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.

Get Started →How it works

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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