Reporting turns everything happening across the platform into figures you can review, save, and schedule. Dashboards update constantly; report templates can be customized, exported, or set to arrive in someone's inbox on a schedule. This walkthrough covers all three.
What dashboards and reporting cover
Dashboards give you the most up-to-date view of your organization — revenue coming in, fee coverage, and revenue that might be at risk, such as memberships due to expire if you are a membership-based organization.
Report templates are built in, customizable, and can be scheduled out to people inside and outside your organization.
Who you would send reports to
A membership list to volunteers, so they can tell who is a member and who is not. A revenue reconciliation report to your bookkeeper. A weekly recap to yourself as an administrator, executive director, admissions director, or development director, summarizing everything that happened in the prior period.
The reporting dashboard
Where to find it. From your dashboard, open Reporting. You land on the reporting dashboard.
At the top are the items needing your attention — for example, memberships expiring within the next 30 days — followed by cards carrying insight and analysis on the revenue coming in.
Revenue, giving, and membership views
The revenue and giving view shows your net revenue trend and your payment mix, broken out according to your organization's settings.
If membership is enabled you also get membership health, memberships by tier, campaign progress, donor lifecycle, and giving by source.
Report template categories
Templates are grouped by donors and giving, membership, dues, admissions, events, classes, and transactions.
Previewing a template before you run it
Every template carries a description, so you can review what a report contains before clicking in to run it. Start from the purpose — what are you trying to uncover — rather than from the report name.
LYBUNT, SYBUNT, and other donor templates
Among the donor templates:
- Last Year But Unfortunately Not This Year (LYBUNT) — donors who gave last fiscal year but not yet this one. These are your key re-engagement targets.
- Some Year But Unfortunately Not This Year (SYBUNT) — donors who have given at some point but not this fiscal year.
- Failed payments and first-time donors.
Adjusting columns live
Open a report and adjust its columns directly — add a phone number, add a street address, move columns around. Everything updates in real time. There is nothing to save first and no separate screen to work in.
Date ranges, and why reports are always live
Reports show live information, which is worth remembering when you change a date range. Set a LYBUNT report to the last 30 days and it will legitimately return nobody — by definition the people it looks for have not given this year.
Adding filters
Beyond the date range you can add your own filters — for example last gift date greater than a specific date — then apply the filter to narrow the report to matching gifts.
Saving, exporting, or scheduling a report
Once the columns, date range, and filters are how you want them, you can:
- Save as a template — available to anyone with access to your PineconeAI organization.
- Export the report as CSV or PDF.
- Schedule it.
Scheduling: name, frequency, and day
Give the schedule a name, then choose daily, weekly, or monthly. Weekly asks which day of the week; monthly asks which day of the month.
For a revenue reconciliation report, a good pattern is the first of the month with the date range set to the last calendar month.
Adding and removing recipients
Enter the email address first, then the name — then click the plus to lock the recipient in. A recipient who has not been added with the plus is not saved.
To remove someone, including when editing a schedule that already has recipients, find their name and click the X.
Managing an existing scheduled report
An existing schedule shows what it sends and when — for example a membership renewals review going out weekly on Friday morning at 7:00 a.m., listing every member coming up for renewal.
You can pause the schedule and restart it later, or delete the recurring report entirely.
Membership templates and lapsed members
The membership templates include lapsed members, with filters such as no recent renewal — a member who has lapsed and has not come back within the prior 90 days, which makes them a candidate for win-back outreach.
That 90-day window is a default, not a rule. Change it and set your own filter for the report.
All transactions, for bookkeeping
All transactions is every transaction across your entire revenue stream, showing succeeded payments by default.
Columns cover the date, the donor name and email, the revenue stream, the campaign the revenue is tied to, the payment method, the account entity — your bank account or 501(c) routing — the base amount, whether fees were covered, gross, tax, fees assessed, net, and status.
A transaction, line by line
A worked example: a base amount of $125, with the donor paying $8.16 in fee coverage, makes the gross payment $133.16. No tax applies, which you can tell from the campaign — it is an event. Fees assessed come to $8.16, matching the coverage line for line. The net to your organization is therefore $125.
Payout reconciliation
The payout reconciliation report covers every payout sent to your account directly from Stripe: the payout ID, the status, the gross amount paid, fees covered, fees assessed, refunds, adjustments, net deposited, whether the payout ties out completely, the total number of transactions, and anything unattributed, unreconciled, or unknown. Click into a payout to see the individual transactions behind it.
Reports for your board
Both the transaction and payout reports can be put on a recurring schedule and sent to your bookkeeper or financial accountant.
Board reports work the same way. You might send something specific to an event, or to your classes and camps if you run educational programming for adults, seniors, or children. Campaign performance is a common one — a board can see the total raised, the average gift, and goal progress against your annual appeal at a glance. Columns can be adjusted on any of them.
