Use reports to plan events and seasons
Admin · Coordinator · Family
StandShare gives every role purpose-built data for planning ahead. Families can track their own season progress and set goals. Admins and coordinators can use worker performance, leaderboard, and dashboard data to decide who to invite to upcoming events and how to allocate roster spots. This guide explains each tool and how to combine them.
Season summary (Family view)
Every family member can see their season-to-date summary on the Dashboard. The season runs from August 1 of the current season year through July 31 of the following year.
What the season summary shows
| Field | What it means |
|---|---|
| Total Earnings | Sum of all event commission credits since August 1 |
| Fund Deductions | Total amount routed to organizational funds this season |
| Membership Fees | Total membership fees charged this season |
| Net Earnings | Total earnings minus fund deductions and membership fees |
| Events Worked | Number of distinct events your family attended this season |
| Total Worker Slots | Total number of individual worker slots your family filled (one event with two workers = 2 slots) |
| Scholarships Disbursed | Dollar amount paid out in scholarships this season |
| Scholarships Pending | Count and dollar amount of scholarship requests not yet paid |
The season summary updates as events are settled and transactions are posted to your account.
Family goals
Family
Family goals let you set a seasonal earnings target and optionally an events target. Once set, the Dashboard shows a progress bar for each goal so you can track where you stand at a glance.
Setting or updating your goals
- Navigate to Settings from the main navigation.
- Find the Goals section.
- Enter your Earnings goal — the dollar amount your family wants to earn this season.
- Optionally enter an Events goal — the number of events your family wants to work.
- Click Save.
Your goals apply to the current season only. If you set goals after the season has already started, your existing earnings and events count toward the new targets immediately.
Goal progress
The Dashboard shows progress bars after you set a goal:
- Earnings progress — current season earnings as a percentage of your earnings goal
- Events progress — events worked as a percentage of your events goal (if set)
Progress updates automatically each time a settlement posts earnings to your account.
Review your season summary and last season's earnings trend before setting a goal. Setting a realistic target makes the progress bar useful rather than discouraging.
Adjusting goals mid-season
Goals are not locked. Return to Settings > Goals anytime to raise or lower the targets. Progress percentages recalculate immediately.
Family Leaderboard
Admin · Coordinator · Family
The Leaderboard ranks all active families in your organization and lets you see where your family stands relative to others. Navigate to Leaderboard from the main menu.
Sort options
The leaderboard can be sorted by three metrics:
| Sort | What it measures |
|---|---|
| Events Worked | Number of events attended (default) |
| Total Earnings | Current account balance |
| Attendance Rate | Events attended divided by total assignments |
Select a sort option at the top of the page. The rankings update instantly.
How your family is shown
Your own family's row is highlighted so you can find your rank at a glance. The top 3 families receive medal icons. Rank positions update in real time as events are settled.
Using the leaderboard for planning
As a coordinator, the leaderboard helps you identify families who are actively engaged and earning. Families near the top of the events-worked ranking are strong candidates for high-stakes events where reliability matters most.
Worker Performance report (Admin / Coordinator)
Admin · Coordinator
The Worker Performance report is the most detailed planning tool for coordinators. Navigate to Reports in the admin sidebar, then select the Worker Performance tab.
Reading attendance rate vs. reliability score
These two metrics look similar but measure different things:
Attendance Rate = events attended ÷ total assignments
Reliability Score = (events attended + cancellations) ÷ total assignments
The difference: a family that cancels in advance is counted in the reliability score but not in the attendance rate. A family with a high reliability score but lower attendance rate is one that communicates when they cannot make it — they give you time to find a replacement. A family with a low reliability score has a history of simply not showing up.
For event staffing decisions, the reliability score is often more useful than the attendance rate alone.
Filtering by minimum assignments
Use the Min Assignments slider to exclude families with very few data points. A family with 1 assignment and 1 no-show shows 0% attendance, but that single data point is not meaningful. Set the minimum to 5 or more to focus on families with enough history to act on.
Drilldown to event history
Select any family row to expand their full event-by-event history. Each row shows:
- Event name and date
- Worker name
- Stand number
- Role assignment
- Attendance status (Attended, No Show, Cancelled, Confirmed, Assigned)
Use the drilldown when a family's aggregate score raises a question — the per-event history shows exactly when and where absences occurred.
For the complete Worker Performance guide, see Track worker attendance and performance.
Admin dashboard KPIs
Admin
The Admin Dashboard (/dashboard/admin) provides a high-level snapshot for planning conversations and board reviews. It is cached for 2 minutes and refreshes automatically.
KPI cards
| Card | What it shows |
|---|---|
| Active Families | Count of families with active status in your organization |
| Total Account Balance | Sum of all family ledger account balances |
| Fund Balances | Current balance for each organizational fund |
| Pending Scholarships | Count of scholarship requests awaiting review |
Compliance overview
The dashboard includes a compliance section showing how many families have all 5 required document types on file and the percentage of your roster that is fully compliant. Use this before events that require compliance — you can see at a glance how many families need to upload documents before they can be rostered.
Activity feed
The last 10 audit log entries appear as a live activity feed on the dashboard. This gives admins a quick look at recent changes — settled events, approved scholarships, updated roles — without opening the full Audit Log report.
Putting it together: a season-end planning workflow
At the end of a season or before scheduling a large event, combine these tools for a complete picture:
- Open Worker Performance and set Min Assignments to 5. Sort by Reliability Score descending. Note the top 20 families — these are your most dependable workers.
- Open the Leaderboard sorted by Events Worked. Cross-reference with your reliability list. Families in both lists are your highest-value workers.
- Check Family Balances in Financial Reports. Families with low balances may be motivated to sign up for more events.
- Review the Admin Dashboard for pending scholarships and fund balances. High fund balances may indicate room to adjust deduction rates before next season.
- Use the Outstanding Balances tab in Financial Reports to identify families who may need outreach before they can take on new assignments.
Next Steps
- Track worker attendance and performance — full Worker Performance guide
- Family leaderboard settings — configure leaderboard visibility and options
- Set a fundraising goal — the member-facing goal-setting guide
- Financial Reports — Family Balances, Transactions, and Outstanding tabs