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For adminsReportsBuilding & pinning a report

Building & pinning a report

Custom report from any dataset CartonCrew exposes (Requests, Events, Volunteers, Engagements, …), saved for re-use, optionally pinned on your dashboard.

Who this is for: Editor / Admin / Owner.

Steps

  1. Open Reports.
  2. Click New report.
  3. Pick a Dataset (e.g. Requests).
  4. Chart type: Bar, Line, Pie, Number, Map. Map plots aggregated locations with bubble size = count.
  5. Group by: a time column (with a bucket — day / week / month / year) or a category column.
  6. Breakdown (optional): a second category to split each group by.
  7. Measure: usually count, sometimes sum of <column>.
  8. Filters: e.g. date range, status.
  9. Add a Name + optional Description.
  10. Tick Pin to dashboard if you want it on the home page.
  11. Save.

What you’ll see

Interactive demo — coming soonBuild and pin a reportRecorder brief: D5 — Build + pin a custom report. Requests dataset → group by month → switch type to Map → pin → return to dashboard.

Common issues

  • Report is empty — filters too tight, or no data yet for the chosen group-by. Widen the date range.
  • Map shows nothing but I have requests — those requests have no latitude/longitude yet. Click Backfill geocoding in the Map’s empty-state; this geocodes existing rows in batches of 50.
  • Number shows weird decimals — switch chart_type to Number; default count is integer.

Last updated: 2026-06-01 · Applies to: CartonCrew v1.54+

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