Understanding Impact Hub Report Building

Impact Hub report building focuses on turning Apricot data into dashboards and reports that are easy to explore and share. This process is designed to help organizations move from raw data to clear insights without relying on manual exports or complex workarounds.

Report building in Impact Hub happens in Builder, the area where Authors create and customize dashboards. Builder uses datasets generated from Apricot Data Standards, which means the data you work with is already structured and prepared for reporting. Instead of deciding how to assemble data from scratch, report authors can focus on analysis, layout, and interpretation.

Before you can build reports, your Apricot site must be connected to Impact Hub and at least one dataset must be available. Each dataset represents a published Apricot Data Standard and includes the forms, fields, and metadata needed to support consistent reporting. New and updated data is synced into Impact Hub on a regular schedule, so reports stay current as data changes.

When building a report, Authors select one or more datasets and use Builder tools to create visuals such as charts, tables, and key metrics. Builder supports filtering, grouping, and aggregation so you can answer common reporting questions, compare results, and explore trends. Layout planning is an important part of this process, helping ensure dashboards are clear, readable, and aligned with their purpose.

Once a dashboard is complete, it can be validated and published. Publishing makes the dashboard available to other users based on their access and roles. Published dashboards update automatically as new data is synced, reducing the need for ongoing maintenance.

The articles below walk through each stage of report building in more detail, from navigating Builder to creating, validating, and publishing dashboards.