What insight categories are available?

Nine at group level: Members, Capacity, Events, Badges, Finance, Adults, Safety, Young Leaders and Youth Voice. Each tab has its own charts, and most explain how they're calculated.

Can I download reports from the app?

Yes. Reports sit in the area they relate to, from member rosters to the Board Pack. They run in the background and you get a notification when each one is ready. You can also export your data to work with it however you like.

What export formats are supported?

PDF and CSV for most reports. A few use Excel, such as the projected section roster and the badge progress spreadsheet, and the HMRC Gift Aid schedule uses the ODS format HMRC provides.

How are the metrics calculated?

Most charts have an info note explaining what they show and how they're worked out. Where a figure can't be calculated, such as retention with no starting data, Scoutworks shows a dash and says why rather than showing a misleading zero.

Can I see why members leave?

Yes. When a leader archives a member, they pick one of 19 leaving reasons alongside any note. The 'Why people leave' chart ranks the reasons over the period you choose and shows how many are ones you could act on.

Do I need to be technical to use the insights?

Not at all. Dashboards and reports are designed for Scout leaders, not data analysts. Charts, plain-language notes and figures placed where you work make the data easy to understand and act on.

Are the insights real-time?

Close to it. Insights update as your group changes, usually within a few minutes. Capacity projections refresh within the hour.

What if I need an insight that doesn't exist yet?

Export your data and work with it however you like. And tell us: many recent insights, such as leaving reasons and growth baselines, started as a request from one group.

Insights for Scout groups

Q: Do section leaders and group leaders see the same data?

They see the same kinds of insight, scoped to their role. Group admins see the whole group, and section leaders see their own sections. Growth & retention and leaving reasons are for group admins and trustees.

Q: What insights are available at district level?

Six tabs across every connected group: Membership, Census, Waiting List, Badges, Safety and Young Leaders. Districts see totals and trends by group, not individual member records. See the Districts page for more.

Insight Dashboards

Nine dashboards cover the whole group: Members, Capacity, Events, Badges, Finance, Adults, Safety, Young Leaders and Youth Voice. They're kept up to date as your group changes, within minutes rather than at the end of term. Most charts carry a short note on what they show and how they're worked out, so nobody argues about the numbers. Group admins see the whole group, and section leaders see their own sections.

Nine tabs: Members, Capacity, Events, Badges, Finance, Adults, Safety, Young Leaders, Youth Voice
Kept up to date within minutes as members join, events run and badges are awarded
Most charts explain what they show and how they're calculated
Group admins see the whole group; section leaders see their own sections
Everyone works from the same figures
Census and Leavers reports one click from the Insights page

Growth, Retention & Why People Leave

See whether the group is growing, and why people go. Growth & retention compares each figure with where you started: young people, volunteers, joiners, leavers, retention, enquiries, the joining and waiting lists, and the diversity of your membership. Choose the last 4, 6 or 12 months. When a leader archives a member, they pick a leaving reason, and 'Why people leave' ranks the reasons and shows how many you could act on.

Headcount, volunteers, joiners, leavers and retention against a starting point
Enquiries, joining list and waiting list compared with the period before
Window of the last 4, 6 or 12 months
A dash and a reason where a figure can't be worked out, never a false zero
19 leaving reasons in 6 groups, picked when a member is archived
'Why people leave' ranks the reasons and counts the ones you could act on
Seen by group admins and trustees

Badge Gaps & Nearly There

Plan the programme around what young people still need. Requirement gap analysis shows the requirements not yet done on badges that are under way, and who needs each one. Nearly There lists the young people one, two or three requirements from a badge, so a single evening can finish several off. Activity coverage shows which requirements your events already cover, and programme suggestions rank the ideas that would help the most people.

Requirement gap analysis, with the members behind each gap
Nearly There: young people within 1 to 3 requirements of a badge
Activity coverage: how often your events cover each requirement
Programme suggestions ranked by how many young people they help
Top Awards progress by section
Gap analysis as CSV, a Badge Insights PDF and a badge progress spreadsheet

Parent Rota & Volunteer Hours

Parents who help make the programme possible, and a fair rota keeps them helping. The Adults tab shows how many rota slots are filled, how many parents help, which events still need helpers, and who has never volunteered. Nudge parents in bulk with an email you can edit, and thank the regular helpers with their own list of events. Volunteer hours show time from events and self-logged hours, week by week.

