Reporting

The Reporting sidebar tab contains a variety of tools to give you both high-level and deeply details overviews of your Organization's & Team Member's performance.

The Activity Overview section gives you a high-level view of all organizational activity. The Team Activity section breaks down your Team Member activity to help coach your volunteers and staff Team Members, while the Assessment Changes section breaks down the progress of your supporters by analyzing the movement of the assessment changes your Team Members are making. Lastly, the Graphs section lets you view custom graphs of organizational activity with the ability to export the data.

All Reporting tools are included in the most basic "Essentials" plan, except for Graphs, which requires at least the "Standard" plan.