How to Use the Admin Insights & Exports Dashboard

Admins can use Insights & Exports to review engagement across their organisation or within a single program, and to download the underlying data. This article covers finding your way around, setting your date range, reading a metric, and exporting.

Who can use it?

What you see depends on your role.

Owners: Both Organisation and Programs under Insights and under Exports.
Program Admins and Support Admins: Programs only, limited to the programs they're assigned to. The Organisation views are not available.

Opening the dashboard

Select Admin in the left-hand menu
Select Insights & Exports

Finding your way around

The left-hand panel groups everything into three sections.

Insights. Organisation for cross-program metrics and trends, Programs for one program at a time
AI Insights. Summaries and Chat insights, the AI-generated reports
Exports. Organisation and Programs, for downloading your data

Organisation and Programs are separate views rather than one view with a filter. Start with Organisation for the whole picture, then switch to Programs to look at a single program in detail.

Setting your date range

The date range applies to every figure on the page. Choose from the options across the top:

All Time
3M and 6M for the last three or six months
WTD and MTD for week to date and month to date
YTD for year to date
The current calendar year
Custom for a specific range

To compare against the same period a year earlier, select vs Previous Year. The previous year's figures appear as a dashed line across every trend chart, and each metric shows the change against it.

Choosing a program

On Programs, use the program selector at the top right to choose which program you're looking at. The program's name appears as the heading so you always know what you're reading.

If you're a Program Admin assigned to a single program, that program is selected for you.

Reading a metric

Each metric appears as a card showing the current figure, the change against the comparison period, and a trend line.

The percentage change appears in green where the figure has risen and red where it has fallen, alongside the figure it's being compared against.
The information icon on a card explains exactly what that metric counts. Check it before quoting a figure in a report.
Collapse a section using the arrow beside its heading to keep long pages readable.

If a figure differs from what you were expecting, the definition usually explains it. Chat metrics count conversation between people rather than automated notices, and organisation figures cover your active programs.

What each section covers

On Organisation:

Platform metrics. New users, new admins, internal programs, external programs, external program views and viewers, active users, active admins, and average platform returns per user

On Programs:

Users & engagement. Total members, total supporters, new members, new supporters, active members, active supporters, and return rate
Sessions and events. Private sessions, group sessions and events for the selected program
Chats. Separate sections for private, group, event and program-wide chats, each showing conversations, messages, unique senders, views and reactions
Resources. Total resources, with unique and total views and downloads

Exporting your data

Under Exports, select Organisation or Programs
Choose the report you need
Download the file

Organisation-level exports download as a zip file, matching how program-level exports already work. All reports export as CSV.

Tips

Set your date range before reading anything, because every figure on the page depends on it
Use vs Previous Year for semester-to-semester reporting rather than comparing two custom ranges by hand
Check a metric's information icon before quoting it in a report, so you know what it includes
If a figure differs from one you've reported before, check the information icon first. The dashboard is more specific about what it counts than the pages it replaces.
Program Admins assigned to more than one program should check which program is selected before reading