to submit.
• Export reports to XLSX before board meetings so you have printed or sharable copies ready.
• The Usage Report helps you identify entities that may need training or onboarding support based on low platform activity.