Reports
Reports and exports
The deliverables your board, finance, and receipting need, as CSV or branded PDF.
Reconciliation is only useful if it ends in something you can hand off. Relae produces the reports finance, your board, and your receipting process actually consume, each downloadable as a CSV or a formatted PDF.
What you can produce
- Year-end giving summary: per-donor totals for the calendar year, split into final (closed years) and in-progress.
- Exception report: the short list of gifts that needed a human decision.
- Reconciliation detail: every gift across every source, with match status and donor, for the full tie-out.
- Lapsed and at-risk reports: donors who have gone quiet or whose recurring gift looks to have stopped.
Everything also exports as raw data any time. Portability is a promise, not a trap.