Organization (Dashboard) Introduction

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Your dashboard is your primary landing environment for management of your organization and your opportunities.  Your dashboard is built to provide simple stats and links for the items you need most in managing your directory of opportunities.  

Here’s what you can see:

Stats

  • How many upcoming trips (published)
  • How many past opportunities (archived)
  • How many registration approvals (pending/waiting for a response)
  • How many fans following 
  • How many unique visitors 

Invite Participants

  • Quick link URL to copy and paste to send out to your community 

Upcoming Opportunties 

  • Post New Opportunity button
  • View all upcoming Opportunities (click on event name to view all details)
  • Actions: Manage Opportunity, View Opportunity Page, Clone this Opportunity, Cancel this Opportunity 

Past Opportunities

  • View Past Opportunities
  • View all past Opportunities (click on event name to view all details)
  • Actions: Manage Opportunity, View Opportunity Page, Clone this Opportunity, Cancel this Opportunity 

You can learn more about managing each of your individual opportunities here.

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Organization (Organization Reports) Introduction
Reports and data are important to all of us in our leadership role and as we build better strategies for the future.  We sat down with a number of board members from organizations to initially build the framework for reports so that the data provided would be helpful to show impact and reach.  Let’s unpack these reports. How to generate a report Select the report you wish to generate Select the date range for the report (cumulative - entire ServiceReef history, this Quarter, this Year, Custom date range) Select audience (your organization, your organization combined with your partner organizations, or entire constituency) Click “Generate Report" The Stats Report View global impact of your organization (zoom in and out as you please) Total participants  Total opportunities posted Total organization fans Total new participants (this period of time) Total countries reached Total profile visitors The Participant Sketch Report Quantity of participants per age group Interests by age group The Trends Report Frequency of opportunities (event date and registrations) Stories shared Site traffic Retention (new attendees, repeat attendees, lapsed attendees) The Participant Feedback Report Quantity of Stories Shared Quantity of Surveys Taken Survey Score Average All Feedback Comments The Finance Report Total Raised through ServiceReef Total Raised in Opportunities Total Direct Donations to Organization  Total Manually Entered Donations Total Cumulative Donations  Donation Trends Top Donation Origins by State Top Fundraised Events Remember to keep in the mind the date range of the report you are viewing - this is noted in the top left corner.