Community analytics and reporting

Live dashboards for membership, finances, engagement, and geography, filterable by any period and by chapter, so leadership stops emailing chapters for numbers.

  • The same dashboards at organization, region, and single-chapter level
  • Custom reports saved as live queries, plus natural-language questions through Ask Orgo
  • CSV export across every module, with each export and report generation logged

Built for federations, associations, professional bodies, and nonprofits that report to a board, a general assembly, a ministry, or a funder.

Analytics at a glance

Dashboards Four analytics modules (membership, financial, engagement, and geographic), each filterable by any custom period
Levels Aggregated organization-wide, or scoped to a region or a single chapter; chapter admins see the same dashboards restricted to their own data
Membership metrics New members, active and inactive, paying members, signups and exits, fee types, user types, age distribution
Financial metrics Total revenue, recurring revenue, donation revenue, per-campaign and per-event revenue, charted over custom time spans
Engagement metrics Logins, emails sent, discussions, posts, comments, reactions, newsletter subscribers, top event attendees, leaderboards
Module analytics Per-event revenue and RSVP status, newsletter delivery and open rates, course enrollment and progress, donation campaign performance, badge usage
Custom reports Saved database queries that re-run with fresh data every time they are opened, plus Ask Orgo for natural-language questions saved as reusable reports
Exports and audit CSV export throughout the platform; every export and report generation logged with user, timestamp, and IP

The reporting layer for

Boards reporting to an assembly

Membership, finance, and activity figures come from the live database, not from a spreadsheet assembled the week before the general assembly.

Ops leads chasing chapters for numbers

Chapter figures roll up on their own, and local admins get their own dashboard, so nobody has to ask dozens of volunteers for a headcount.

Orgs reporting to funders or ministries

Event, age-group, and attendance data collected through the year aggregates into an annual report built around your own KPIs.

Every number your organization has to report

Analytics dashboards

Orgo ships four analytics modules covering membership, money, activity, and location. Each one filters by any custom date range.

The membership dashboard answers how big the organization is and where it is heading:

  • New members over a chosen period
  • Active and inactive members
  • Paying members
  • Signups and exits
  • Breakdown by fee type and user type
  • Age distribution

Revenue is tracked across every income stream in the platform:

  • Total revenue
  • Recurring revenue
  • Donation revenue
  • Per-campaign and per-event revenue

Charts run over custom time spans, so a fiscal year that does not match the calendar year still works.

Engagement covers what members actually do on the platform: logins, emails sent, discussions, posts, comments, reactions, newsletter subscribers, and top event attendees, over the period you choose.

Member distribution renders on a map by country, county, and town. Custom map polygons are available where an organization's own districts do not match administrative boundaries.

Leaderboards rank members by activity and can be shown to members, not only admins:

  • Most events attended
  • Most posts
  • Most reactions received
  • Most points, where gamification is enabled
  • Top referrers, all-time, monthly, or weekly

Organization, region, and chapter views

The same dashboards answer the same questions at three levels, so national leadership and a local chapter leader read the same numbers.

Membership, financial, geographic, and leaderboard views all carry a chapter filter. National admins switch between the aggregate picture and a single chapter without leaving the dashboard.

Chapter admins see the same dashboards restricted to their own chapter's data: membership growth, fees paid and unpaid, recurring revenue, and donations for their chapter only.

Permissions have an optional middle level, a parent chapter that groups several chapters into a region, district, or state. An admin at that level sees the aggregate for every chapter beneath them.

Because every metric carries a chapter dimension, comparisons come out of the same data: active members by chapter, fee payment status by chapter, signups per chapter over a period. Active members by chapter is one of the standard saved reports.

Custom reports and Ask Orgo

Standard dashboards cover recurring questions. Anything specific to your organization goes through one of two routes, both of which produce a report you can reopen later.

Describe the report you need once and it is built as a stored query. Opening it re-runs the query against live data, so the figures are current every time, and results export to CSV. Organizations use this for reports their previous system handled through saved searches.

Ask Orgo queries the whole database in plain language across contacts, members, events, and finance, for example the top 100 donors, or members who have not posted in six months. Results can be saved as a reusable report or turned into a newsletter segment.

Ask Orgo runs without sending your data to external LLM providers.

The member list itself is a reporting tool. Filter by fee paid or unpaid, due date, fee type, and chapter, then export the result to Excel or CSV without building a report at all.

A chapter admin running a query or an Ask Orgo question gets results limited to their own chapter's members. The same report definition returns different rows depending on who opens it.

Annual and statutory reporting

Reports to a ministry, a funder, or a general assembly need aggregated activity across a year, not a raw member list.

Events and activity across a chosen period aggregate into a single annual report that renders as a PDF. The KPIs it contains are configurable, so the report matches the criteria your funder or supervising body asks for.

Statistical reports covering event types and age groups are configurable per market. Youth organizations that report yearly activity figures to a ministry of education fill the data in on each event and generate the combined report at year end.

Each event carries the fields the report later needs:

  • Event type, used for reporting categories
  • Group or chapter assignment
  • Attendance, recorded by QR check-in or manually
  • Custom columns from the registration form
  • AI-assigned Sustainable Development Goal tags, for impact reporting

Each analytics module can be made visible to all members rather than admins only. Orgo began as a transparency request from members of an association who wanted equal access to the organization's own numbers.

Analytics inside each module

Beyond the central dashboards, every module reports on itself, so the detail sits next to the thing it describes.

