Reports

theworkingtools.co.uk/reports

The Reports area gives you snapshots and detailed lists about your Lodge—age profile, ranks, statuses, attendance and more—plus a set of specific reports you can print or export as needed.

Dashboard Charts
On the Reports landing page you’ll see charts for:

• Age Profile of Members: Based on Dates of Birth in Member profiles; shows mean average too.
• Lodge Rank Profile: Counts of members by Rank.
• Member Statuses: Active, Resigned, Deceased, etc.
• Event Attendance: Percentage of confirmed attendance over the last 12 months.
• Member Type: Composition by joining type.

Specific Reports
Use the buttons on the right of the Reports page to open detailed reports:

• Members with a specific Role: Select a Lodge Role and see all Members with that role, whether Active or Past, including years held.
• Member’s Birthdays: Next birthday date for each member; click a row to open a member.
• Member’s Masonic Birthdays: Next anniversary of Initiation with years since; click to open Masonic tab.
• Summons Recipients: Members and Contacts marked to receive the Summons, with copy-to-clipboard email list.
• Minutes Recipients: Members and Contacts marked to receive Minutes, with copy-to-clipboard email list.
• Filter Members: Build custom member lists by status, role, dues, or tag.
• Print Upcoming Planner: Printable 90‑day outlook including Events, Reminders, and Birthdays.
• Ritual Competence: Per ceremony and ritual, shows members and their competence level.
• Attendance Report: Interactive report for attendance insights over time.
• Sharable Members List: GDPR‑aware member contacts list suitable for controlled sharing.

Tips
- Many tables are clickable; select a row to jump to the relevant Member/Contact/Role page.
- Ensure core data (DOB, Rank, Status, Joining Type) is maintained for accurate charts.