Reporting & Insights

    Board reports in minutes, not days.

    Stop spending hours pulling data and formatting reports. Gratefully generates comprehensive, story-driven reports instantly from your donor data, with the narrative context that helps stakeholders understand the why behind the numbers.

    Q4 Board Report

    Generated in 14s
    Donor retention rate
    ↑ 8pts from Q3 · 12 pts above sector average
    74%
    Major donor giving
    Top 10 donors · 3 new major donors acquired
    $284K
    Lapsed donor recovery
    14 of 61 LYBUNT donors re-engaged Q4
    23%
    ✦ Narrative Summary
    Q4 retention gains driven primarily by improved stewardship of mid-level donors ($500 to $2,500). Three new major donors were cultivated through the fall gala.
    What Gratefully Does

    Ask for any report. Get it in seconds.

    Board reports in minutes

    Generate comprehensive board reports in minutes, not days. Gratefully assembles data and narrative context together, always current.

    Real-time dashboards

    Access live dashboards showing giving trends, campaign performance, and donor engagement metrics; always current because Gratefully connects directly to your live data sources.

    Story-driven insights

    Reports include narrative context, not just numbers. Help stakeholders understand what drove retention gains, which campaigns underperformed, where the opportunities are.

    Donor segment analysis

    Understand how different donor segments are performing; major donors, monthly givers, first-time donors, event-sourced supporters, with drill-down on demand.

    Presentation-ready exports

    Export reports as polished presentations, PDFs, or spreadsheets; ready for your board, leadership team, or funders. No reformatting required.

    Custom recurring templates

    Create templates for recurring reports, monthly updates, quarterly reviews, annual summaries, and generate them instantly each cycle with current data.

    See It In Action

    Stop running reports. Start having conversations.

    ED
    Give me a board report summary for Q4; retention, major donor giving, and lapsed recovery. I need it in 10 minutes.
    Gratefully
    Q4 Board Summary ready. Retention: 74% (↑8pts, 12pts above sector avg). Major donor giving: $284K from top 10 donors, 3 new majors cultivated through fall gala. Lapsed recovery: 23%; 14 of 61 LYBUNT donors re-engaged. Full report ready to export as PDF or presentation.↗ Salesforce · Gift records · Email engagement · Grant tracker
    ED
    Which major donors contributed most to Q4 gains and what does their engagement look like going into Q1?
    Gratefully
    Top 3 Q4 contributors: Holloway ($25K, re-engaged after personal call), Chen Family ($18K, first gift in 2 years), Sunrise Foundation ($40K grant renewal). Q1 outlook: Holloway, warm (opened January newsletter). Chen Family, need check-in, last contact November. Sunrise, renewal cycle begins March.↗ Salesforce · Gift records · Email engagement · Grant tracker
    How It Works

    Connect. Ask. Share.

    01
    Connect your data sources
    Integrate your CRM, email platform, and financial systems. Gratefully pulls in all your donor and giving data, always current, always comprehensive.
    02
    Ask for any report in plain language
    Simply describe what you need, 'board report for Q3,' 'major donor giving trends,' 'segment breakdown by acquisition channel,' and Gratefully generates it instantly with narrative context.
    03
    Review, add custom insights, and share
    Review the generated report, add any qualitative context your team holds, and export in your preferred format. Board-ready in minutes from the moment you ask.
    See It In Action

    Watch the 1-minute overview.

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