Reporting in Golden: Insights & Exports

Golden gives you two complementary ways to understand your program's impact: Insights, a live, at-a-glance view of your activity right in the Dashboard, and Exports, detailed CSV files you can download for deeper analysis, record-keeping, or sharing with stakeholders.

Think of Insights as your snapshot and Exports as your source of truth. Insights helps you spot trends quickly, while Exports give you the precise, row-by-row data behind those numbers. Let's walk through how they work together!

Getting to Insights

You'll find Insights in your Dashboard's main navigation menu. The page opens with a short description of what you're looking at, a filter bar, and your summary metrics.

A few things to know about access:

Permissions: Users need the View Insights permission to open the page. Organization Owners always have access.
Company accounts: Company (corporate) organizations need the Professional Plan to see Insights for their Affiliated Participants. Without it, the page shows an Upgrade to Pro Plan message instead of data.
Nonprofit vs. company view: Nonprofit organizations see a few extra metrics (like Active Participants, Share Rate, and Take Rate) that company accounts don't. We'll call those out below.

What You'll See in Insights

Insights is organized into three areas: summary impact cards, Participant Footprint, and Participant Engagement. Every number updates automatically when you change your filters.

Summary impact cards

Card	What it shows	Nonprofit	Company
Total Participants	Unique Participants who completed an Opportunity or were added to the Registered, Uploaded, or Affiliated groups during the date range. Hidden when you filter by Opportunities, Teams, Programs, or Represented Organizations.	✅	✅
Active Participants	Unique Participants who have completed at least one Opportunity.	✅	❌
Completed Sessions	Total completed registrations (donations to Fundraisers are not counted here).	✅	✅
Aggregate Participant Hours	Total hours logged across completed sessions.	✅	✅
Value of Participant Time	The dollar value of those hours. Hidden if your organization has turned off value display.	✅	✅
Total Donations	Total donated through Fundraiser Opportunities. Shows only when Fundraisers are enabled, and you'll need to include the Fundraiser Opportunity type in your filters to see the amount.	✅	❌
New Participants	Participants who completed a registration for the first time during the date range, counted per Organization. Requires a specific date range.	✅	❌
Returning Participants	Participants who completed a new registration during the date range after completing one previously, counted per Organization. Requires a specific date range.	✅	❌

Tip: New Participants and Returning Participants show (Select Date Range) until you choose a specific date range. They're also hidden when you filter by Custom Groups.

Participant Footprint (nonprofits only)

This carousel highlights the material deliverables and productivity your Participants have collected, like items gathered or produced. It shows both your recent footprints and suggested ones.

Participant Engagement

The Participant Engagement funnel shows how people move from discovering your Opportunities to completing them, labeled with your current date range (or All Time).

Views: Every time a participant looked at an Opportunity during the date range. Nonprofits also see Shares and Share Rate (the % of viewers who shared the link). Views are hidden when you filter by Custom Groups or Teams.
Sign-ups: Individual registrations during the date range, including Registered, Completed, Cancelled, Missed, Pending, Waitlist, and Awaiting Action. One participant can account for several Sign-ups. Nonprofits also see Take Rate, the % of total capacity filled ("Unlimited" Time Slots count as 100 spots).
Completes: The % of Sign-ups that resulted in a completed session, along with the % that were Cancelled, Missed, Pending, On Waitlist, or Awaiting Action.

Insights is a snapshot, so numbers may vary slightly from the precise data in your Exports. When you need exact figures, an Export is your best bet!

Filtering Your Data

The filter bar at the top of Insights lets you zoom in on exactly the activity you care about. Your filters apply to both the on-screen metrics and any Export you run from this page, so what you see is what you'll get!

Filter	What it does	Nonprofit	Company
Date Range	Choose a start and end date, or pick a shortcut for a past period. Defaults to All Time.	✅	✅
Programs	Narrow to one or more Programs. Only appears if your organization uses Programs.	✅	❌
Opportunity Hosts	Pick specific organizations from your network, or leave it on My Entire Network. Only appears for organizations with network access.	✅	❌
Opportunities	Focus on specific Opportunities. Cancelled Opportunities and templates aren't listed.	✅	❌
Tags & Campaigns	Filter by the Tags applied to your Opportunities.	✅	❌
Groups, Partners, Affiliations	Filter by Custom Groups, Partners, or Affiliations.	✅	❌
Teams	Filter by Team activity.	✅	❌
Company/Group Represented Today	Filter by the company or group Participants said they were representing. Only appears for organizations with network access.	✅	❌
Opportunity Types	Choose which Opportunity types to include. Defaults to Local and Virtual.	✅	❌

A few filters can't be combined, so some options will gray out as you make selections:

Programs is unavailable once you've selected Opportunities, Opportunity Hosts, or Tags & Campaigns (and vice versa).
Opportunity Hosts and Company/Group Represented Today can't be used together.

Your active filters appear as pills below the filter bar. Click the x on a pill to remove it, or clear them all at once.

Heads up: The Export buttons disappear while a Teams filter is applied. Remove the Teams filter to export.

Tip: Your default Opportunity Types are Local and Virtual. If you run Ongoing, Fundraiser, or other Opportunity types, add them in the Opportunity Types filter so they're included in your numbers.

Exports: Getting Your Data Out

Exports give you the detailed, row-by-row data behind your Insights. You'll find Export buttons throughout the Dashboard, and each one is tailored to the page you're on.

