Turn your donation export into a board-ready fundraising report.
Drop a gifts or donations export — straight from your donor CRM or a spreadsheet — and get a branded report for your board, your ED, or a grant funder in under a minute. No formulas, no formatting.
CSV · XLSX · Bloomerang, DonorPerfect, Salesforce NPSP, Excel — no template prep required
The gifts came in. The export they live in isn't a board packet.
Development teams pull raw donor data for every board meeting — and every one of those exports looks like exactly what it is: a wall of columns no board member should have to read.
Raw donor exports are unreadable
A gifts table with donor IDs, fund codes, and dozens of columns is fine for your database and impossible to drop into a board packet. It buries the story your numbers actually tell.
Formatting is a recurring time sink
Pivot tables, then rebuilding the totals in slides or Canva so they look presentable — that's hours of development-team time before every single board meeting.
It never quite stays consistent
Every meeting, campaign, and grant report gets formatted a little differently. There's no single, on-brand report you can hand your board, your ED, or a funder and trust.
From donation export to board-ready in three steps.
No setup, no templates, no formula gymnastics — just your file.
Drop your donations export
Upload your gifts or donations file exactly as it comes out of your donor CRM or spreadsheet — Bloomerang, DonorPerfect, Salesforce NPSP, Excel. CSV or XLSX, whatever you've got.
Pagelumen reads it
It auto-detects donor, gift amount, campaign or fund, restricted vs. unrestricted, and gift date — then organizes the numbers the way a development office actually reports them.
Get a branded report
Receive a polished report on your org's logo and colors — ready to download, print for the board, or share privately with your ED or a grant funder.
Everything you'd build by hand — done for you.
The fundraising metrics boards and funders actually expect, formatted on brand every time.
Total raised, gift count & average gift
The headline numbers every board opens with — dollars raised, number of gifts, and average gift size, totaled cleanly.
Top donors & giving by campaign
Rank your largest supporters and break giving out by campaign or fund — for stewardship, board updates, and appeals.
Restricted vs. unrestricted share
See how much giving is restricted versus unrestricted at a glance — the split your board and finance committee ask for.
Fiscal-year-to-date vs. prior
Compare fiscal-year-to-date giving against the prior year so your board sees momentum, not just a snapshot.
AI-written key observations
A short, plain-English readout of what changed and what stands out — so the report explains itself to the room.
Your org's branding, shareable links
Your logo and colors on every report, plus a private link you can send instead of an attachment. Your board sees your brand.
Look at an actual fundraising report.
Don't take our word for it — see the kind of branded, board-ready report your donation export turns into, with fundraising metrics laid out the way development teams present them.
See a real sample report →Here's the kind of before/after you'll get.
Same gifts, two very different things to put in front of a board.
- Dozens of columns of donor IDs and fund codes no board member reads
- No branding — just gridlines and a default font
- Restricted vs. unrestricted buried across rows you total by hand
- Hours of pivot tables before every board meeting
- One clean, branded report on your organization's logo and colors
- Total raised, top donors, giving by campaign, restricted share at a glance
- Fiscal-year-to-date vs. prior, with plain-English key observations
- A private link you can send your board in under a minute
Illustrative example. A real nonprofit before/after — with actual screenshots and numbers — drops in here.
Questions development teams ask.
Your next board report could take one minute.
Drop a donations export and see your first branded, board-ready fundraising report — free.