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For adminsOrganization InsightsBuilding & pinning a report

Building & pinning a report

A custom report is a saved chart over one dataset CartonCrew exposes to your organization — Requests, Events, Volunteers, Expenses for an Ops organization; Artworks, Exhibitions, Class bookings, Sales, Register sales, Register discounts, Register refunds, Patrons (plus Events and Volunteers) for a Studio gallery. You can pin it to the dashboard. Gallery datasets and the five starter reports are described in Gallery datasets.

Who this is for: Owners and Admins, and anyone an Owner or Admin has granted the Organization Insights capability. The Organization Insights extension must be on.

Steps

The builder opens in a window titled New report: the settings are on the left and a live Preview of the chart is on the right, updating as you change them.

  1. Open Organization Insights in the sidebar.
  2. Click + New report.
  3. Type a Name (required), and optionally a Description (optional) — a one-line note for your team.
  4. Under Data, pick a Dataset. The list shows only the datasets your organization can hold; a gallery dataset is there only while its extension is on, and Events and Volunteers only while Event Manager and Volunteer Manager are on.
  5. Group by: choose Time or Category, then the column. For Time, also pick the bucket — per day, week, month, quarter or year.
  6. Breakdown (optional): a second category that splits each group into stacked series (for a pie chart, the breakdown becomes the slices). Leave it on — none — for a single series.
  7. Measure: what each bar or point counts. The choices are the dataset’s own — for Requests: Number of requests, Total items requested, or Average items per request.
  8. From / To: an optional date range. This is the only filter the builder has.
  9. Chart type: Bar, Line, Pie, Number or Map. Map is offered only on the Requests dataset; it drops one bubble per location, sized by request count, and hides Group by, Breakdown and Measure (only the date range applies).
  10. Tick Pin to home dashboard if you want it on the dashboard.
  11. Click Save report.

The report joins the grid on the Organization Insights page, where each card has ☆ Pin (or ★ Pinned), Edit and Delete. Edit reopens the same builder, where the button reads Save changes. Someone who can read reports but not build them (for example a Treasurer without the Organization Insights capability) sees the cards without these buttons.

Totals count every row of the dataset, however many there are. When a chart has more groups than it can draw (more than 100), the card says Showing the top 100 of N groups. Totals include every row. A Number tile over an average measure shows the average across every row and is labeled Average.

Pinning and unpinning

Click ☆ Pin on a report’s card to pin it — it takes effect at once, with no save — and click ★ Pinned to unpin it. Ticking or clearing Pin to home dashboard in the builder does the same when you save. Pinned reports appear on the Dashboard under Pinned reports, with a Manage in Organization Insights → link. Edit on a pinned report there opens that report’s builder in Organization Insights.

Getting a report as a PDF

There is no PDF button on the Organization Insights page. Open Reports Manager (the Reports Manager extension must be on), choose the Saved reports source, tick the report and click Generate PDF. The PDF carries the report’s data table, not the chart — see Reports Manager. In Reports Manager, Format also offers CSV and Excel: the same data table as a spreadsheet (a Map report has no table and stays PDF only).

What you’ll see

Common issues

  • Report is empty — the date range is too tight, or there is no data yet for the chosen group. Widen or clear From / To.
  • “Report name is required.” — the Name box is empty; Save report does nothing until it has one.
  • Map shows nothing but I have requests — those requests have no latitude/longitude yet. The map says No geocoded requests yet; click Backfill existing rows there. Each click geocodes up to 50 requests, then reports how many are still missing — click again to keep going. See Map reports.
  • Organization Insights is not in my sidebar — you need the Organization Insights capability (or to be an Owner or Admin), and the Organization Insights extension must be on.

Last updated: 2026-09-25 · Applies to: CartonCrew v1.54+

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