Reports
Every table you are currently building by hand.
Filterable, sortable, exportable reports drawn from any connected source at once. Members, commerce, learning, events, community, and gamification, in one table rather than six.
The intelligence loop
Unify
>
Summarize
>
Investigate
>
Intervene
The export-and-reconcile problem
Available now as custom development.
What you can report on
Everything available to you.
Any connected source, filtered and combined in a single table.
WordPress and CRM
Members
- Profile fields, roles, and membership type
- Every CRM tag applied or absent
- Signup date, last login, days inactive
- Team, cohort, and seat assignment
WooCommerce
Commerce
- Orders, refunds, and lifetime value
- Subscription state, renewals, and lapses
- Product and course purchases
- Failed payments and recovery status
LMS
Learning
- Course, module, and lesson completion
- Quiz scores and attempt counts
- Time enrolled and progress percentage
- Where learners are getting stuck
GAME and community
Engagement
- Points by type, levels, achievements, streaks
- Posts, replies, messages, and group membership
- Scorecard entries and goal completion
- Challenge participation and results
Attendance
Events
- RSVP versus actual attendance
- Percentage of session watched
- Replay views
- Group and cohort turnout
Reading it
Controls
- Filter on any field across any source
- Sort by any column
- Date ranges, rolling or fixed
- Export to CSV for a board pack or a spreadsheet
- Save a report and rerun it rather than rebuilding it
Worked example
A question you cannot currently answer
Which paying members completed the course but never posted. Six sources, one table, no spreadsheet.
Report: engaged learners, silent members
412 rows
unify
Pull from commerce, LMS, and community at once
Subscription active, course complete, zero forum posts.
detail
Filter to members past their first 30 days
Because a new member who has not posted yet is normal, and a six month member who never has is not.
detail
Sort by lifetime value, descending
So the conversation starts with the members worth the most.
act
Export 87 rows and hand them to a coach
Or tag the segment and let a Flow handle it, which is usually better.
summary
Save the report and rerun it monthly
The work of building it happens once.
Recipes
Three you could build this afternoon.
Find the quietly valuable members
When
Only if
Then
Spot the lesson that is broken
When
Only if
Then
Reconcile access against payment
When
Only if
Then
Before you build
Three things worth knowing.
Note
Save your reports. A report you rebuild every month is a report you will stop running by March.
Note
Report on the absence of things, not just the presence. Who has not logged in, has not posted, has not started is usually the more useful list.
Note
Reports answer what happened. Progress tells you what is about to. Use both, and do not let reports become your early warning system.
The rest of rpm
Reports is one of 3 parts.
Reports
Progress
Metrics
Put Reports to work.
Tell us what you are trying to get members to do, and we will show you the Flow that does it.