Reports: analytics for your organization

Reports is your organization's analytics hub: a set of read-only dashboards built from the data your other tools already produce — members, events, donations, email, and more. Open Reports in your workspace sidebar to see it.

The hub page

The hub shows your org's headline numbers (active members, events, and total raised) and links out to each individual report, grouped into two rows:

• Member Reports — growth and demographics.
• Engagement Reports — event attendance, email opens, and volunteer activity.
• Donation Reports — revenue trends and donor analysis.
• Email Reports — opens the same campaign analytics covered in Email campaign analytics.

An Intelligence section below groups four more advanced reports: Attribution, Predictions, Relationships, and Benchmarks.

Member reports

Shows new-member growth for each of the last six months as a bar chart, plus a breakdown of your active members by role (owner, admin, member).

Engagement reports

Combines straightforward activity counts — events hosted, total RSVPs, average attendance, campaigns sent, open rate, click rate — with a deeper engagement-scoring section. Engagement scores are the same scores your CRM shows on each contact, built only from activity with your organization (see Engagement score):

• Engagement Distribution splits your active contacts (anyone with activity in the last year) into high, medium, and low bands.
• Score Categories shows the average across your active contacts for overall engagement, donor, volunteer, event, and advocacy scores.
• Most Engaged Contacts ranks contacts by overall score, links each to their CRM record, and flags Recurring donor and Strong volunteer.
• Engagement Trend charts the average score of your active contacts over time once enough daily snapshots have accumulated.

Donation reports

Shows monthly revenue for the last six months, a breakdown of donations by size (under $25, $25–$100, $100–$500, $500+), and key metrics: average donation, total donations, donations per donor, and recurring rate.

Intelligence reports

• Attribution breaks down the last 30 days of tracked activity by source channel — events, unique members reached, conversions, and conversion rate per channel — plus an overall conversion summary. It shows counts only, never which member did what.
• Predictions counts contacts with a high donor, volunteer, or event propensity (a score of 60 or more out of 100, not a probability); counts recurring donors, strong volunteers, and contacts at risk of lapsing; lists the engaged contacts most at risk of lapsing; and lists your top donor and volunteer prospects, each linked to their CRM record.
• Benchmarks compares your average engagement, donor, volunteer, and event scores, events per month, and the share of your contacts active in the last 90 days against similar organizations (same type, similar number of contacts), using anonymized, aggregated peer data. Benchmarks only appear once at least 10 similar organizations are on the platform — until then, the page explains what's needed to unlock them.
• Relationships shows members who attend events together (co-attendance pairs), a referral leaderboard, and recent referral activity — how new members found you through people already in your org. It is built from members' share links; for each member's outcomes, held sign-ups and gift totals, see the referrals report under People.

Who can see reports

Reports access is granted through the Analytics permission group, the same one covered in Roles and permissions for your team. Owners and admins have it by default. If you want someone else to see reports — for example, a finance volunteer who should see donation trends without seeing membership data — build a custom role and grant just the analytics permissions they need. Some reports are further split into narrower permissions, so an admin can hand out access report by report rather than all-or-nothing. Anyone who opens a report they don't have access to simply can't reach the page.

The engagement, predictions, and benchmarks reports show totals and averages to anyone with the report's analytics permission. Lists that name contacts, such as the most engaged contacts, the contacts at risk of lapsing, and the top prospects, also need CRM access ("View all contacts"); without it the report says so where the list would be. In an organization with fewer than 10 active contacts, an average could describe one person, so the averages are shown only to people with CRM access too.

Attribution shows its counts per channel for your whole organization to anyone with the analytics permission. It never shows which member did what, so seeing it does not give anyone access to individual members' activity.

Why this matters

Bringing membership growth, engagement, fundraising, and predictive signals into one place means you don't have to reconstruct the state of your organization from memory before a board meeting or planning session. The Intelligence reports go a step further: instead of waiting for a donor to lapse or a member to go quiet, Predictions flags the risk in advance, and Benchmarks tells you whether a metric that looks normal to you is actually strong or weak compared to organizations like yours.