Other Standard Reports

To access the following reports from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other.

You can give a role access to specific standard reports, or you can allow access to all standard reports using the Can access All Reports permission.

Note: Standard reports are updated every four hours.

Tip: Long, international addresses are truncated when in the Work Address and Home Address fields.

Survey Report

The survey report provides details on each survey initiated through CSRconnect. It includes employee information, event information, survey questions, and survey answers.

This report closes the gap for surveys. The benefit of using the CSRconnect survey feature is that it’s baked into the application and includes the employee information from the HR file. It can be a stand-alone survey, or taken based on a giving and/or volunteering trigger.

You can pull one report across multiple surveys.

There is no limit to the number of questions and answers that can be reported on.

A comprehensive list of report fields and definitions is available for the Survey Report.

Custom Question Report

This report gives participant and event information for specific custom question sets within a given date range. It can be pulled for each Custom Question Set and includes employee information, questions, answers, and high-level event details including the Event ID.

This report closes the gap for clients that ask community-wide custom questions of their users during Sign Up, Create Event, and/or Record Individual Activity.

This report does not pull the answers for questions that an Event Creator might ask of their participants specifically for their event. Those can be reviewed in the Participant Export in Manage Event.

You can pull one report across multiple question sets.

A comprehensive list of report fields and definitions is available for the Custom Question Report.

CRA Participations Report

The CRA Participations Report details approved CRA participations for both team events and individual hours.

The intention of this report is only for approved and past CRA participations.

A comprehensive list of report fields and definitions is available for the CRA Participations Report.

Board Membership Report

Discover the Nonprofit boards the users in your community have aligned with. View their charity information, role, and dates served.

A comprehensive list of report fields and definitions is available for the Board Membership Report.

Group Admin Report

A comprehensive list of report fields and definitions is available for the Group Admin Report.

Active Employees Report

Use this report to review which employees in uploaded HR files registered in CSRconnect. It helps admins understand registration activity, compare registration counts to the employee population from uploaded HR files, and answer questions about when users registered.

  • The report displays historic employee references.

  • Registration status indicates whether users registered in CSRconnect. It does not indicate actions users completed after they registered.

Use the Active Employees Report to:

  • Compare how many employees registered in CSRconnect to the number of employees in the uploaded HR files.

  • Review registration activity for a specific employee.

  • Identify how many employees registered during a specific time period, such as the launch date of a program.

A comprehensive list of report fields and definitions is available for the Active Employees Report.

Voting EE Report

For use with the Voting Engagement Element. Admins can pull a report by Voting EE and see participation data including employee information and voting choices.

This report closes the gap for a voting program.

Skills Report

Use the Skills Report to review which skills employees select on their My Account page. These insights help identify popular interest areas across your organization. Community admins can use this information to tailor employees’ opportunity search experience and guide them to events that match their interests.

A comprehensive list of report fields and definitions is available for the Skills Report.

Participation Levels Report

The export allows you to report on user’s levels for your active Participation Level Programs. It includes employee information and the level the user has reached in the program.

Common User Cases / Questions Answered:

  • “How do I see who has reached each level in my Participation Level program?”

A comprehensive list of report fields and definitions is available for the Participation Levels Report.

Vetting Requests Report

For communities with Request Vetting enabled, you can pull a report showing vetting requests that have been initiated in your community. This report includes Employee information, current vetting status, vetting request details, and charity details.

Common Use Cases / Questions Answered:

  • “How do I know who is requesting charities to be vetted?”

  • “Are our international charities getting vetted?”

Tip: This report does not include all international charities being vetted, only those initiated through your community. View the Charity Vetting Status Report for additional vetting status information.

Admin Roles Report

This report provides a list of employees who are currently assigned to roles from the Manage Roles section of the CSRconnect Admin Portal. Filtering options include one role or many roles.

Use the Admin Roles Report to:

  • Review which employees have one role or multiple roles.

  • Confirm whether an admin has correct permissions before troubleshooting an issue.

  • Evaluate role combinations during user setup and audits.

For more information, see Manage Roles.

A comprehensive list of report fields and definitions is available for the Admin Roles Report.