Automatic Email Reports

Quick Answer: Automatic Email Reports

Automatic Email Reports schedule weekly gift summaries, monthly income statements, quarterly reviews, and year-end packs to your inbox so leadership stays informed without manual sends. Configure thresholds for real-time donation alerts when a gift exceeds an amount you choose.

Available on Plus, Pro, and Enterprise for teams with reporting enabled. Summaries pull from the same ledgers as Reports Overview statements. Pair with Donor Reports when recipients need donor-level detail instead of aggregates.

Automatic Email Reports

Schedule financial and giving summaries to email on a cadence you control.

Typical Schedules

• Weekly donation summaries for executive directors
• Monthly income statement snapshots for finance chairs
• Quarterly board prep bundles
• Real-time alerts for major gifts

Good to Know

Report recipients do not need Alignmint accounts—emails arrive with embedded summaries and optional PDF attachments. Configure multiple schedules per recipient role so your board chair sees quarterly financials while your development director sees weekly giving. Donation alert thresholds can be set per fund so restricted gifts above a certain amount notify the program lead immediately. All scheduled reports use the same data as on-screen dashboards, so numbers match what users see when they log in.