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.

Exporting Chart Data
Each chart includes an Export Data link at the bottom. Clicking this downloads a CSV file containing:

• A summary of the data shown in the chart
• A detailed list of individual members with the relevant information

For example, the Age Profile export includes the count per age bracket plus a full member list with names, dates of birth, and ages. The Event Attendance export shows attendance percentages per event plus a matrix of which members attended or did not attend each event over the last 12 months.

Downloaded files are named with your Lodge name and number for easy identification (e.g. Demo Lodge 1234 - Age Profile Report.csv).

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.