Reporting Enhancements Request: Expanded Data Fields Across Membership, Goals, Events & Budget

This is a request submitted to include additional reporting fields across multiple modules to improve analytics, accuracy of impact measurement, and financial tracking. These updates will support our BRG leads, Finance partners, and Executive sponsors by providing a more complete view of engagement, budgeting, and success metrics.

Membership Report Enhancements

Requested Additions:

• Employee ID in the monthly membership export

Reasoning:
This supports accurate reconciliation with HR data, reduces manual searches, and improves records tracking.

Goals Report Enhancements

Requested Additions:

• Goal Status

• Goals linked to each event

Reasoning:
This a better report on how events align with defined organizational/BRG goals and provides clearer visibility into progress and outcomes.

Event Report Enhancements

Requested Additions:

• Check-In QR Code Usage (Yes/No)

• Survey Responses Usage (Yes/No)

• Event NPS

• Co-host(s)

• Event Status (including Cancelled)

Reasoning:
These fields will allow users to analyze event execution patterns, measure impact, track collaboration, and understand engagement beyond attendance numbers.

Budget Report Enhancements

Requested Additions:

• Budget Status

• Budget Remaining

• Total Budget per BRG

Reasoning:
These additions will offer ERG and Finance leads clearer financial oversight, enable easier reconciliation, and provide better forecasting and transparency across teams.

These enhancements would significantly improve:

• Strategic reporting & impact storytelling

• Cross-team financial transparency

• Accurate reconciliation with HR and accounting systems

• Event quality measurement (beyond attendance)

• Goal alignment tracking at both event and program levels

The summarized benefit: less manual cleanup, less guesswork, and more actionable insight in every export.