Episode 228: How to Automate Your Nonprofit’s Reports (Daily, Weekly, Monthly)
Are you tired of pulling reports two weeks too late — or never getting around to them at all? In this episode of The Million Dollar Nonprofit, Tom Kelly shows you how to set up automated performance reports that track your metrics daily, weekly, an...
Million Dollar Nonprofit · Tom Kelly
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Show Notes
Are you tired of pulling reports two weeks too late — or never getting around to them at all? In this episode of The Million Dollar Nonprofit, Tom Kelly shows you how to set up automated performance reports that track your metrics daily, weekly, and monthly — without touching a spreadsheet.
You’ll learn how to:
✅ Decide what metrics actually matter for daily, weekly, and monthly success.
✅ Design automations using ChatGPT, DonorBooks, and Zapier to summarize your data in seconds.
✅ Deliver smart reports to your team and board automatically, so you always know what’s working.
Tom also shares how one youth mentoring nonprofit built a reporting system that sends daily updates, weekly insights, and monthly summaries — all in under two hours of setup — saving time and improving decisions across the team