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Getting started with reporting

By the end of this guide, you’ll have checked your organization’s health on the dashboard, run your first revenue summary report, and exported it — the monthly-close routine most admins repeat each month. It takes about 10 minutes.

What you’ll need

Section titled “What you’ll need”
  • An admin account with the reports:view, reports:run, and reports:export permissions (typically all included in the default Admin role).
  • At least a few members and payments in MapleGather so the numbers are meaningful.

Step 1 — Check your dashboard

Section titled “Step 1 — Check your dashboard”
  1. Sign in to MapleGather. You land on your dashboard at /admin/dashboard.
  2. Review your Rate metrics: MRR, Churn Rate, and Retention Rate give you a quick read on financial health. Members Gained/Lost/Net tells you whether membership is growing.
  3. Check Needs attention: if Overdue renewals or Outstanding invoices show a number, select the card to go straight to the filtered list of members who need follow-up.
  4. Select the ? on any rate metric card to open the methodology panel. You’ll see the exact formula MapleGather uses to calculate that metric. A detailed breakdown of member-level drill-down isn’t available yet — it’s coming in an update.
  5. The freshness note below “Dashboard” tells you when the numbers were last calculated. Dashboard metrics update nightly.

You should now see your organization’s current health metrics in one place.

Step 2 — Run a revenue summary report

Section titled “Step 2 — Run a revenue summary report”
  1. In the sidebar, select Reports. The list shows the reports set up for your organization. MapleGather doesn’t add any reports to a new organization yet, so if the page says “No reports available”, there’s no report to run.
  2. Select Run next to your revenue report.
  3. Set your date range. For a monthly close, choose the first and last day of the month you’re closing.
  4. Choose your basis by selecting Accrual or Cash:
    • Accrual counts revenue when you billed it.
    • Cash counts revenue when the payment arrived.
    • If you’re reconciling against your bank statement, use Cash.
  5. Select Run report. In a moment, a revenue-by-period table appears with a footer confirming the basis.
  6. Review the totals. If results look unexpected, see Report shows no results or wrong totals.

You should now see a revenue table for your chosen period and basis.

Step 3 — Export your report

Section titled “Step 3 — Export your report”
  1. With the report rendered, select Export in the page header.
  2. Select CSV and review the column selection; at least one exportable column must remain selected.
  3. Select Export CSV. A report of 1,000 rows or fewer downloads immediately.
  4. If the report is over 1,000 rows, the export is refused with a size message. Narrow the report filters and retry. Excel, PDF and queued email delivery are later reporting capabilities, not current options on this path.

What you’ve set up

Section titled “What you’ve set up”

You now know how to check your org’s health metrics on the dashboard, run a revenue report with the right basis, and export the results. Next, you might want to: