Annual ReportIQ
Build the annual report continuously throughout the year.
Your Annual Report, Story, and Executive Summary agents are assembling the 2026 report from data the moment it's captured — no end-of-year scramble.
Annual report completion
Due March 31, 202768%
draft complete
Sections complete
- Mission
- Programs
- Impact Metrics
- Success Stories
Needs review
- Financial Summary
- Board Message
- Donor Recognition
Assets in the report
Financial highlights3 charts
Client stories ready12 of 74
Photos uploaded47
Board acknowledgments9 of 11
Tip: Story Agent is waiting on photo releases for 2 featured families.