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.
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.