REPORTS

Build tailored reports for each Stakeholder Group

Create unlimited reports specific to each stakeholder and constituency group, including donors, board members, and team leads. Customizations ensure that the right data is presented to the correct individuals, allowing insightful decision making throughout your organization.

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Screen shot of custom report in Pulse

Weight each answer to see, at a glance, how close your organization is to meeting its goals. This approach helps highlight areas where you are on track and pinpoint where extra resources or support are needed for your teams to succeed.

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Make report sharing simpler with Pulse's campaigns to schedule and distribute reports automatically. When you follow up, ensure it is consistent and timely without making repetitive manual tasks any longer.

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Reports refresh automatically with new data. This enables you to keep your stakeholders up-to-date with the latest insights so they are never caught off guard and always have access to the best information as it is available.

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How to build Custom Reports

Follow these steps to build custom reports that deliver precise insights for each stakeholder group, supporting informed decision making and maximizing organizational impact.

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Create New Report

Navigate to the “Reports” menu and click the “Create Report” button in the top right.

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Apply Filters

Apply filters to organize data into tailored views for your target audiences.

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View Results

Open the "Reports" menu to access your dashboard with real-time data at your fingertips.

Frequently asked Questions

What are Pulse Reports, and how do they work?
Can I create different reports for different stakeholders?
How customizable are Pulse Reports?
Can I automate the sending of reports?
How often are reports updated?
Is there a limit to how many reports I can create?

Get Started Today

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Submit Request

Fill out the account request form. Our team will reach out to set up your accounts.

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Add Users

Work with our team to build your organizational account and get started.

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See Results

See the complete picture of your organization’s impact in real time.