Advanced Reports is the canvas
Tables, summaries, charts, pivots. Filters: case type, status, employer, agreement, assignee, dates — and the same idea on membership and dues.
By Need
Reports and union intelligence
The executive should walk counts that come from the records already in use — not a monthly rebuild from five exports.
Union Software is built for the collective bargaining economy — the local, the unit, the hall, the board — not for an employer HR stack. Intelligence here is live records, filtered the way the local is structured, drilled to the source.
How the week runs in the software
Advanced Reports builds membership, cases, dues, bargaining, and hall views from the records already in use. A challenged number opens the file.
The software answers how many members, whose cases are overdue, the dues position, and where the round stands, without a Wednesday rebuild.
How Union Software helps
The number opens the file
Cases, People, Finance, Bargaining, Hiring Hall.
Structure is a filter
Unit, worksite, employer. Multi-unit is not three workbooks.
Permissions still apply
A board pack can be counts. Sensitive notes stay in the case.
Saved views are the continuity
Next month starts from this month’s filters. This is not “analytics.” It is the pack.
Thursday’s board pack
Officers arrived with different numbers. The Recording Secretary needs one set to attach.
Open a leadership view: membership counts, open cases, dues position, round progress.
Drill any total that looks wrong into the source list.
Align the verbal reports to those same filters.
Save the views for the notice and the minutes.
Search Advanced Reports
ACLeadership report · This month
Open cases, dues, and bargaining
Build tables, summaries, charts, and pivots, then drill through to the case list.
All records This month All teams
How the software handles it
Workload with assignees
Advanced Reports counts cases and keeps the assigned person on the row.
- Build the view.
- Keep assignees.
- Open a challenged case.
- Do not show a chart with no owner.
One reporting period
People and Finance & Dues feed the same period.
- Pick the period.
- Read membership and dues.
- Keep supporting lines.
- Do not export two workbooks.
Saved slice
Filter by hall, unit, or local. That view is saved separately from a local-wide average.
- Set the filter.
- Read that slice.
- Open the record behind the number.
- Keep other units off that view.
Relevant products
Advanced Reports
the canvas.
People
membership counts, coverage.
Grievances & Cases
the file behind the case number.
Finance & Dues
the position behind the dues number.
Bargaining
round progress.
Hiring Hall
fill and outcomes.
Voting
certified turnout, never ballots.
Education & LMS
completion the board asked for.
Operationally ready
The executive should walk counts that come from the records already in use — not a monthly rebuild from five exports.
Get StartedQuestions they actually ask
How does a board number open a file?
Advanced Reports reads live cases, dues, membership, and bargaining. A challenged row opens that record.
Can the board see every case note?
No. Report workload and deadlines. Open the file only with the access the case already has.
How do I slice one unit or one hall?
Filter the view. A local-wide average is a different saved view.
How do dues and membership stay one period?
Finance & Dues and People feed the same reporting period. Do not export two workbooks.
Who points minutes at the pack?
The Recording Secretary points at the saved view the board saw. They do not own the report builder.