Reports
Reports
One-click, board-ready report packets generated live from your organization data.
Live command report
Board report
One-click board packet synced with Financial Insights: giving, trend, donor mix, initiatives, markets, and top donors.
When someone asks
Available reports
Everything here opens to a real report page.
Annual
Annual impact report
Year-in-review packet with headline giving, donor recognition, initiative mix, and annual honor roll.
Best for
Year-end stewardship and broad organizational storytelling.
Per donor
Donor impact statement
Personal donor statement with lifetime giving, year-by-year support, itemized gifts, and tax language.
Best for
A donor asks, “what did I give and what did it do?”
Per campaign
Campaign performance
Sent email campaign report with engagement metrics, top responders, and campaign activity.
Best for
Post-send reviews and campaign follow-up decisions.
Live
Grant pipeline report
Live grant-management packet with open opportunities, deadlines, pipeline value, and reporting pressure.
Best for
Grant review meetings and deadline accountability.
Live
Impact report
Impact snapshot synced with Impact Insights: people served, reach, program outcomes, and progress.
Best for
Outcome conversations when the financial story is not enough.