Reports & Analytics Overview

Co-authored by

Dien BasseyRHEMA Nigeria

Joshua AdamsRHEMA Nigeria

Overview

The Reports & Analytics section provides powerful insights into partner management, donations, communications, and performance metrics. Access data visualizations, export reports, and make data-driven decisions.

Report Categories

📊 Partner Management Reports

Track and analyze your partner database:

Partner Demographics - Gender, marital status, Rhema status, and geographic distribution
Partner Status - Active, inactive, suspended, and pending partner analysis
Partner Engagement - Engagement scoring and follow-up tracking

💰 Donation & Giving Reports

Monitor donations and giving patterns:

Donation Summary - Time series trends, totals, and growth analysis
Top Donors - Ranked list of highest contributors
Donation Purpose - Category breakdown (tithe, offering, building fund, etc.)

📞 Communication & Engagement Reports

Measure communication effectiveness:

Call Activity - Call stats, outcomes, dispositions, and timeline
Scheduled Calls - Upcoming, overdue, and completed call tracking

🎯 Performance & Analysis Reports

Evaluate sourcing and campus effectiveness:

Sourcing Analysis - Partner acquisition by source, event, and edition
Campus Performance - Multi-metric campus comparison and ranking

📈 Executive & Action Reports

High-level summaries and action items:

Executive Dashboard - KPIs, trends, activity summary, and top metrics
Follow-Up Required - Priority-based follow-up management

Key Features

Visualization Types

All reports include:

Charts - Area, bar, donut, pie, line, and grouped charts
Data Tables - Sortable, filterable, detailed records
KPI Cards - Key metrics at a glance
Trend Indicators - Growth percentages and sparklines

Interactive Features

Date Range Selection:

Calendar-based date picker
Preset ranges (Today, Last 7/30/90 days, This Month/Quarter/Year)
Custom date ranges

Filters:

Campus selection
Partner status
Event and edition
Sourcing type

Export Options:

PDF - Print-friendly formatted reports
Excel - Spreadsheet with charts and data
CSV - Raw data for analysis

Real-time Refresh:

Click refresh button to update data
Auto-refresh option (configurable)

Common Workflows

Monthly Performance Review

Open Executive Dashboard
Review KPI cards (partners, donations, activity)
Check donation trend chart
Review top metrics table
Export to PDF for records

Partner Outreach Planning

Open Follow-Up Required
Filter by priority (High/Medium/Low)
Review follow-up table
Export to Excel for team assignment
Track completion in partner records

Donation Analysis

Open Donation Summary
Select date range (e.g., This Year)
Review trend chart and totals
Compare to previous period
Open Donation Purpose for category breakdown
Export both to PDF for board meeting

Campus Comparison

Open Campus Performance
Review comparison chart (partners, donations, calls)
Check campus ranking table
Identify top and underperforming campuses
Export to Excel for deeper analysis

Report Access

Via Sidebar:

Click "Reports & Analytics" in main navigation
Select specific report from submenu

Via Reports Dashboard:

Navigate to Reports section
View categorized report cards
Click card to open report

Permissions

Report access is controlled by RBAC permissions. Ensure you have the appropriate "read:reports" permission to view reports.

Required Permissions:

read:reports - View all reports
export:reports - Export reports (PDF/Excel/CSV)
admin:reports - Access executive reports

Best Practices

Effective Report Usage

Regular Reviews:
- Weekly: Follow-up Required, Call Activity
- Monthly: Donation Summary, Partner Engagement
- Quarterly: Campus Performance, Sourcing Analysis
- Annually: Executive Dashboard trends
Data-Driven Decisions:
- Use reports to identify trends
- Compare periods for growth analysis
- Set goals based on historical data
- Track progress toward targets
Export for Sharing:
- PDF for presentations and meetings
- Excel for deeper analysis
- CSV for importing to other tools
Combine Reports:
- Use multiple reports together for complete picture
- Example: Donation Summary + Top Donors + Donation Purpose
- Cross-reference data for insights

Performance Tips

Date Range Selection:
- Smaller date ranges load faster
- Use appropriate range for analysis (don't select "All Time" unless needed)
Filter Wisely:
- Apply filters before generating charts
- Reduce dataset size for better performance
Export Smart:
- Large datasets: Use CSV instead of Excel
- Many charts: Use PDF for best formatting
- Need both: Export twice

Chart Types Guide

When to Use Each Chart

Area Chart:

Donation trends over time
Cumulative growth

Bar Chart:

Comparing categories (marital status, sourcing types)
Campus comparisons

Donut/Pie Chart:

Proportions (gender distribution, status breakdown)
Category percentages

Line Chart:

Trends over time (call activity)
Growth patterns

Grouped Bar Chart:

Multi-metric comparison (campus performance)
Side-by-side comparisons

Horizontal Bar Chart:

Rankings (top donors)
Long category names

Data Tables:

Detailed records
Need to see individual entries
Sortable/filterable data

Common Questions

Q: How often is report data updated?

A: Reports show real-time data from the database. Click the refresh button to get the latest information.

Q: Can I schedule automated report emails?

A: Currently, you must manually export reports. Scheduled reports may be added in a future update.

Q: Why don't my export options show up?

A: Verify you have the export:reports permission. Contact your administrator if needed.

Q: Can I customize report filters?

A: Yes! All reports support date range, campus, and status filters. Additional filters are available on specific reports.

Q: How do I share reports with others?

A: Export to PDF or Excel and share the file. Recipients don't need system access to view exported reports.

Q: What's the difference between PDF and Excel export?

A: PDF preserves exact formatting with charts (best for presentations). Excel includes raw data and charts (best for analysis).

Q: Can I see historical trends?

A: Yes! Use date range selection to view any historical period. Trend charts show growth over time.

Q: How do I know if a campus is performing well?

A: Check Campus Performance report. Compare metrics to organizational averages and other campuses.

User Guide - General partner management features
Backend - User access and permissions
Settings - Campus, event, and sourcing configuration

Next Steps

Ready to explore reports? Start with:

Executive Dashboard - High-level overview
Partner Status - Partner database health
Donation Summary - Giving analysis
Follow-Up Required - Action items