Generating Reports

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.

Report Sections

Reports are built from modular sections. Toggle each section on or off in the Report Sections panel before generating:

• Executive Summary: High-level KPIs (active members, matches, goal completion, meeting cadence)
• Program Pipeline: Member funnel: invited, joined, matched, invitation acceptance rate
• Match Performance: Match success/failure/dropout rates, average duration
• Meeting Activity: Total meetings, attendance rate, average meetings per match
• Goal Progress: Completion rate, average completion time, stalled/abandoned goals
• Engagement Metrics: Message volume, meeting frequency, days between interactions
• Mentor Utilization: Mentor capacity usage, mentee wait times
• Diversity & Inclusion: Cross-functional match percentage, department distribution. This section is listed only when DEI tracking is on (Growth plan and above).
• Retention (Directional): Participant retention vs. your admin-entered baseline attrition rate. See Retention & Attrition Baseline for how to set the baseline and read this section honestly.

Generating a Report

1. Navigate to the Reports page and stay on the Generate Report tab.
2. Choose a date range from the dropdown: Last 7 days, Last 30 days, Last 90 days, Last calendar month, Last calendar quarter, or 12 months.
3. Toggle the Report Sections you want to include. The Report Preview updates in real time, showing section count and estimated page length.
4. Click Generate PDF, Export CSV, or Export Markdown to download in your preferred format. The download starts when generation finishes, and you can find the report again later in the History tab.

To reuse a setup, click Save configuration, name it, and load it later from the Preset dropdown.

Scheduling Reports

On the Growth plan and above, use the Schedules tab to set up reports that generate automatically and land in inboxes on a recurring basis:

1. Open the Schedules tab and click New Schedule.
2. Give the schedule a Name (e.g. "Weekly Executive Summary").
3. Choose a Frequency: Weekly (Mondays at 9 AM) or Monthly (1st at 9 AM).
4. Choose the Sections to include.
5. Add Recipients. Search for members or admins in your organization, or type external email addresses (comma-separated).
6. Save. The report is generated and emailed on that cadence until you delete the schedule. You can also switch a schedule off and on without deleting it. Up to 10 schedules can be active at once.

Past reports are available under the History tab.

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.