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Download a board-ready report

One click turns your fundraising and financial figures into a PDF you can take into the board meeting.

1 min read · Published 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: from QuickBooks. If QuickBooks is not connected, the section says so.
  • Fundraising summary: what you raised and how many gifts over the last 12 months, plus donor retention and how many individual donors gave.
  • Donor pyramid: a giving-level breakdown of your donors.
  • Pledges: pledged, received, and outstanding balances.

Every figure comes from the same place your dashboards do, so the Board Pack always matches what you see in Tormano.

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