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admin·Analytics & Reports

Generating Reports

How to create and download reports on program activity

Generating Reports

The Reports page lets you generate detailed reports on your mentorship program 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.