How do I make a report for our board or a funder?

Open your organisation's Reports tab. Pick This month, This quarter, This year or All time, or fill in From and To for an exact grant period and tap Choose a range. The report shows your needs pipeline, the activity in that period and the funds raised per need. Tap Print / Save as PDF for a clean document. Cash figures include walk-in contributions you logged yourself, not only payments made through HelpLift.

This one applies to: I run an organisation.