Reports, exports & audit logs
GreekManage stores a lot of data. This section covers how to get it back out — for board reports, retention analysis, audit defense, and migration.
Reports
Reports are the standard pre-built analytics views.
Member reports
Org → Members → Reports:
- Active member count by chapter / region / over time
- Demographic breakdown (graduation year, hometown, major)
- Retention rate (% of members from period N who are still members in period N+1)
- Profile completeness
- Custom field summaries (only for fields you've configured)
Financial reports
Org → Billing → Reports:
- Revenue by period
- AR aging
- Refund report
- Payment method breakdown
- Per-chapter breakdown
Compliance reports
Org → Compliance → Reports:
- On-time submission rate
- Per-chapter compliance health
- Per-requirement performance
Engagement reports
Org → Engage → Reports:
- Posts per chapter / week / month
- Top contributors
- Forum activity heat map
Foundation reports
→ Foundation (separate page; covered in detail there)
Export to CSV / XLSX / PDF
Most reports have export buttons. Choose:
- CSV — for spreadsheet analysis or import elsewhere
- XLSX — for Excel with formatting
- PDF — for board reports, archives, evidence
For bulk data exports beyond reports:
- Open Org → Settings → Reports → Data export.
- Choose the dataset:
- Members (with all profile fields, including custom)
- Invoices and payments
- Compliance submissions
- Forum posts
- Audit logs
- Set the date range.
- Click Export.
Large exports run in the background. You'll get a notification when ready.
Audit logs
Every change in GreekManage is logged: who did what, when, from where.
What's logged
- Sign-ins and sign-outs
- Profile changes
- Role and status changes
- Approvals (and who approved)
- Compliance submissions and reviews
- Moderation actions
- Refunds and adjustments
- Admin invitations and deactivations
- Module enablements
- Settings changes
View audit logs
Org → Settings → Reports → Audit log.
Filter by:
- User
- Action type
- Date range
- Entity (member, chapter, invoice, etc.)
Export to CSV with the same filters applied.
The org audit log.
Audit log retention
By default, audit logs are retained:
- 2 years for routine actions
- 7 years for financial actions (regulatory)
Adjust in Settings → Reports → Retention (within legal limits).
When to use what
| You need… | Use… |
|---|---|
| Board chart for last quarter | Reports export to PDF |
| Spreadsheet of all members | Member directory → Export CSV |
| Tax-time report | Foundation → Reports → Year-end summary |
| Defend a moderation decision | Audit log filtered by user + date |
| Migrate to another platform | Settings → Data export (full JSON) |
| Investigate an account compromise | Audit log → User → Sign-ins |
Tips
- Schedule monthly exports. Even if you don't read them, having timestamped snapshots simplifies forensic work later.
- Filter audit logs before exporting. A 12-month, all-actions, all-users export is millions of rows.
- Tag actions of interest. Audit log entries can be tagged for later retrieval — useful when you spot something odd at 4pm Friday and want to revisit Monday.