One page that answers the question every board asks: "How are we doing?" It pulls a headline number from every feature you use — active members, events held, volunteer hours, money raised, newsletters published — and shows them side by side for the time window you pick.
Members never see it. Features you've turned off under Settings → Features don't appear.
How to open it
Reports → How We're Doing.
If it isn't in your sidebar, your account needs the Reports access area. Administrators always have it; for anyone else, see User Access.
How to read the page
Each card shows the feature, a big number for the chosen window, a line saying what it counts, and a small line chart showing how it moved across the window.
The numbers count only what's actually recorded. If your records only go back three months, a year's window shows three months' worth.
How to change the time window
Use Time window at the top:
- Last 30 days — what's changed since the last board meeting.
- Last 90 days — the default; this quarter's trend.
- Last 365 days — the past year.
- This fiscal year — from the start of your society's year to today.
- Last fiscal year — the whole of the previous year, for comparison.
Your society's year starts in the month set as Period Starts under Settings → Membership (July unless you change it). Every card uses the same window.
What each card counts
| Feature | Number |
|---|---|
| Members | Active members — members who signed in, or whose page views were logged, during the window |
| Events | Events held |
| Library | Catalog items added |
| Newsletters | Issues published |
| Resource Links | Links added |
| Volunteers | Volunteer hours logged |
| Store | Orders placed |
| Records | Records added |
| Donations | Total raised |
| Emails sent to members | |
| Photos | Photos uploaded |
| Research Help | Questions asked |
| Documents | Documents uploaded |
| Voting | Ballots opened |
| Lineage Programs | Applications received |
| Paid Research | Cases opened |
If something looks wrong
Active members looks low. It counts members who signed in during the window. If you also turn on Log Page Views under Settings → Privacy → Activity Logging, members who stay signed in between visits are counted too. How long those page views are kept is set there as well; a short retention limits how far back the count can see.
This fiscal year looks wrong. Check Period Starts under Settings → Membership. Many societies run July to June; others use the calendar year.
A feature you use isn't showing. Check it's turned on under Settings → Features.
Total raised looks too low. Failed, pending, cancelled and refunded donations aren't counted. A card payment that stays pending usually means Stripe couldn't reach your site to confirm it — check the Webhook Signing Secret under Settings → Events → Online Payments, and look for the gift under Money → Donations.
Related guides
- User Access — who can see this page
- Donations — what counts toward Total raised
- Governance — how volunteer hours are logged