Reports Overview

OrgSync provides reporting and assessment tools for all levels of your campus community. Almost any piece of information in OrgSync can be exported into Excel, and we also provide a variety of graphical dashboards to view important statistics. There are two primary areas for reporting: the Data Browser and the Reports tab. These areas are described in detail below.

Data Browser

The Data Browser is a feature available to community administrators that allows you to quickly browse data, narrow your results, aggregate and graph data, save and share customized reports, and even export the results in various formats. The primary benefit of the data browser is your ability to customize exactly what you want to see on the report with the use of filters. You can also save the custom views that you create, allowing you to come back at a later time and view the same report with updated data.

Access this tool through the Admin dropdown in the top right of your screen. If you do not see Data Browser Beta as an option, this means you are not a full community administrator. If you’re interested in becoming a full community administrator, click here to learn how to obtain this status. 

Click here for a complete walkthrough of the Data Browser.

Pre-Built Reports

OrgSync also provides a number of pre-built reports that you can export with the click of a button. The benefit of using these pre-built reports is that they cover your most common reporting needs and it's often quicker than building a custom report through the Data Browser. You can access these reports by selecting the Admin dropdown in the top right of your screen, choose your umbrella or community (depending on if you want to pull reports based on one umbrella or your entire community), then select the Reports tab. There are a number of reports available to you and each of these are described in detail below. Note: Some reports are only available at the umbrella level and others are only available at the community level. This is noted under the Availability column in the table below.

User Reports

Report  Description Availability
All Organization Rosters The roster of each organization separated by worksheet. Both
All Organization Rosters by Category The roster of each organization under a specific category separated by worksheet. Umbrella
All Users All users and their profiles on one spreadsheet. Both
All Admins All administrators and their profiles on one spreadsheet. Both
All Admins & Officers All administrators and officers and their profiles on one spreadsheet. Both
Detailed Involvement Every timesheet entry in a set time period on one spreadsheet. This includes event participation and manually entered activity. Both
Involvement by User Every user and their total participation hours on one spreadsheet. Both
Community Memberships Every membership on one spreadsheet. If a user has five memberships, five entries will appear on the report. Community
User ePortfolios Every user and their ePort Community

 

Organization Reports

Report Description Availability
Organization Profiles All organizations and their profiles on one spreadsheet. Both
Org Profiles by Category All organizations and their profiles from a specific category on one spreadsheet. Umbrella
Organization Registration Requests All registration requests made by organizations under the umbrella. Umbrella
All Organization Checkbooks All checkbooks created by organizations separated by worksheet. Both
All Organization Websites All organizations and their websites on one spreadsheet. Both
All Organization Events All events on one spreadsheet. Both
Total Approved Timesheet Hours All organizations and the number of approved hours on one spreadsheet. Umbrella

 

Additionally, you’re provided a series of pie and bar graphs in the Organization Statistics and User Statistics tab. These graphs are not exportable at this time.

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