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Board Pack: a one-click board report

Generate a board-ready PDF of your nonprofit's key numbers.

1 min read · Updated Jul 17, 2026

The Board Pack assembles your organization's key figures into a single board-ready PDF, so you don't have to copy numbers into slides before every meeting.

Generate it

On the Reports page, click Download Board Pack. Tormano builds a multi-section PDF and downloads it.

What's inside

  • Financial summary — pulled from QuickBooks when it's connected. If QuickBooks is not connected, the section says so plainly rather than showing fabricated zeros.
  • Fundraising summary — raised and gift counts over the last 12 months, plus donor retention and unique-donor figures.
  • Donor pyramid — a giving-level breakdown of your donors.
  • Pledges — pledged, received, and outstanding balances.

Every number comes from the same live analytics the nonprofit dashboards use, so the Board Pack always matches what you see in the app.