Reports & Analytics Dashboard Guide

Target Role: Organization Admins & Partner Admins

Reporting dashboards are accessible under Admin Panel > Reports.

Overview

Dream Center Connect provides reporting dashboards tailored to administrative roles. Dashboards aggregate operational metrics, volunteer shift tracking, constituent intake trends, and community impact.

---

1. Role Scoping Nuances

Reporting capabilities automatically adapt based on your assigned administrative role:

graph TD
    User["Admin User"] --> Scoping{"Role Scoping"}
    Scoping -->|org_admin| OrgScope["Organization Admin Scope"]
    Scoping -->|partner_admin| PartnerScope["Partner Admin Scope"]

    OrgScope --> OrgMetrics["Global Platform View: Multi-site aggregates, cross-partner SLAs, and board briefing exports"]
    PartnerScope --> PartnerMetrics["Location View: Site-specific shift ledgers, local intake counts, and facility SLA metrics"]

Operational Nuance	Organization Admin	Partner Admin
Data Scope	Global Platform (All affiliate partner locations across the network)	Single Location (Restricted to the admin’s assigned partner site)
Location Filtering	Can filter metrics globally or select individual partner sites	Automatically locked to their designated partner location
Export Scope	Network-wide CSV ledgers & Executive Board Briefing PDF packages	Location-specific CSV ledgers & Partner PDF summary reports

---

2. Navigating the Dashboard

1. Log into the Admin Panel and select the Reports tab.
2. Set Date Range: Use the date range dropdown at the top right to select your reporting window (This Week, This Month, or Custom Date Range).
3. Switch Views: Use the internal dashboard tabs to navigate reporting categories:
   • Overview: High-level KPIs, active shift counts, and operational turnaround times.
   • Constituent Demographics: Age distributions, household sizes, and intake trends.
   • Volunteer Hours Ledger: Real-time shift records, active check-ins, and reconciled hours.
   • Grant & Mission Impact: Summary metrics compiled for board briefings and grant applications.

---

3. Exporting Dashboards & Reports

To export reports for external sharing, board meetings, or grant auditing:

1. Click the Export Reports button in the top right corner of the dashboard.
2. Select your desired export format in the modal:

Export Format Options

• CSV Data Ledgers: Downloads raw, unaggregated .csv spreadsheet files (e.g. Volunteer Hours Ledger, Shared Needs List, Constituent Intake Ledger). Ideal for custom Excel analysis or audit submissions.
• Executive PDF Package: Generates a formatted, multi-page .pdf briefing document containing summary charts, KPI cards, and board-ready metric breakdowns.