Just added
3 new Live reports your team can run today — designed for diocese workflows.
New report
Open report
New report
Open report
New tool
Open scheduler
Tribute & In Honor Of
Memorial, honor, birthday, and special-occasion gifts grouped by honoree. Pending notifications, total raised per type, and a one-click notification queue.
47
Honorees
124
Gifts
$89,450
Raised
38
Pending notifs
Capital Campaign Pledge
Multi-year campaign pledge status — pledged vs. received vs. balance vs. overdue, with installment schedules and lapse risk.
$8.74M
Pledged
$5.12M
Received
148
Active
Report queue & scheduler
Chain reports into a sequence, save to folders, schedule recurring sends, and email packages to stakeholders.
12
Queues
38
Scheduled
94%
On time
Standard reports
System reports built into Atlas — always reflect your live data.
Gifts by date range
Most used
Every gift in a chosen window — by donor, fund, appeal, or entity. CSV export.
Constituent giving summary
Per-donor lifetime, this-year, and largest gift. Filterable by code, capacity, parish.
Pledge balance report
Auto
All open pledges with remaining balance, next instalment date, and lapse risk.
Receipt issuance report
Every receipt issued or pending, with template family and IRS Pub 1771 status.
Batch audit report
Posted batches with totals, exception counts, and posting user. Immutable.
Gifts by fund
For finance
Gift totals broken down by Fund, Legal Entity, and GL code. Reconciles to QuickBooks.
Tribute & In Honor Of
NEW
Memorial, honor, birthday, and occasion gifts grouped by honoree. Includes pending notification queue.
Capital Campaign Pledge Report
NEW
Multi-year campaign pledge status — pledged vs. received vs. balance, installment schedules, lapse risk.
Saved by me
Reports you've configured with custom filters or columns.
Cathedral campaign — major donors only
Scheduled
Gifts > $5,000 to Cathedral Capital, with soft credits and pledge balance.
My LYBUNT outreach list
Scheduled
Donors who gave in 2025 but not 2026 — within my portfolio. For weekly outreach.
Bridget's queue — pledges due 30d
Scheduled
Pledges Bridget owns with instalments due in next 30 days.
Coming soon
Phase 2 reports — designs done, in development.