Board Packet

Find it: Left nav → Board Packet · Who can use it: Board viewers and staff. Committee members don't have access.

What you'll see

A clean, print-ready report headed with your organization's name, the reporting period, and the date generated. Below the toolbar it lays out: This period headline cards (total raised, gifts, donors), a Program performance KPI snapshot, Campaign progress, Giving-circle fill rates, Committee activity, and Notable gifts this period. A footer notes it was prepared through the Board Viewer lens. At the top sits a Reporting period picker and a Print button, both hidden when you print.

How to choose the period

1. Use the Reporting period dropdown: This month, This quarter, This year, or Custom range.
2. Preset periods apply immediately.
3. For Custom range, pick a From and To date, then click Update.

How to print or save as PDF

1. Click Print.
2. In your browser's print dialog, choose your printer or Save as PDF. The toolbar and period picker drop away so only the clean report prints.

What the sections mean

• This period — total raised, gift count, and donor count for the selected date range.
• Program performance — KPI tiles such as donor retention, reactivated donors, average gift (with year-over-year trend), lifetime value, total donors, and thank-you ratio health (healthy / watch / at risk). Tiles only appear when data exists.
• Campaign progress — raised toward goal with a progress bar and percent of goal.
• Giving-circle fill rates — members vs. capacity, goal, and committed per circle.
• Committee activity — members, donors, and contacts in the last 30 days per committee.
• Notable gifts this period — date, fund, amount, and how the gift is recognized.

Good to know

• Anonymity is respected. In Notable gifts, anonymous donors appear as "Anonymous donor" rather than by name.
• The packet contains aggregates only — no donor PII, so it's safe to hand to your board.
• Empty sections show a short "no data" note instead of a blank table.