Evaluations and annual report for the club leadership

خطوة بخطوة

1. 1

   Open evaluations

   Open “Club life”, switch to “Leadership” and choose “Evaluations & reports” in “Evaluations and extracts”.

2. 2

   Choose a tab

   At the top are “Overview”, “Members”, “Activity”, “Finances” and “Annual report”. Members shows development, joins and leavers, age structure and distribution across groups.

3. 3

   Set the period

   Choose the “Period” (30 days, 90 days, 12 months, current year, previous year) and switch on “Compare with previous year” if needed. Switch the display between “Chart” and “Table”.

4. 4

   Understand small groups

   Groups of fewer than 5 people appear as “fewer than 5” or “<5”. This prevents back-calculation. With very few members the age distribution is omitted entirely.

5. 5

   Print or export the report

   On the “Annual report” tab you create the report for printing; “As CSV” downloads the figures as a table.

أخطاء شائعة وحلولها

“The figures are being calculated.”

For large organizations the evaluation is calculated overnight. Check again tomorrow morning.

“No evaluation possible yet”

Once members have joined and events take place, key figures and trends appear.

“Available with Premium.”

Activity, finances, annual report and CSV are part of Premium. The leadership books it under “Subscription & invoices”.

“Too few voluntary entries for an evaluation (at least 10 needed).”

The gender distribution shows only voluntary entries and only from 10 entries.

مقالات ذات صلة

• Create the grant report for funding applications
• Record and evaluate attendance
• Export data: member list, events and club archive