See your board’s performance in one glance: Customizable reporting in BoardEffect

Board reporting shouldn’t slow you down with spreadsheets, manual charts and last‑minute data pulls. With Customizable Reporting in BoardEffect, you get real‑time, visual insights that are always ready — so you can spend less time gathering data and more time acting on it.

Through Activity Center on the Diligent One Platform, you can quickly view attendance, engagement, terms and login activity, then drill into the details in just a few clicks. Instead of rebuilding reports every cycle, create dashboards and templates that stay in sync with your data — giving you a clear, consistent view of board performance at all times.

See your board engagement at a glance: Activity Center dashboards

Customizable Reporting surfaces key metrics from across your BoardEffect sites in real‑time dashboards inside Activity Center, so admins and executives can see what’s happening without waiting for manual reports.

What this looks like in practice:

• Track meeting interaction, attendance, login activity and engagement trends in one visual view.
• Quickly compare participation across boards and committees to see where involvement is strong – and where it may be slipping.
• Give executives and board chairs a clear, modern snapshot of governance activity without asking admins to rebuild charts every month.

Build reports around what matters to your organization

No two organizations measure governance in exactly the same way. With Customizable Reporting, you control which data appears in your dashboards and reports, so your reporting reflects your priorities.

In practice, this means you can:

• Focus on the metrics that matter most — from term expirations and demographics to meeting cadence and login activity
• Save report configurations as templates so recurring reports take minutes, not hours
• Standardize reporting across workrooms to ensure every board and committee is working from the same view

Answer detailed questions in just a few clicks

When an executive asks, “How has committee attendance changed this year?” or “Which boards haven’t met this quarter?”, you shouldn’t have to hunt through old spreadsheets. Flexible filters in Customizable Reporting make it easy to narrow your view and get precise answers fast.

So you can:

• Filter by date range, workroom or other attributes to quickly answer questions about specific boards, time periods or groups of committees.
• Explore different segments, such as a subset of workrooms or a particular category of meetings – without exporting raw data.
• Reduce ad‑hoc spreadsheet work so analysts and admins can focus on insights and follow‑up actions instead of data wrangling.

Share clear insights with leaders and stakeholders

Dashboards are most powerful when they’re easy to share. Customizable Reporting lets you export and distribute your insights in formats that work for executives, board members and internal stakeholders – without losing the context you need for governance.

What this enables:

• Export dashboards in multiple formats for board books, executive summaries and updates
• Replace one-off charts and emailed spreadsheets with consistent, presentation-ready visuals
• Create a single source of truth for board and committee reporting

Spot risks and plan ahead for your board and committee portfolio

Customizable Reporting doesn’t just show you what happened; it helps you see what’s coming. By tracking usage and engagement trends over time, admins and governance leaders can identify risks earlier and plan with more confidence.

The outcome for your team:

• Monitor participation, attendance and login trends to spot at‑risk engagement before it becomes a bigger issue.
• Track term expirations and demographics so you can plan succession, recruitment and board composition with data on your side.
• Use historical patterns to inform training plans, onboarding and other interventions that support an effective board.

Getting started FAQs

Where do I find Customizable Reporting?
Customizable Reporting is delivered through Activity Center in the Diligent One Platform and is available to customers on Pro and Plus packages. From there, you’ll see BoardEffect dashboards and reporting options based on your permissions. For access details or to upgrade, reach out to your Customer Success Manager.

Do I need to set anything up before using it?
Default dashboards are available out of the box. To get the most value, admins can configure custom reports, choose filters and save templates that map to your regular board and committee reporting.

Who can access these dashboards?
Access is controlled via your existing Diligent One and BoardEffect permissions. Work with your system administrator to confirm who should see which dashboards and which team members can create or edit templates.

Can I export reports for use in board books or presentations?
Yes. Dashboards and reports can be exported in multiple formats so you can include them in meeting books, executive updates or governance presentations while keeping BoardEffect as your system of record.

Ready to explore?

If you’re already using BoardEffect on the Diligent One Platform, access Customizable Reporting through Activity Center. Start with out‑of‑the‑box dashboards for a high-level view, then tailor templates and filters to fit your reporting workflows.

Not yet a BoardEffect customer? Request a demo and see how Customizable Reporting can give you real‑time visibility into your board and committee performance.