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.
Coming next
Visible roadmap items, kept disabled until they are truly wired.
Planned
Weekend Meals school impact
Per-school packet with funding status, sponsor history, meals, and photos.
Needs school-page report buildPlanned
Year-end tax receipts
Bulk annual acknowledgments once receipt ledger and sender-domain setup are fully verified.
Depends on tax document ledgerPlanned
Saved report packs
Reusable board, finance, and stewardship packets with saved date ranges and sections.
Future workflowPlanned
Scheduled delivery
Automatically email selected report packets to board members or internal teams.
Future workflow