Each event has its own analytics: total revenue, RSVP statuses, and an attendee table with filters, custom columns drawn from the registration form, and CSV export. A member's profile shows every event they have attended.

Every campaign reports delivery and response:

  • Delivered, opened, clicked, including the top-clicked links
  • Bounced, unsubscribed, and spam complaints
  • Drill-down to individual recipients
  • Resend to non-openers

Organizations that currently get these figures back from an external mailing supplier keep them in-house instead.

Donation campaigns report total raised, the recurring against one-time split, and revenue charts by period. The A/B testing engine on suggested donation amounts reports per-variant statistics, including average donation and donation count.

The learning module lists enrolled members with enrollment dates and progress, and exports the list to CSV.

Badge analytics cover usage organization-wide and per chapter, completed against pending awards, and per-badge performance. Manual badge assignment keeps a full audit trail of who awarded what and when.

Exports, API, and your own BI tools

Data leaves Orgo in the formats an accountant, a BI tool, or a board pack needs. Nothing is locked in.

Export is available module by module rather than only from a central screen:

  • Members and contacts, filtered as you like
  • Payments and financial transactions for a period
  • Event attendance, with registration form columns
  • Course enrollments
  • Vote collection results
  • Saved query results

The REST API covers nearly the whole platform. Create a read-only token scoped for reporting, point your BI or dashboarding tool at it, and keep visualization wherever your organization already does it.

Complete export is available at any time: CSV per module, optional scheduled database dumps, and full API access. Data is never sold to third parties and there is no contractual lock-in.

Invoices, membership certificates, adhesion documents, and the annual report generate as PDFs and attach to the member record, so financial and governance paperwork does not need a separate system.

Who can see which numbers

Analytics follows the permission model rather than sitting outside it, which is what makes it safe to give chapter leaders real access.

Every admin role is scoped to one of three levels:

  • The whole organization
  • A parent chapter, meaning a region, district, or state
  • A single chapter

Analytics, queries, and exports all respect that scope automatically.

Access is set separately for each analytics module, so you can give a treasurer the financial dashboard, a communications manager the engagement dashboard, and a membership officer the membership dashboard without opening all three to everyone.

Audit logs record who generated or downloaded which report, when, and from which IP address, whether it came from a saved query or from Ask Orgo. Exports are logged the same way, and large exports of sensitive data trigger a warning prompt.

Admins can view the platform exactly as a given member or permission level sees it, which is the quickest way to confirm a chapter leader sees their own chapter's figures and nothing more.

“With an organization of 8,000 members and more than 80 chapters coordinated almost exclusively by volunteers, Orgo is at the heart of our digitisation process, allowing us to focus on our mission - learning by doing, nature, and personal development.”

Photo of Andrei Avram

Andrei Avram

President, Romanian Scouts

Community analytics FAQ

Orgo has four analytics modules. Membership covers new members, active and inactive members, paying members, signups and exits, fee types, user types, and age distribution. Financial covers total, recurring, and donation revenue, plus per-campaign and per-event revenue. Engagement covers logins, emails sent, discussions, posts, comments, reactions, newsletter subscribers, and top event attendees. Geographic maps member distribution by country, county, and town. All four filter by any custom period.

Yes. Every dashboard carries a chapter filter, so national leadership can move between the aggregate picture and one chapter. Permissions also have an optional middle level, a parent chapter grouping several chapters into a region or district, and an admin at that level sees the aggregate for every chapter beneath them. See multi-chapter management for how that structure is set up.

Yes. A chapter admin gets the same dashboards restricted to their own chapter's data, and can filter and export their chapter's member and payment records. Saved queries and Ask Orgo apply the same scope, so a chapter-level admin running a report gets only their own chapter's rows back.

Two ways. Describe the report you need once and it is built as a saved database query that re-runs against live data each time you open it, with CSV export. Or use Ask Orgo to ask the question in plain language and save the answer as a reusable report. Organizations moving from systems built around saved searches usually replace them with saved queries.

No. Ask Orgo queries your database in natural language without sending data to external LLM providers. Every question it answers is recorded in the audit log alongside the reports it generates.

Orgo does not ship a dedicated BI connector, but it does not need to hold your data hostage either. Create a read-only API token scoped for reporting and point your BI tool at the REST API, which covers nearly the whole platform. CSV export is available on every module, and scheduled database dumps can be arranged for organizations that keep a data warehouse.

CSV export runs throughout the platform: members and contacts, payments and financial transactions for a period, event attendance with registration form columns, course enrollments, vote collection results, and saved query results. Invoices, membership documents, and the annual report generate as PDFs. Full database export and full API access are available at any time.

Analytics access is set per module, so a treasurer can have the financial dashboard while a communications manager has the engagement dashboard. Each role is scoped to the whole organization, a parent chapter, or a single chapter. Separately, any analytics module can be made visible to all members. Orgo began as a transparency request from members who wanted equal access to their organization's figures.

Yes. Activity across a chosen period aggregates into an annual report that renders as a PDF, with configurable KPIs. Statistical reports covering event types and age groups are configurable per market, which is how youth organizations meet yearly reporting obligations to a ministry of education. The data comes from fields recorded on each event during the year, so nothing has to be reconstructed at year end.

See your engagement data in Orgo's dashboards

  1. 1 Pick a 30-minute slot. You talk to the people who built Orgo, not an account executive working from a script.
  2. 2 We set up Orgo on your real organization during the call and build the dashboards against the member activity you actually track.
  3. 3 You keep the sandbox to evaluate with your team, plus a written plan for migrating the data you already have.
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