Reports and Analytics FAQ
This FAQ covers questions about finding reports, understanding the different report types, exporting data, and troubleshooting empty reports.
Where do I find reports?
Go to Admin > Reports. You'll see links to Needs Analytics, Impact, Trends, Performance, Volunteer Engagement, and (if your role includes it) Category Intelligence. Open the report you need from that page.
See also: Reporting & Analytics
What is Needs Analytics?
Needs Analytics shows how needs move through stages--created, claimed, in progress, and completed--and where delays happen. Use it to spot bottlenecks and improve turnaround. You can break results down by category or area.
See also: Reporting & Analytics
How do I export a report?
On the report page, use the Export menu (often near the top or in a dropdown). Choose the format (e.g. CSV or Excel). The file downloads so you can share or analyze it elsewhere.
See also: Reporting & Analytics
My report looks empty. Why?
Check the date range--reports only include activity in the period you select. If there's no activity in that range, the report will be empty. Try widening the dates or confirm that needs and claims exist for that time.
See also: Reporting & Analytics
What's the difference between Impact, Trends, and Performance?
- Impact focuses on outcomes and results (e.g. people helped, completed needs).
- Trends shows how things change over time (e.g. month over month).
- Performance helps you see who's doing what and where to rebalance effort.
Your organization may use these in different ways; the labels in the app are the source of truth.
See also: Reporting & Analytics
I don't see the Reports menu. Why?
Reports are only visible to users with the right role (e.g. admins, coordinators, or roles that include report access). If you expect to see it, ask an admin to check your role and permissions.
See also: Reporting & Analytics