Your Annual Report, Built from Real Data
Create professional annual reports from your platform data. Data, charts, AI narratives, and your brand - all in one document. A guided wizard pulls financials, grants, team, and governance data automatically, so you spend your time on the story, not the spreadsheets.
From your data to a polished document in three steps
The Report Builder wizard guides you through the process. No starting from a blank page. No copy-pasting from spreadsheets. Your platform data is already there - you just shape the story.
Everything your annual report needs, nothing it doesn't
- Brand-styled output - your colors, logo, and typography from the Brand Library applied automatically
- Built-in charts - bar, pie, line, and donut charts built from real financial and grant data
- 10-section catalog - letter from ED, executive summary, financial overview, program highlights, impact metrics, team, governance, looking ahead, donor recognition, acknowledgments
- 3 layout templates - magazine, clean, and bold - with admin-customizable designs
- AI generation with quality checks - per-section AI narratives, checked for accuracy before delivery
- Per-section regeneration - not happy with a section? Give feedback and regenerate just that part
- Save and resume - wizard state auto-saves so you can build your report across multiple sessions
- Hosted shareable link - share a permanent URL with donors, board members, and the public
- SiteHQ website publishing - publish your annual report as a page on your managed nonprofit website with one click
- PDF export - a polished, print-ready PDF of your report
- Agent automation - your AI agents can generate and list annual reports for you automatically
- Knowledge Base integration - published reports are automatically added to your Knowledge Base so Ask TappIQ can answer questions about them
The right tier for where you are
Every plan includes the Report Builder. Higher tiers unlock AI data assembly, publishing channels, and higher report limits.
Need templates for shorter, recurring documents?
The Report Builder is built for visual annual reports with data charts and brand styling. For shorter operational documents - board agendas, compliance attestation letters, grant progress reports - see the Document Generation Engine. Both features share the same platform data providers and are included in ContentHQ.
Ready to build your annual report?
Your financials, grant data, team, and governance records are already in TappHQ. The Report Builder turns them into a document your board and donors will actually read.