Category

Data Reporting

Data Reporting

Grant Season Prep: Build a Reusable Data Package for Funders

Stop rebuilding the same numbers for every grant application. How to build one vetted data package you can reuse across funders all season.

Joshua Barillas  ·  September 9, 2026
Data Reporting

The Annual Report Numbers You Should Start Pulling Now

Some annual report numbers take weeks to reconstruct in December. Start pulling them now and the report nearly writes itself later.

Joshua Barillas  ·  August 19, 2026
Data Reporting

How to Read Your Salesforce Reports Without a Salesforce Admin

You don't need an admin to get answers out of Salesforce. A practical guide to reading, filtering, and trusting the reports your org already has.

Joshua Barillas  ·  July 29, 2026
Data Reporting

How to Have a Data Conversation with Your Board When You Don't Trust Your Own Numbers

Your board asks for data you don't fully trust. Here's how to handle those moments without losing credibility, and how to use them to build something better.

Joshua Barillas  ·  May 27, 2026
Data Reporting

The Real Reason Your Grant Numbers Don't Match Across Reports

Three different numbers. Same metric. Same time period. Here's why your grant numbers don't match across systems, and what to do about it.

Joshua Barillas  ·  May 20, 2026
Data Reporting

How to Build a Board Report Your Board Will Actually Read

Most nonprofit board reports aren't built to be understood. They're built to be comprehensive. Here's a simple framework for reports that actually get read.

Joshua Barillas  ·  April 8, 2026