Turn your numbers into a board-ready report
SAPu Board Reports walks your executive director through a guided input form covering financials, fundraising, programs, and governance, then assembles it into a report your board can actually read.
Guided ED input
A simple guided form walks your executive director through financials, fundraising, programs, and governance updates.
Board-ready report
Inputs are assembled into a formatted report your board can read in minutes, not a deck built from scratch every quarter.
Risk & compliance tracking
Audit status, compliance notes, and a risk register carry forward from report to report instead of living in someone's memory.
Schedule, email & history
Schedule recurring reports, email them directly to the board, and look back through past reports whenever you need to.
Everything your board needs to see, in one document
Each report pulls together the same categories your board expects to review, so nothing gets left out between meetings.
Financials & cash position
Raised vs. goal, expenses, cash on hand, runway, and year-to-date progress.
Fundraising pipeline
Total and new donors, retention, average gift, and major and planned gift activity.
Program impact
Program metrics alongside a narrative section for context the numbers alone can't give.
Governance & risk
Board roster, open seats, terms expiring, committee updates, and the risk register.
From guided input to a report in the board's inbox
Board Reports doesn't stop at formatting: it helps carry follow-up items and delivery through to the next cycle.
Report cycle starts
As a board meeting approaches, your executive director is prompted to fill in the same guided inputs used last time.
Action items carry forward
Prior action items and agenda decisions roll into the next report automatically, so nothing quietly disappears.
Delivery day
Once a report is finalized, it can be scheduled and emailed straight to the board without a manual export step.
Stop rebuilding the board deck every quarter
Board Reports uses the data your team is already tracking, instead of starting from a blank slide deck each cycle.
Building a deck from scratch
The scramble most teams go through before every board meeting
Numbers pulled from several spreadsheets
Financials, pipeline, and program metrics live in separate files someone has to reconcile.
Report assembled manually
Slides get rebuilt from scratch before every meeting, often under time pressure.
Risk items tracked in someone's notes
Audit status and compliance concerns live in a notebook or someone's memory.
No easy way to compare past reports
Looking back at last quarter means digging through old decks and email attachments.
SAPu Board Reports
Guided input in, board-ready report out
Financials pulled from data you already track
The same numbers your team tracks day to day flow straight into the report.
Guided input, formatted report
A short guided form produces a report your board can read without translation.
Risk register carries forward each cycle
Compliance notes and open risks roll into the next report instead of starting blank.
Full report history, always on hand
Every past report is one click away for side-by-side comparison.
