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Member Analytics Visibility settings

Member Analytics Visibility settings

Chapter officers and admins see a full Analytics dashboard for their chapter, but regular members see a much smaller Chapter Snapshot card instead — up to 11 metrics on a single card. This page’s setting is where a national admin controls which of those 11 metrics regular members are actually allowed to see.

Restricting the Active Members metric from All Members to Officers Only.

What you see

The Member Analytics Visibility settings card. The Member Analytics Visibility settings card.

Open Org Settings, then the Analytics Visibility section. You’ll find a card titled “Member Analytics Visibility”, with the description:

“Control what regular members can see — chapter health KPIs on their dashboard, and Directory Insights on the member directory. Officers and presidents always see everything not marked Hidden; members only see what’s marked All Members.”

The 12 settings and their 3-way control

Each metric gets its own row with a label and a dropdown offering three options: “All Members”, “Officers Only”, and “Hidden”.

The 12 entries, in the order they appear, along with each one’s default setting for a freshly created org (before any admin has touched this page):

MetricDefault
Total MembersOfficers Only
Active MembersAll Members
Alumni MembersOfficers Only
Retention %Officers Only
Compliance %All Members
Dues Collection %All Members
PNM Conversion %Officers Only
Membership Growth %Officers Only
Risk StatusOfficers Only
Compliance Overdue %Officers Only
Critical Compliance %Officers Only
Directory InsightsAll Members

Four entries — Active Members, Compliance %, Dues Collection % and Directory Insights — start out visible to everyone. The other eight start restricted to officers until a national admin opts them in.

Total Members counts every member on the roster except PNMs and disaffiliated members; Alumni Members counts alumni, active alumni and lifetime alumni. The three headcounts do not add up — inactive members count toward Total but toward neither Active nor Alumni. Risk Status covers both the consecutive-decline count and the At Risk / On Track badge together, since they always render as a single badge on the member snapshot card.

Directory Insights is not a chapter KPI

Eleven of the twelve rows govern one card. Directory Insights is the exception: it governs the org-wide employer/school/skill panel on the member directory, not the Chapter Snapshot.

It rides this page because this is already the per-org “what may members see” control, and building a second switch elsewhere would have split that decision across two screens. It behaves like the rest: All Members (the default) shows the panel to everyone in the org, Officers Only restricts it to officers and presidents, and Hidden removes it for everyone except national admins, who always see it on /org/members.

The panel never exposes an individual’s data: rows with fewer than three members behind them are omitted for everyone but a national admin, and the profile-completeness figures that sit alongside it in the admin view are never sent to a member at all.

What the other settings actually control

The remaining eleven change exactly one thing: what a regular, non-officer member sees on their Chapter Snapshot card. It does not restrict anything on the officer/admin Analytics dashboards described in Analytics dashboard (org & region) or Chapter Analytics — officer/admin view — per the card’s own description text, officers and presidents always see every metric that isn’t marked Hidden, regardless of what this page says. “Hidden” is the only setting that also hides a metric from officers.

Saving changes

Adjust any of the dropdowns and click Save at the bottom of the card. The visibility mapping is read fresh from this configuration every time a member’s Chapter Snapshot card loads its data — there’s no separate caching layer in front of it, so a saved change is reflected the next time a member views their snapshot.

Related

Last verified against v0.78.2 (2026-09-02). Directory Insights entry added. Total Members + Alumni Members headcounts added in v0.73.46. Analytics module + Retain/Surveys consolidation, v0.65.0.