Module 3: Running Reports
Generating Activity Reports
Creating Reports from CLMS Data
CLMS is not just for data entry—it is a powerful reporting tool. Reports help you track your progress, share results with your lodge, and meet reporting requirements from your District and State Chairs.
Types of Reports Available
Activity Summary
Overview of all DAP activities for a selected time period:
- Total presentations
- Total students reached
- Total events
- Total volunteer hours
Detailed Activity List
Line-by-line listing of each activity entered:
- Dates and locations
- Participant numbers
- Volunteer information
- Notes and descriptions
Comparison Reports
Compare current period to previous periods:
- Year-over-year comparison
- Month-by-month trends
- Progress toward goals
Running a Basic Report
- Navigate to the Reports section in CLMS
- Select the report type you need
- Choose your date range (month, quarter, year)
- Select your lodge (usually pre-selected)
- Click "Generate" or "Run Report"
- View on screen or export/print
Choosing Date Ranges
- Monthly: Good for regular check-ins and lodge reports
- Quarterly: Common for state reporting requirements
- Yearly: For annual summaries and award submissions
- School year: Aligns with presentation schedules
- Custom: For specific events like Red Ribbon Week
Exporting and Sharing Reports
Most CLMS reports can be:
- Printed: For lodge meetings or files
- Exported to PDF: For email attachments
- Exported to Excel: For further analysis
Using Reports Effectively
For Lodge Meetings
- Run a monthly summary to share at lodge meetings
- Highlight key numbers: students reached, volunteer hours
- Compare to last year or to goals
For District/State Reports
- Generate required reports by deadlines
- Verify data accuracy before submitting
- Export in requested format
For Your Own Planning
- Identify trends (busy months, common activities)
- Spot gaps (schools not visited, events not logged)
- Track progress toward annual goals