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ModulesOrganization InsightsBuilding a report

Building a report

The same flow as admin → Building & pinning, for the modules-side reader.

Who this is for: Owners and Admins, and anyone granted the Organization Insights capability (reports_manage). The Organization Insights extension must be on.

Steps

The builder opens in a window titled New report, with the settings on the left and a live Preview on the right.

  1. Organization Insights in the sidebar → + New report.
  2. Name (required) and Description (optional).
  3. Dataset (under Data) — the list is per organization. Ops: Requests, Events, Volunteers, Expenses. Studio gallery: Artworks, Exhibitions, Class bookings, Sales, Register sales, Register discounts, Register refunds, Patrons, Events, Volunteers — each gallery dataset appears only while its extension is on (see Gallery datasets), and Events and Volunteers only while Event Manager and Volunteer Manager are on.
  4. Group by — Time (a date column, bucketed per day, week, month, quarter or year) or Category (a category column).
  5. Breakdown (optional) — a second category that splits each group into stacked series; for a pie chart it becomes the slices.
  6. Measure — the dataset’s own measures: a count (for example Number of requests), and for numeric columns a total or an average (Total items requested, Total list price, Booking revenue, Sales total, Gallery commission, …).
  7. From / To — an optional date range, the builder’s only filter.
  8. Chart type — Bar / Line / Pie / Number / Map. Map is offered on the Requests dataset only, and uses only the date range. Number shows the measure over every matching row: Total for a count or total, Average (the average of all rows) for an average measure.
  9. Pin to home dashboard (checkbox).
  10. Save report (Save changes when editing).

Patron reports. A chart here cannot list patrons by name. For top patrons or sales per patron, use Reports Manager → New report → Start from a starter report → Top patrons, or the Patron column on the Sales or Register sales data.

What you’ll see

Common issues

  • “Showing the top 100 of N groups. Totals include every row.” — every figure counts all matching rows; a chart draws at most 100 groups and 12 breakdown series, and says so when it leaves some off. Group by something coarser or narrow From / To to see them all.
  • No + New report, Pin, Edit or Delete — you can read reports but not build them (for example a Treasurer without the Organization Insights capability). An Owner or Admin ticks Organization Insights on your row in Settings → Organization → Users.
  • Empty preview — the date range is too narrow or there is no data in the chosen group; widen or clear From / To.
  • “The … dataset is not available to this organization” — the dataset belongs to the other vertical (a gallery cannot report on Requests; an Ops organization cannot report on Artworks). Pick one the builder lists.
  • A saved report says its dataset is not available — the dataset’s owning extension was turned off under Settings → Extensions; an Owner can turn it back on and the report runs again.
  • Map bubbles cluster in the wrong place — the rows were geocoded to a city (not the exact address). See Map reports.

Last updated: 2026-09-25 · Applies to: CartonCrew v1.56+

OverviewPinning to dashboard