Group leaders can report on groups they are a leader of from the group leader dashboard. These reports provide insights into group activities, engagement, and participation. The data used for reporting does not include program administrator activity so that results are not skewed. Group leader activity is included in the data set.
Permissions
Group leaders and program administrators can access group reporting from the group leader dashboard.
Viewing the group leader dashboard
To view the group leader dashboard:
- Select your avatar > Group Leader Dashboard.
- If you are a leader in multiple groups, select which group you want to see the dashboard for.
The dashboard has multiple tabs which display different information about your group, including:
- Group Details: General information and settings for the group
- Members: An overview of the group’s members
- Activities: An overview of the group’s activities and their participation metrics
- Get involved: A list of relevant causes and ways to get involved with them
- Budgets & spending: A review of your group’s allocated budget and how much has been used
- Resources: Links to relevant resources for your group
- Events: An overview of the events run by your group
- Analytics: Detailed statistics on participation within your group
Reports
Activity reports
To access Activity Insights reports for a selected activity type:
- Go to Group Leader Dashboard > Reports.
- Choose which report you want from the listed report types.
- Select the data filters you need and run the report.
Group leaders can also generate activity-specific reports from a group:
- Go to Group Leader Dashboard > Groups.
- Select a group and go to the Activities tab.
- Select Manage Activity > Report to view a summary of the engagement for that activity.
Budgets & spending reports
Group leaders can track their group’s financial activity using Budgets & spending reports. These reports provide insights into event costs and overall group spending, helping leaders manage budgets effectively.
Events reports
To report on the attendance of an event:
- Go to Group Leader Dashboard > Groups.
- Select a group and go to the Events tab.
- Select an event.
- From the right hand side of the screen, select Actions > Manage attendance.
- Select Export attendees for this occurrence from the right hand side of the screen.
Alternatively, generate an events report by selecting Reports from the left hand side of the screen and going to the Events section. Here, you can generate a report either on Event Attendance or Tracked time for events and group activities
Reporting on tracked time for events and group activities
Program administrators can configure time tracking for events and group activities within their community. Once configured, group leaders can:
- Set which events are eligible for time tracking.
- Determine permission levels for who can track time for group activities.
To generate a tracked time report:
- Go to Group Leader Dashboard > Reports.
- In the Events section, select Tracked time for Events and Group Activities.
- Choose whether to include tracked time for:
- All tracked time
- Events
- Group Activities
- Select a date range.
- Choose the group to report on (only groups you lead will appear).
- Select Search to run the report, which can be viewed directly in the preview or as an exported CSV.
Operational CSV reports
Group leaders can access Operational CSV reports to review event participation and group membership details. These reports help track RSVPs, attendance, and member roles within groups.