Generate a board report
Producing the fundraising, compliance, donor or financial summary your committee expects each period.
A board report pulls together the figures your committee expects for a period — fundraising, compliance, donors or finances — into one formatted summary, without you building a slide deck by hand.
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Open Insights → Reports.
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Choose a report type: Fundraising Summary, Compliance Report, Donor Overview, or Financial Summary.
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Set the From and To dates for the period the report should cover.
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Select Generate Report. DonorCARE aggregates your organization’s data for that period and range and shows it right there on the page — metric cards, tables and trend charts, laid out ready to read from or copy into a slide.
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Find it again later under Report History. Every report you generate is saved, so you can reopen a past one for a board meeting without regenerating it — select the eye icon next to it.
What each report covers
Section titled “What each report covers”Every money figure counts completed donations by payment date, or by entry date where no payment date was recorded. Test donations are left out. For what each export counts, see Export your data.
| Report | Covers |
|---|---|
| Fundraising Summary | Total raised, donation count, unique donors, top campaigns, payment methods, monthly trend, year-over-year comparison |
| Compliance Report | LHDN e-invoice submission counts, validation rate, top rejection reasons, pending actions, monthly trend |
| Donor Overview | New versus returning donors, top 10 donors by amount, average gift, engagement score spread |
| Financial Summary | Payment method breakdown, tax-deductible versus non-deductible split, reconciliation status, monthly totals |
If something goes wrong
Section titled “If something goes wrong”| What you see | What it means | What to do |
|---|---|---|
| The report shows nothing for the period | No completed donations fall inside the date range chosen, counted by payment date | Widen the range |
| You need to share the report outside DonorCARE | There’s no separate download link yet — the report renders on this page | Copy the figures you need, or keep the tab open when presenting |
Related
Section titled “Related”Screenshots use sample data. Every screen on this page is captured against a demo organization seeded with generated donors, amounts, receipt numbers and campaigns. Any resemblance to a real person or organization is coincidental.