Reports, exports & audit
Reports, exports & audit
- Reports, exports & audit logsRun reports, export data, and review audit logs.
- Reports dashboardGenerate AI-assisted organization reports and find reporting surfaces inside each module.
- Analytics dashboard (org & region)Org-wide and region-wide KPIs, the Chapter Health Heatmap, cohort retention curves, chapter comparisons, and CSV/XLSX export — the core reporting surface at /org/analytics and /region/analytics.
- Demographics reportThe aggregate demographics report, a tab of Analytics — how declines are counted separately from non-responses, who can see per-member values, and why nothing here ever expires.
- Member Analytics Visibility settingsControl which chapter health KPIs regular members see on their Chapter Snapshot card, and whether they see Directory Insights — a per-org setting on the Org Settings page.
- Presence & Activity settingsWho can see that a member is currently active — per field — and how recently they must have been seen to count. A per-org setting on the Org Settings page.
- Audit log retentionHow long audit logs are kept, who controls it, and how to read the org Logging tab.
- Data export (org-wide)Export your org's full data as a JSON snapshot, manage retention, and handle GDPR/CCPA member export requests.