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Advanced Reports

Build reports your union can use

Turn your data into clear, useful insights.

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A union executive committee reviewing operational information on a large wall display.
From records to decisionsGive leadership a clear answer with the source and definition attached.

0101 · The current picture

See what changed across the union.

Bring membership, case, finance, campaign, and operational measures into a leadership view with clear definitions and update times.

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Leadership overview

Union performance at a glance

Current measures across the union with definitions and sources attached.

All records This month All teams
Active members12,486+1.8% this year
Open cases14728 due soon
Dues collected98.4%Current month
Campaign reach96.8%Last 90 days
Activity over timeLast 30 days
Week 1Week 2Week 3Week 4

Executives can begin with the same current measures instead of debating whose spreadsheet is right.

More you can do

Choose the period, local, team, employer, bargaining unit, or program while keeping the underlying access rules.

0202 · Trusted questions ready

Start with reports your union has already defined.

Organize governed reports by department, audience, owner, source, and review date so staff can reuse a trusted question.

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Leadership overview

Report library

Find reviewed reports by team, source, owner, or purpose.

All records This month All teams
Active members12,486+1.8% this year
Open cases14728 due soon
Dues collected98.4%Current month
Campaign reach96.8%Last 90 days
People · All localsMonthly membership movement

Updated today

Ready
Cases · RepresentativeOpen case workload

Updated 12 minutes ago

Ready
Finance · MonthlyDues variance by employer

Updated yesterday

Review
Communications · 90 daysCampaign delivery health

Updated 1 hour ago

Ready

Teams stop rebuilding the same monthly report with slightly different totals.

More you can do

Favourite common reports, keep private working reports, and retire definitions without deleting their history.

0303 · Ask a precise question

Build the report without becoming a data analyst.

Choose a source, fields, filters, groupings, and time period, then preview the people or records included before sharing the result.

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Leadership overview

Build a report

Choose the source, fields, filters, grouping, and date range.

All records This month All teams
Active members12,486+1.8% this year
Open cases14728 due soon
Dues collected98.4%Current month
Campaign reach96.8%Last 90 days
Source2
Current workCases
AR Sep 18
Member follow-upPeople
JC Sep 19
Measure2
Current workOpen records
AR Sep 18
Member follow-upDays open
JC Sep 19
Group and filter2
Current workRepresentative
AR Sep 18
Member follow-upDue this month
JC Sep 19

Staff can answer practical questions while the system preserves permissions and definitions.

More you can do

Save tables, charts, summaries, and masked detail views. Keep report filters visible so readers understand what they are seeing.

0404 · The right report, on time

Deliver approved information without emailing loose exports.

Schedule a report for authorized leaders, publish it to a dashboard, or share a protected link that respects the viewer’s access.

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Leadership overview

Scheduled reports

Set the audience, timing, format, and access for recurring reports.

All records This month All teams
Active members12,486+1.8% this year
Open cases14728 due soon
Dues collected98.4%Current month
Campaign reach96.8%Last 90 days
NameDetailsStatus
Monthly membership movementUpdated todayPeople · All localsReady
Open case workloadUpdated 12 minutes agoCases · RepresentativeReady
Dues variance by employerUpdated yesterdayFinance · MonthlyReview
Campaign delivery healthUpdated 1 hour agoCommunications · 90 daysReady

Recurring reporting arrives on time without creating another uncontrolled copy of member or case information.

More you can do

Keep delivery history, failed runs, recipients, format, expiry, and every change to the schedule.

Built around the union

The controls leaders need before trusting a number.

Make every result understandable, current, appropriately scoped, and traceable to its source.

Cross-app reporting

Answer questions across union work.

Use governed data from People, Cases, Finance, Communications, and operations.

Clear definitions

Know what every number means.

Keep formulas, filters, sources, owners, and review dates visible.

Permission-aware results

Protect record-level detail.

Readers see only the totals and records their roles permit.

Delivery history

Keep reporting accountable.

Track scheduled runs, recipients, failures, downloads, and changes.

One system. Current union records.

Report from the work already happening in Union Software.

Use current operational records as the source, preserve their permissions, and keep each measure tied to a definition leaders can review.

Advanced ReportsThe working record
PeopleMembership measures
CasesRepresentation workload
FinanceDues and budgets
CommunicationsCampaign delivery

Start with one leadership question

Replace the monthly merge with a governed report.

Choose a trusted source, define the measure, and give the right leaders a current answer.