Accurate reporting is essential, and we understand how important it is to track your site’s performance. From measuring volunteer contributions to monitoring engagement with your Needs or Opportunities and more, your site provides a variety of reports with key insights to meet your organization’s reporting needs.

ℹ️ So you know: Some sites have language overrides in place. This means you might see Needs in place of Opportunities, Agencies in place of Programs, or Prerequisites in place of Qualifications.

Your reports are located in the Reports area, just click the Reports button from your top menu bar. These include Standard Reports and Data Explorers.

Your Quick Stats displays current hours, responses, etc. Click Today, Current Month, or Year to Date to see stats for those timeframes. For a more detailed view, click the categories—e.g., Hours, Responses.

To see individual reports, click the categories—e.g., Favorites, Custom, Needs or Opportunities, etc.

You can favorite the reports you use most often by clicking the star icon by their title. This places them at the top under the Favorites category for quick access.

Every report has different filtering capabilities. Some ask you to filter by Agencies or Programs, Needs or Opportunities, Initiatives, etc., but most reports have a filter by Date Range option.

Some reports have the option to run a new report and add additional filters, but you will also have the option to switch to an old report if applicable.

When you're ready to export your reports, click the export button. These either say Export, Export PDF, Export Spreadsheet, or they can be an export icon.