alumni_lookup

Feature 8: Reporting & Insights (Phase 6)

⚠️ PLANNING DOCUMENT - This describes features that are NOT YET IMPLEMENTED.

Phase: This feature is planned for Phase 6 of Champion Portal development.


Overview

Reporting enables the Engagement Team to understand Champion engagement and measure program health.

Aligns with the Alumni Engagement Ecosystem’s “Observe → Engage → Contribute → Lead.”


Report Categories

8.1 Champion Metrics

Metric Description Breakdown
Total Champions All registered Champions By region, by role
Active Users Logged in within period Monthly, weekly
New Registrations New accounts By period, by region
Verification Rate Approved / Total registered By period
Profile Completeness Average completion % By region

8.2 Engagement Metrics

Metric Description
Discussion Posts Posts created
Discussion Comments Comments created
Event Submissions Events submitted
Story Submissions Stories submitted
Directory Searches Profile views/searches
Mentor Signups Mentor program participation

8.3 Role Participation

Role Metric
Community Builders % active, events organized
Connection Advisors % active, connections made
Digital Ambassadors % active, stories submitted
Generous Givers % active, donations (if trackable)

8.4 Region Engagement Health

“Region Health Score” composite metric:

Factor Weight Calculation
Active Champions 25% % logged in last 30 days
Event Activity 25% Events submitted/hosted
Discussion Activity 25% Posts + comments per Champion
New Growth 15% New registrations
CLC Engagement 10% CLC login frequency

Dashboard Views

Engagement Team Dashboard

┌─────────────────────────────────────────────────────────────┐
│ Champion Portal - Admin Dashboard                           │
├─────────────────────────────────────────────────────────────┤
│ Quick Stats (Last 30 Days)                                  │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐            │
│ │  1,234  │ │   456   │ │   78    │ │   23    │            │
│ │Champions│ │ Active  │ │  New    │ │ Events  │            │
│ └─────────┘ └─────────┘ └─────────┘ └─────────┘            │
├─────────────────────────────────────────────────────────────┤
│ Region Health                                               │
│ Nashville ████████████████████░░░░ 82%                     │
│ Atlanta   █████████████████░░░░░░░ 71%                     │
│ Dallas    ████████████░░░░░░░░░░░░ 54%                     │
│ [View All Regions]                                          │
├─────────────────────────────────────────────────────────────┤
│ Recent Activity                          [Export Report]    │
│ • 12 new Champions this week                               │
│ • 8 events pending approval                                │
│ • 3 posts flagged for review                               │
└─────────────────────────────────────────────────────────────┘

CLC Regional Dashboard

┌─────────────────────────────────────────────────────────────┐
│ Nashville Region - CLC Dashboard                            │
├─────────────────────────────────────────────────────────────┤
│ Your Region (Last 30 Days)                                  │
│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐            │
│ │   234   │ │   89    │ │   12    │ │    5    │            │
│ │Champions│ │ Active  │ │  New    │ │ Events  │            │
│ └─────────┘ └─────────┘ └─────────┘ └─────────┘            │
├─────────────────────────────────────────────────────────────┤
│ Champion Roles in Your Region                               │
│ Community Builders ████████████ 45                         │
│ Connection Advisors ████████ 32                            │
│ Digital Ambassadors █████ 21                               │
│ Generous Givers ████████████████ 67                        │
├─────────────────────────────────────────────────────────────┤
│ Discussion Activity                                         │
│ Posts: 23  Comments: 89  Reactions: 156                    │
└─────────────────────────────────────────────────────────────┘

Report Generation

Standard Reports

Report Schedule Recipients
Weekly Summary Monday AM Engagement Team
Monthly Metrics 1st of month Engagement Team, CLCs
Quarterly Review End of quarter Leadership

Export Options

Custom Reports

Build custom reports with:


Automated Recognition Triggers

Identify Champions who deserve recognition:

Trigger Threshold Action
Active Contributor 5+ posts in month Recognition badge
Event Organizer 3+ events Recognition badge
Story Teller 2+ stories published Recognition badge
Consistent Engager Login 20+ days/month Recognition badge
Mentor Champion Active mentor for 6 months Special recognition

Data Sources

Internal Data

External Data (Future Integration)


Privacy Considerations

Aggregation Rules

Data Retention


Technical Notes

Analytics Implementation Options

Option A: Custom Rails Dashboard

Option B: BI Tool Integration

Option C: Hybrid

Recommendation: Start with custom Rails dashboard, add BI tool as data grows.

Sample Query

# Region health score calculation
class RegionHealthService
  def initialize(region)
    @region = region
  end
  
  def calculate
    {
      active_rate: active_champion_rate,
      event_activity: event_activity_score,
      discussion_activity: discussion_activity_score,
      growth_rate: new_registration_rate,
      clc_engagement: clc_engagement_score,
      overall: weighted_score
    }
  end
  
  private
  
  def active_champion_rate
    active = @region.champions.where('last_login_at > ?', 30.days.ago).count
    total = @region.champions.count
    (active.to_f / total * 100).round(1)
  end
  
  # ... other calculations
end