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admin·Analytics & Reports

Generating Reports

How to create and download reports on program activity

Mentorship programs that can't demonstrate results eventually lose funding, executive support, or both. Reports turn your program's activity into the kind of evidence that leadership and stakeholders need: concrete numbers on participation, engagement, and goal completion. Regular reporting isn't just administrative overhead; it's how you protect and grow your program's investment. The Reports page lets you generate detailed reports for stakeholders, leadership, or compliance.

Reports page
Reports page

Available Reports

MentorStack offers several report types:

  • Program Summary: High-level overview of members, matches, meetings, and goals
  • Engagement Report: Detailed breakdown of activity by member and match
  • Goal Progress: Status of all mentee goals across the program
  • Meeting Log: Complete record of scheduled and completed meetings

Generating a Report

  1. Select the report type from the dropdown.
  2. Choose a date range for the report period.
  3. Click Generate.
  4. Once ready, download as PDF or CSV.

Note

Reports are generated asynchronously. Large reports may take a few moments. You'll see a notification when they're ready.

Scheduling Reports

On paid plans, you can schedule reports to be generated automatically on a weekly or monthly basis and delivered to your email.

Tip

Use the CSV format if you need to do further analysis in a spreadsheet. PDF is better for sharing with non-technical stakeholders.

Getting the Most Out of Reports

  • Set up a monthly reporting cadence. Scheduled monthly reports to your own inbox create accountability and make it easy to spot trends you'd miss otherwise.
  • Lead with outcomes, not activity. Stakeholders care about goal completion rates and skill development, not how many messages were sent. Choose the report type that tells the outcome story.
  • Compare across time periods. A single report is informational. Two reports side by side tell a story about whether your program is improving, flat, or declining.
  • Pair reports with survey data. Quantitative reports show what happened; survey feedback explains why. Together, they give you a complete picture to present to leadership.