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9. Intro to Reporting &amp; Analytics
=====================================

Updated 2 months ago

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   Civio Engage gives you reporting at three levels — your **main dashboard** (site-wide), each **project**, and each individual **participation tool**. This article shows you where to find each one, how to filter the data, and how to export it.

Your three dashboards
---------------------

**Main dashboard**Site-wide analytics — visits, registrations, participation activity across all projects.**Project dashboard**Analytics for a single project — visits, submissions, followers, and more.**Participation tool report**Detailed breakdown of responses for an individual tool (e.g. a survey or poll).For a full explanation of each dashboard and every available widget, see [Reporting dashboards](/articles/9184210119695-Reporting-dashboards) and [Understanding Dashboard Widgets](/articles/11848404686991-Understanding-Dashboard-Widgets).

Open the main dashboard
-----------------------

![](/storage/XEzy6tN0sQvtindzxLsEEIVlhOXveLuBpMJopf2z.png)

1. Click your **username** in the top-right corner.
2. Click **Dashboard**.

You can also click **Home** in the left-hand menu.

Open a project dashboard
------------------------

1. Click **Projects** in the left-hand menu.
2. Click on a project to open it — the **Report** tab is the default view.

Open a participation tool dashboard
-----------------------------------

![](/storage/UhDQvHC7RmtGB8WI2m9Huki1uPjeUKuyneZsSNF5.png)

1. Click **Projects** in the left-hand menu and open a project.
2. In the left sidebar under **Participation**, click a tool type (e.g. Surveys, Polls).
3. Click on a participation tool to open it.
4. Click the **Report** tab.

For more detail on participation tool reports, see [Participation tool reporting](/articles/9184444959247-Participation-tool-reporting).

Filter by date range
--------------------

Every main and project dashboard has date-range buttons at the top.

1. Click **7 days**, **30 days**, or **90 days** for a quick preset.
2. Click **Custom** to pick a specific start and end date, then click **Apply**.

For more on date ranges and dashboard layout settings, see [Dashboard settings](/articles/9184214244367-Dashboard-settings).

Export a dashboard report
-------------------------

1. Open the dashboard you want to export (main or project).
2. Click the **Export report** button in the top-right corner.
3. Choose **Download PNG image** or **Download PDF document**.

You can also export an individual chart — hover over it and click the **menu icon** to download as SVG, PNG, or CSV.

For the full export guide, see [Dashboard exports](/articles/9184375451535-Dashboard-exports).

Export participation tool submission data
-----------------------------------------

1. Open a project and click the tool type under **Participation**.
2. Click the **ellipsis (⋯)** next to the tool you want to export.
3. Select **Export Submissions** — an XLSX file will download.

For more detail on viewing and exporting submissions, see [View, moderate, and export participation tool submissions](/articles/9184083413647-View-moderate-and-export-participation-tool-submissions).

Customise your dashboards
-------------------------

![](/storage/YFRrdn8Opr3Pp0sZpvIJlJgzuhYIVbGZUst2c8sJ.png)

You can add, edit, remove, and reorder widgets on any main or project dashboard.

1. Click the **+ button** in the top-right of the dashboard to add a widget.
2. Click the **three dots** on any widget to edit or remove it.
3. Drag and drop widgets to reorder them.
4. Click **Save changes** to keep your layout.

For the full guide, see [Edit dashboard widgets](/articles/9184401884943-Edit-dashboard-widgets).

Learn more
----------

- [Reporting dashboards](/articles/9184210119695-Reporting-dashboards) — full overview of all three dashboard levels
- [Understanding Dashboard Widgets](/articles/11848404686991-Understanding-Dashboard-Widgets) — every widget type explained
- [Dashboard settings](/articles/9184214244367-Dashboard-settings) — date ranges and layout options
- [Dashboard exports](/articles/9184375451535-Dashboard-exports) — exporting dashboards and charts
- [Participation tool reporting](/articles/9184444959247-Participation-tool-reporting) — tool-level reports
- [View, moderate, and export participation tool submissions](/articles/9184083413647-View-moderate-and-export-participation-tool-submissions) — submission data and XLSX exports
- [Participation tool widgets](/articles/11849394390799-Participation-tool-widgets) — widgets specific to participation tools
- [Understanding Engagement Data](/articles/9495351037711-Understanding-Engagement-Data) — best practices for interpreting your data

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