Skip to main content
All CollectionsPlinth for Community Groups/Charities
Insights and reporting on your data
Insights and reporting on your data
Tom Neill avatar
Written by Tom Neill
Updated over a week ago

Once you've got all your information on plinth, you'll want to do something with it.

Fortunately, we've made pulling out key insights and compiling reports for your funders incredibly quick and easy. You might even find it fun. In this guide we'll go through step-by-step the kinds of things you can achieve with plinth's new Insights platform.

We'll split this into a few main categories:

Basic reporting to funders:

We know how much of a pain reporting to funders and commissioners can be. With our insights, you can fill out all the basic numbers you'll need for a grant application form or for a monitoring report (don't worry, we'll get to the more fun stuff later on):

Measuring attendances:

You can get information on the number of attendances for a time period (e.g. the past year, the past 6 months or a custom range like a half term). This means if someone turns up every day for a year, they will count 365 times.

A graph showing attendance over time

Measuring "Active Users"

If you want to know the total number of people you have worked with, you can get that graph too. In this report, if the same person turns up every day for a year, they will only count once in the total.

Demographics

All of the reports can be grouped by demographic information (for more information about how to create these demographic fields, see here). This allows you to see how your demographics look over time, and also across the whole time period:

Getting the raw numbers

All of these graphs have an option for a "Table view":

Table view of gender over time

They also have the option to export the data to Excel:

Because we like to show off, if you pick "Table with chart", the Excel download will come pre-formatted as both a Table and Chart (though it doesn't look as nice as the graphs on plinth):

Graph export to Excel

More interesting reporting:

You can go a bit further than "bums on seats" data. If you are collecting outcomes, recording postcodes or using tags on plinth, you can get numbers on these in the same way.

Geography (fun maps)

The most basic map is just a simple plot of all the postcodes people travel from. This is nice and helpful to get a quick overview, though not great if you have trypophobia.

Map of postcodes

If you want more practical numbers, like if you're applying to funding from a particular Local Authority, or looking for CIL/Section 106 money restricted to a specific ward, you can also get both of these:

Ward heatmap

If you want to take it a step further, just like on the graphs over time, you can group by demographics on maps. Here's an example grouping by Free School Meal status:

Ward grouped by FSM

To do this, you just need to choose the option to "group by" a demographic:

If you want have even more fun, try pressing the buttons in the top left of this map.

Tags:

If you use the tags on plinth, you can also group any of these reports by tags. For example, this is showing Active Users on a Pie Chart grouped by tag:

Outcomes:

If you are using outcomes, you can do exactly the same with these. For example, you can count the number of people who have "Accessed Employment" or get a Pie Chart of "On 1-7 scale, how confident would you say you are?":


Applying filters:

If you run lots of different projects, with lots of different target audiences, with many different funders, you'll probably need to be able to run reports with lots of custom filters. Don't worry, we've made this nice and easy for you.

You can filter every report by:

  • Date

  • All custom demographic fields

  • Tags

  • Region (e.g. people who live in a particular borough/ward)

  • Outcomes

  • Venue

  • Any combination of the above (e.g. "people who live in West Lindsey and have attended a session tagged with "Yoga")

You can set these up in 2 places. Either on the 3rd section of the set-up wizard:

Or when you are viewing the graph/map/table by clicking on "Add Filter":


Finding information about individuals

Numbers are great, but people aren't just statistics. On each report, you can find out exactly which people make up those numbers, at the click of a button. Whenever you're on a map, bar chart or pie chart, if you click the month/group/area you are interested in, you'll get a popup with a table of the names and details of the people:

Showing the popup user side bar

In this table, you can customise the columns you want to appear (e.g. to show phone numbers, emergency contact details, or any of the fields you've created). You can also filter and export the table direct into Excel:

If you click on the name of the person, this is also a quick link to their profile page on plinth.


Saving reports for later

It's pretty quick and easy to create a new report. But, if you have a more complicated report you need to create, with lots of custom filters, you can save this report so you can come back to it easily later.

To do this, you just need to click on the floppy disk symbol on the left, and then name and categories this report:

Once you've saved a report, it will show up on the first page of the Reporting platform:

You can click on the report in the list to view a preview, or double click to jump straight to the full report.


We hope you find this helpful! If you've got any suggestions or ideas for other ways of reporting you would find useful or interesting, please let us know.

Did this answer your question?