Help Center · Features
Reporting
Run the numbers, bundle the reports you send together, and export clean files.
Setup
One-time configuration. Work through these once when you first turn the module on.
Daily use
What your staff actually does day-to-day.
Admin
Permissions, advanced reports, and edge cases.
Common questions
Quick answers to the things people ask most about this part of NestPoint.
Can I export a report to CSV?
Yes. Any report can be exported to a clean CSV you can open in a spreadsheet or hand to a funder.
Can a report send itself on a schedule?
Yes. Set a cadence and NestPoint emails the report to the people you choose, so a monthly board summary goes out without you remembering to run it.
How do I build the packet my funder asks for?
Bundle the reports a grant requires into one packet — the full walkthrough is Build a funder packet.
Can I narrow a report to a specific group of members?
Yes. You can scope a member-based report by an audience — who attended, who's in a tier, who used a service — without rebuilding it from scratch.
Can I save a report so I don't rebuild it each time?
Yes. Save the layout as a view and reopen it whenever you need the same numbers again.
Still stuck?
Talk to a real human, not a chatbot.
Our support team knows the product. Get in touch, or start a trial and try it for yourself.