Rota fill rate, unique helpers, events needing helpers, and parents who've never helped
Participation trend, section breakdown and a top-helpers list
Nudge parents in bulk with an editable email; anyone nudged in the last 7 days is skipped
Thank-you emails that list the events each parent helped at
Volunteer hours: total, per volunteer and weekly trend, from events and self-logged time
Adult-to-youth ratio and a parent roster export as CSV

Contact Coverage & Member Map

Two quick checks that matter on a bad day. Contact coverage shows how many young people have at least two different people you can call, and who has only one or none, with a link to fix the gaps. The member map shows where your members live by postcode area, not street address, which helps when you choose a meeting place or plan lifts.

Share of members with two or more contactable people
Members with only one contact, or none, counted
Parents and emergency contacts counted once each
One click to fix the gaps in Data Verification
Member map by postcode sector, not full postcode
On the Members tab, and for trustees on their Membership tab

Gift Aid Insights

Gift Aid is easy to leave on the table. The Finance tab shows how much you could claim over the life of the group and in this tax year, from 6 April to 5 April. It shows the share of active members with a Gift Aid declaration, a breakdown by tax year and the families who contribute most. When you're ready to claim, the HMRC reports are in Finance & Payments.

Lifetime claimable Gift Aid
This tax year, 6 April to 5 April
Declaration coverage across active members
Breakdown by tax year
Top contributing families

Insights Where You Need Them

Your figures shouldn't live in one place. Key numbers appear where you're working: an insights panel on events, awaiting-award counts on badges, summary strips on finance and payments, and summary figures on equipment. You get the number you need without opening a separate dashboard.

Events insights panel alongside your event list
Awaiting award, recent awards and top awards on the Badges page
Summary strips on finance and payments pages
Summary figures on the equipment page
No need to open a separate dashboard to check a number

Capacity & Section Pipeline

Know whether you'll have room before September arrives. The Capacity tab brings members and the waiting list together. It projects each section 12 months ahead, allowing for young people moving up and the waiting list coming in. It shows the pipeline between sections, a timeline of who's due to move, and where your waiting list comes from. Export a projected roster for each section to plan next year's numbers.

12-month capacity projections for each section
Section pipeline: who moves where, and when
Movement timeline for young people due to move up
Waiting list funnel and where applications come from
Projected section roster as Excel or PDF

Reporting & Exports

Reports sit in the part of the app they belong to: member reports with members, finance reports with finance, trustee reports with the trustees. Pick one, and it runs in the background while you carry on. When it's ready, you get a notification in the app and on your phone with a link to download it. Pin the reports you use most, and download recent ones again without re-running them. If a report fails, retry it from the activity menu.

Reports for members, badges, events, finance, capacity, equipment, fundraising, trustees and the waiting list
Reports run in the background, with an in-app and push notification when ready
Pin your favourite reports; recent reports stay ready to download
Failed reports can be retried from the activity menu
PDF for reports such as the Census, Board Pack, Financial Overview and term programme
CSV for rosters, contacts, consents, the ledger and more; Excel and ODS where a form needs it
Finance reports can be run for a quarter, for board meetings
Your data is yours: export it whenever you like

District Insights

Districts have their own insights across every connected group: Membership, Census, Waiting List, Badges, Safety and Young Leaders. Districts see totals and trends by group, never individual member records. The full picture is on the Districts page.

Six district tabs: Membership, Census, Waiting List, Badges, Safety, Young Leaders
Totals and trends by group, not individual records
See Districts for the whole District Portal

Insights

Insight Dashboards

Growth, Retention & Why People Leave

Badge Gaps & Nearly There

Parent Rota & Volunteer Hours

Contact Coverage & Member Map

Gift Aid Insights

Insights Where You Need Them

Capacity & Section Pipeline

Reporting & Exports

District Insights

Frequently asked questions

More features to discover

AI Assistance

Members & People

Badges & Awards

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