Run · Insights & reports
Analytics for any period, a score from 0 to 100 for every member, and a short list of things that need attention, each one opening the people behind the number. Every figure is worked out on your own server, from your own records.
5 engagement bands
Totals, never names
Reports by email
How it works
A figure is only useful if it opens a list you can act on.
Analytics
People, Analytics covers members, engagement, events, email, giving, mentoring and volunteering. Choose 30 days, 90 days, 12 months, the financial year or your own dates, and narrow it by year group, country or level. Every chart has "Show the numbers", and every table downloads as a CSV of totals.
Engagement
Each night every member gets a score from 0 to 100, from their profile, sign-ins, community posts, events and contributions. The bands are New, Cold, Warm, Active and Champion. In Settings you decide how many of the 100 points each part is worth and where each band starts.
Insights
The dashboard's Needs attention card adds insights: members who went quiet this quarter, year groups that have barely joined, donors who gave last financial year but not this one, and events a week away with few replies. Each row opens the matching list, and most offer "Email these members", which starts a campaign with exactly that audience.
Reports
The giving report covers a financial year or your own dates: totals, donors, the average and median gift, by appeal, method and month, and donors who gave before but not this year. Once you switch reports on, a custom report lists members, gifts, events, event registrations or memberships with the columns you pick, and an annual report gathers the year's figures for you to write around.
What comes with it
| Report | What it shows | Where |
|---|---|---|
| Analytics | Members, engagement, events, email, giving, mentoring and volunteering for any period | People, Analytics |
| Giving report | Totals, donors, average and median per currency; by appeal, method and month | Money, Giving report |
| Dues reconciliation | Invoiced against received, with fees, the net amount and the overdue list | Money, Invoices |
| Custom reports | Your own columns and filters on members, gifts, events, registrations or memberships; by email weekly or monthly | Records, Custom reports |
| Annual report | The year's figures gathered for you, with sections you write; a PDF | Records, Annual reports |
| Campaign report | Sent, opens, clicks for each link and unsubscribes, once counting is on | Publishing, Email campaigns |
Not yet
A tag means a fix is planned. No tag means it is not.
FAQ
Each night every member gets a score from 0 to 100, from five things: their profile, their sign-ins, their community posts, the events they came to and their contributions. You set how much each counts, as long as the five add up to 100, and where the bands start. "Recompute now" applies a change at once.
Only to people allowed to see money. Giving figures on the analytics page, giving conditions in an audience and the gifts list in a custom report are all hidden from everyone else. Analytics downloads are totals, never names.
Yes. A custom report can be emailed every week, on Mondays, or every month, on the 1st, as a spreadsheet or a PDF, to staff who may see it. Someone who loses that access stops receiving it.
No. Your install sends us no data, so there is nothing to compare. Every figure is about your own members, worked out on your own server.
Sign in as the administrator and open People, Analytics: 130 invented members, their engagement bands and what they did this year.
Sign-in details on the demo pageResets every night