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Reports, exports & audit logs

GreekManage exposes a few specific reports and export surfaces per module, plus an org-wide audit log on the Logging settings tab. This page is the index.

Per-module reports

ModuleWhereWhat you can see
MembersOrg → MembersDirectory listings, search, saved views, custom-field summaries; CSV/XLSX export
BillingOrg → Billing / Org → Settings → Dues & BillingPer-chapter invoices, rate history, payment records
ComplianceOrg → ComplianceOn-time rates, per-chapter status, per-requirement performance
ElectionsOrg → Elections → resultsVote totals per position, winners; XLSX export
FoundationOrg → Foundation → ReportsCampaign performance, donations, donor giving (covered in Foundation)
LearningOrg → LearningCourse completion / enrollment dashboards
RetentionOrg → RetainRetentionSnapshots, alerts, survey responses

Not every module ships a dedicated "Reports" tab in the UI — much of the reporting is surfaced inline on the module's main page.

Data export

For full per-org data exports (members, custom data, content), open Org → Settings → Data Management. This surface requires the Data Export module to be enabled. Exports run in the background and arrive as JSON snapshots; see Module: Data Export.

Audit log

Audit logging captures sign-ins, profile changes, role and status changes, approvals, moderation actions, refunds, admin invitations and deactivations, module enablement changes, and other settings updates.

View the audit log

Org → Settings → Logging.

The Logging tab shows recent events and provides filters by event type, user, date range, and entity. Expandable rows show change detail captured at the time of the event.

The org audit log. The org audit log.

Retention

Audit log retention is configured per-org by platform admins:

  • Default retention: 180 days.
  • Range: 1 to 180 days.
  • The retention configuration is on OrgAuditRetentionConfig and adjusted by platform admins via the platform organization-detail page.

Entries older than the retention window are pruned by a Celery task. There is no per-action retention tiering (e.g., "financial actions kept 7 years"), and no "permanent" retention tier today.

When to use what

You need…Where to go
Member directory snapshotOrg → Members → Export
Election totals for a board reportOrg → Elections → results → Export XLSX
Donations for the IRSOrg → Foundation → Reports
Defend a moderation decisionOrg → Settings → Logging, filter by user + date
Migrate to another platformOrg → Settings → Data Management (Data Export module)
Investigate an account compromiseOrg → Settings → Logging, filter by user + sign-in events

Tips

  • Filter before exporting the audit log. A wide-window export can be very large.
  • Run a monthly snapshot. Even if no one reads it, having timestamped exports simplifies any later forensic work.
  • Coordinate with platform admins on retention. If your compliance program demands longer than 180 days, work with the platform team on archival outside the live DB.

Last verified against v0.62.1 (2026-05-10).