Reporting Capabilities

Ask anything.
Get answers from
your live data.

The AI-Powered Reporting Engine translates plain-English questions into real-time queries across your entire DAF platform — fund balances, grant activity, donor engagement, compliance, and more — and returns narrative analysis in seconds.

See It In Action Explore Capabilities
How It Works

From question to insight in seconds

No report builder. No SQL. No waiting on your operations team. Just ask what you want to know — the engine handles the rest.

1
Ask in Plain English
Type your question exactly the way you'd ask a colleague. "How many grants did we process last quarter over $10K?"
2
AI Generates the Query
The engine selects the right reporting views, writes a validated SQL query, and runs it against your live data — all within safety guardrails.
3
Data Returns Instantly
Structured results appear in a clean table — sortable, exportable, and ready for board decks or committee reports.
4
Narrative Analysis Streams
AI reads the results and writes a concise, contextual summary — highlighting trends, outliers, and actionable observations.
Capabilities

Everything your team actually asks for

Built from the real questions sponsor admins, financial advisors, and operations teams ask every day.

💰
Fund Balances & AUM
Real-time available balances, pending grants, investment positions, and total AUM — by fund, by type, by advisor, or across your entire portfolio.
5-min refreshadvisor-scoped
📊
Grant Activity & Trends
Complete grant history with processing times, status breakdowns, year-over-year comparisons, and cause-area analysis by NTEE code.
15-min refreshtemporal
👥
Donor Engagement
Lifetime giving metrics, activity recency, engagement scoring (active / moderate / dormant), and advisor attribution across every donor relationship.
hourly refreshengagement tiers
⏳
Operational Queues
Pending grants with aging tiers and SLA tracking, disbursement pipeline status (ACH, check, wire), and insufficient-funds alerts.
5-min refreshaging alerts
🔍
Compliance Monitoring
Automated flagging of dormant funds, large-grant reviews, single-nonprofit concentration risk, and IRS Schedule I reporting triggers.
daily refreshseverity levels
📈
Benchmarking & KPIs
Compare your AUM, grant velocity, processing times, and donor retention against anonymized peer benchmarks across the GiftingNetwork platform.
weekly refreshcross-sponsor
Live Experience

A conversation with your data

No dashboards to build. No report templates to configure. Just a natural conversation that understands your platform, your sponsors, and your terminology.

Results stream in real-time as the AI writes
Data tables render instantly — export to CSV or PDF
Follow-up questions maintain conversational context
SQL toggle for technical users who want to inspect queries
AI Reporting Engine — Sponsor Admin Portal
Show me pending grants waiting more than 14 days
G
Grant #DonorNonprofitAmountDaysAging
G-78234Harrington FamilyMetro Housing Alliance$250,00031● Critical
G-78301Caldwell FoundationRegional Art Museum$175,00028● Critical
G-78456Mercer TrustCommunity Learning Ctr$85,00022● Warning
G-78512Thornton FamilyCrisis Response Network$67,50019● Warning
There are 6 grants pending more than 14 days, totaling $654,500. Two are in critical status — the Harrington Family's $250K grant to Metro Housing Alliance (31 days) and the Caldwell Foundation's $175K to Regional Art Museum (28 days). I'd recommend prioritizing the Harrington grant immediately — at 31 days it's approaching your board's escalation threshold.
1,562ms vw_pending_grants Copy Export
What's the Harrington fund balance? Can they cover that grant?
G
The Harrington Family Fund has an available balance of $412,800 with an additional $287,500 in investments. The $250,000 grant is well within the available cash balance — no funding issue here. The delay appears to be an approval workflow bottleneck, not an insufficient-funds hold.
987ms vw_fund_balances
Ask about your fund data...
Reporting Views

15 materialized views, always fresh

A dedicated reporting layer sits between the AI and your production database. Pre-joined, indexed, and optimized — so queries are fast, safe, and never touch your live data.

Refresh Tiers
Every 5 min — Balances, pending grants, sync status
Every 15 min — Grant & contribution activity, disbursements
Hourly — Donor summaries, advisor rollups
Daily — Sponsor KPIs, compliance, nonprofits, tax data
Weekly — Benchmarks, impact analysis
💰
vw_fund_balances
Available balance, pending grants, investment positions, advisor attribution, and fund metadata per account.
Real-time
⏳
vw_pending_grants
Operational queue with aging tiers, SLA tracking, and insufficient-funds alerts per pending grant.
Real-time
🔗
vw_blackbaud_sync_status
SKY API integration health — webhook events, polling cycles, sync errors, and record reconciliation.
Real-time
📊
vw_grant_activity
Complete grant transaction history with donor, nonprofit, payment method, processing time, and NTEE classification.
Near Real-time
📥
vw_contribution_activity
All inbound contributions — cash, stock, crypto, IRA QCDs — with asset valuations and advisor attribution.
Near Real-time
👥
vw_donor_summary
Aggregated donor profiles with lifetime metrics, engagement scoring, and activity recency across all their funds.
Hourly
🏦
vw_advisor_client_summary
Advisor-centric rollup of client AUM, YTD activity, and top clients — powers the Orion & Envestnet channel.
Hourly
📈
vw_sponsor_analytics
Sponsor-level KPI dashboard with YoY comparisons, processing efficiency, and grant size distribution.
Daily
🔍
vw_compliance_flags
Automated alerts — dormant funds, large grants, concentration risk, and regulatory reporting triggers.
Daily
Architecture & Security

Enterprise-grade from the ground up

Your data never leaves your infrastructure. Every AI-generated query is validated, sandboxed, and executed against a read-only replica.

🛡️
7-Stage SQL Validation
Every AI-generated query passes through parsing, statement type checks, schema whitelisting, function blacklisting, cost estimation, row limits, and parameterized tenant binding — before it touches the database.
🔒
Row-Level Security
PostgreSQL RLS enforces tenant isolation at the database level. Each session sets a sponsor context — so no matter what SQL the AI generates, sponsors can only see their own data.
📡
Read-Only Replica
All reporting queries run against a dedicated streaming replica. Your production database is never touched by reporting workloads, and the AI service role has SELECT-only permissions.
⚡
Intelligent Caching
Semantic similarity matching caches results for equivalent questions. Cache TTLs align to each view's refresh frequency, and pg_notify triggers automatic invalidation when data updates.
Advisor Channel

Built for the
wealth management
ecosystem

Financial advisors on Orion and Envestnet get their own scoped view of client DAF activity — embedded directly in the platforms they already use.

✓
"Show me my top 5 clients by charitable giving this year"
✓
"Which clients haven't made a grant in over 6 months?"
✓
"Generate a year-end charitable giving summary for the Thornton account"
✓
"How does my client mix compare to the platform average?"
The reporting layer your advisors have been asking for
200,000 financial advisors on Orion and Envestnet can access real-time DAF intelligence for their clients — without calling your operations desk. OAuth2-scoped, rate-limited, and audit-logged. No competitor in the DAF infrastructure space offers anything comparable.
Request a Demo

Ready to stop building
reports manually?

See how the AI-Powered Reporting Engine transforms the way your sponsors,
advisors, and operations teams access their data.

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