Status Report
The Status Report is a summary page — finances, interactions, and next week’s tasks in one view.

What it covers
Section titled “What it covers”- Finances — where you stand against your goals
- Activity and interactions — what you’ve been doing
- Next week’s tasks — what’s coming up
What it’s for
Section titled “What it’s for”Two things, mainly.
Your own monthly review. It’s the one page that shows both the money and the activity, which is what tells you whether a shortfall is a fundraising problem or an effort problem.
Reporting to someone else. If you have a supervisor, a sending organisation, or a board who ask how it’s going, this page answers it without you assembling anything.
Related
Section titled “Related”- Finances — the financial picture in more depth
- Interaction History — every interaction, not a summary
- What’s Next — what to do about what you see here