How every Export works

Click the Export button on the page you're viewing.
Confirm the email address where you'd like to receive your file. It defaults to your own email, but you can change it to send the file to a colleague.
Click Export. You'll see a We're on it! confirmation.
Check your inbox for an email with a link to download your .csv file. Larger exports can take a few hours to compile, so don't worry if it doesn't arrive right away!

Where to find Exports

Where	Button	What you get	Best for
Insights	Export Insights	Every registration that matches your current Insights filters, one row per registration, plus your Affiliated Participants' registrations.	Impact reporting, grant applications, and board updates
Opportunities (My Opportunities)	Export Opportunities	Every Time Slot created by you and any Partners or Chapters in your Network, past and future, with engagement data.	Reviewing program performance across Opportunities
Opportunity Management	Export Attendance (or Export Donor Data for Fundraisers)	Registrations and attendance for the Time Slot you have selected, including answers to Custom Questions.	Day-of rosters, sign-in sheets, and follow-up
Participants	Export Participant Data	All of your contact records and their overall engagement history (hours, completions, and more).	Updating mailing lists and volunteer recognition awards
Days of Service & Signature Events	Export	Choose any combination of All Opportunity Submissions, All Participant Registrations, and Company/Group Participant Data (Days of Service only).	Recapping a large event
Opportunities to approve (Network)	Export Data	High-level data on Opportunities that organizations in your Network created.	Understanding how engaged your Network is

You'll also find Export options on Custom Group, Affiliates, Team, and individual Participant pages, as well as on My Network and Partner Management pages for organizations that use them.

Tip: The Export Participant Data button is grayed out while you have rows selected in the Participants table. Clear your selection to export.

Optional Insights reports

Some organizations have additional report buttons on the Insights page, such as a Monthly Hour Report (completed sessions with hours, notes, and Footprint data) and a Volunteer Data Report (one row per Participant with total hours). These only appear if they've been enabled for your account, so reach out to your Client Strategist if you're interested.

Inside the Insights Export

When your Insights Export is ready, you'll receive an email titled Data Export - [Your Organization] Insights List (CSV) with a Download Insights link.

What's included

Column group	Columns
Participant	First Name, Middle Name, Last Name, Email, Phone, Date of Birth, Is Under 13 Years Old, Is Under 18 Years Old, Participant Zip, Companies, Pronouns, Public Gender, Shirt Size, Unisex Shirt Size, Dietary Restrictions
Opportunity	Opportunity Name, Organization Name, Opportunity Tags, Manager Name, Manager Email, Opportunity City, Opportunity State, Opportunity Zip, Opportunity Status
Registration & attendance	Current Status, Check-In Status, Date, Time, End Date, End Time, Timezone, Hours, Value, Kiosk Checkin, Kiosk Checkout, Notes, Registration/Created Date, Claimed Date (sortable), Participant Created At Date, Needs Transportation, Waiver Status
Safety & guardians	Emergency Contact, Emergency Phone, Parental Consent Name, Parental Consent Email
Guests & groups	Guest Of, Guest Of Email, Is Incomplete Guest, Team Name, Team Champion, Represented Organizations, Assigned to Entity, Added by Organization, Affiliations
Mailing address	Mailing Address, Line 1, Line 2, City, State, Postal Code, County
Custom Questions	One column per Custom Question, plus an All Question Answers column that combines every answer in one cell
Participant Footprint	One column per Footprint your organization tracks

Depending on your organization's settings, you may also see Donation Value (Fundraisers), Languages Spoken, Reflection responses, external IDs, and record IDs.

Good to know

Date Range is based on the session date. The Export includes registrations whose Time Slot starts within your selected dates, no matter when the participant signed up.
Some filters don't carry over to the Export. The Opportunity Types filter isn't applied, so your file may include types you excluded on screen. Teams filters can't be exported at all.
Minors' details are protected. Date of Birth and mailing address are left blank for Participants under 18.
Background check status isn't included here. Use Export Attendance on an Opportunity that requires checks to see Background Check Status and Motor Vehicle Check Status.
Demographics come as a separate file. If your organization collects demographics, the email includes a second link, Download Anonymized Participant Demographics. This Excel file shows aggregated gender and race/ethnicity counts and only displays results once enough Participants have responded (20 by default), to protect anonymity.

Who Can Use Reporting

Access to reporting depends on both your organization's plan and each user's permissions.

Action	Permission needed	Plan requirement
View the Insights page	View Insights	Company accounts need the Professional Plan
Export from Insights, Opportunities, or Participants	Export Data	Any paid plan
Export Attendance for an Opportunity	Export Data, or be a Manager of that Opportunity	Any paid plan

A few details to keep in mind:

Organization Owners have every permission automatically.
Opportunity Managers can export attendance for the Opportunities they manage, even without the Export Data permission.
If your plan doesn't include Exports, clicking an Export button opens an Upgrade instantly to access a .csv file message with an Upgrade Now link to your billing settings.
If you don't see an Export button at all, you likely don't have the Export Data permission. Ask an Admin on your account to update your access.

Tips for Great Reports

Start in Insights, finish with an Export. Use Insights to find the story, like a spike in Returning Participants, then export the same filters to get the exact numbers.
Set a date range first. New and Returning Participants only appear once you pick specific dates, and a date range keeps your Export focused.
Double-check your Opportunity Types. Add Ongoing, Fundraiser, or other types to your filters if you want them counted on screen.
Send it where it's needed. You can enter any email address in the Export prompt, which makes it easy to send data straight to a teammate or board member.

If you have any questions, please feel free to submit a support ticket.