Know your numbers without asking anyone.
A live dashboard for the big picture, saved reports for the questions you ask every week, and one-click exports for everything else.
Saved reports
Build the filter once. Run it forever.
Any filtered view of your donors or donations can be saved as a report — major gifts this primary, event donations, lapsed donors in a county. Open it next week and it reflects everything that's happened since. No rebuilding filters, no stale spreadsheets.
What's inside
The big picture and the fine print.
Live dashboard
Raised this cycle, active donors, average gift, top donors — current as of the last donation logged.
Fundraising charts
Donor types, new vs. returning givers, payment methods — see the shape of your fundraising at a glance.
Saved reports
Save any filtered view of donors or donations and re-run it any time, always up to date.
One-click exports
Any report or filtered list becomes a CSV with every column — ready for compliance work or outreach.
Election countdown
Your filing deadline and election dates, front and center on the home page.
Audit log
Field-level history of who changed what, and when — for every donor and donation.