Creating Reports from Manage Users

Group administrators can generate user reports to quickly gather a snapshot of activity within their group. 

This article will cover the following:

• Manage Users Grid - Key Terms Defined
• How to Filter Data on the Manage Users Grid
• How to Export Data into a CSV File
• Helpful Tips for Filtering & Reporting

Manage Users Grid - Key Terms Defined

Before applying filters, review these key terms:

• Date Range Filter: Select a specific timeframe.
• GivePulse Impacts: All impacts recorded on the platform, including those from outside groups.
• Total Impacts: Includes impacts from your network, covering your group, all subgroups, and affiliates.
• Group/Club/Organization Impacts: Only includes impacts recorded within your specific group (excluding subgroups and affiliates).
• Enhanced Filtering: Use >=, =, <=, and < in the top filter bar to search for users based on impact data.

Click HERE to a full list of GivePulse Service Hour Definitions.

How to Filter Data on the Manage Users Grid

From your Group Admin Dashboard, click Users then select Manage Users in the dropdown menu. There are a few areas where admins can filter their data within the Manage Users grid:

• Top Filter Bar: Using the top filter bar, admins can filter for users within a specific date range, impact tag, or certain number of impacts/hours.

• Column-Specific Filters: Each column can be filtered by typing in text, using a dropdown menu, or applying a date range to isolate data.

Filters are saved in your admin session, keeping your selected view saved until you clear it. The Date Joined filter helps track membership growth within a specific date range, allowing you to monitor trends over time. You can apply multiple filters simultaneously to sort and refine your data for more precise insights.

How to Export Data into a CSV File

Once you have filtered data, you an export this information in a CSV file. To export filtered data:

1. Click the Blue Actions Button in the upper-right corner.
2. Select "Visible Columns" to export data based on your current filtered view.

Recommend Data Fields to Include in Reports

There are several fields in the Manage Users grid to help provide admins with information about a user's activity within their group:

• Participation Length: The time between a user’s first and last recorded impact.
• Years Participated: The specific years a user has recorded impacts.
• Number of Years Participated: The count of distinct years a user has been active.
• Last Visit: The date of a user's last recorded activity (login, register for an event, log an impact, etc.).
• Last Donation Date: The date of a user's last donation within a group.

Click HERE for more resources on how to export data from GivePulse.

If you have any questions, please Submit a Support Ticket.