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[VIDEO] How to Use the Reports Feature in Boardable

Nonprofit boards tend to be comprised of a busy group of volunteers. It can be easy to let the days and months slide without checking in to see how the board is performing. Similarly, individual board members need to monitor their personal board performance metrics. With the Reporting feature from Boardable, customers are able to run reports on a variety of board activities.

Here is a short video on how the Reporting feature works.

 

There are many metrics that can be run in the Reports feature:

  • Attendance, based on individuals, meetings, or groups
  • Task completion, by individual
  • Meeting preparation, document downloads by individual, and RSVPs
  • Polls and Voting, by individual
  • Goals reporting, by group

The reporting feature can be run on a range of time frames. Whether you’re interested in looking into the past 30 days, 90 days, year, or “all time” since beginning with Boardable, admins can gain insight into all aspects of the organization’s activity. Customers on the Professional or Enterprise plans can run unlimited reports since the beginning of their Boardable use. Those on the Essentials plan can run reports on all these metrics for the last 30 or 90 days.

By simply and efficiently documenting the state of various areas of operation, a nonprofit board can help the organization be more effective than ever. Is attendance declining over time? Has individual task or pool completion faltered? Armed with the knowledge needed to grasp these trends, boards can be more proactive about efficiency and productivity.

For more information on how to use the Reports feature, visit the Help Center.

 

RELATED: [VIDEO] How to Use Boardable’s Goal Feature


Interested in how to make your board of directors more productive through the effective use of technology? Boardable is a software platform that centralizes all communication between you and your board. Find the best meeting times, securely store all of your documents, archive discussion threads and more—all in one board portal. Click below to schedule a demo with a member of our Boardable team.

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Try the Reports feature for yourself.