Gratona Reporting · Comparison guide
Choosing fundraising reporting software
Bring gifts, programs, portfolios and follow-up into reports that help teams decide what to do next.
Compare the work your team needs to complete, the experience for everyone involved and the effort of moving your data.
The options and their focus
Gratona Reporting
From the number to the work behind it. Bring gifts, programs, portfolios and follow-up into reports that help teams decide what to do next.
Explore the productMicrosoft Power BI
Business intelligence, visual analysis and governed reporting.
Read Microsoft Power BI’s product informationProduct focus reviewed November 12, 2026. Capabilities and commercial terms change; use each provider’s current information for your evaluation.
Use the same scenario in every demo
A board question becomes a report with accountable next steps.
1. Ask a clear question
Choose the reporting period, program and measure before creating the report. Keep the question tied to a decision.
2. Review the detail
Filter and inspect the records behind the summary. Reconcile gifts and program context with the people who own them.
3. Prepare the report
Combine the relevant views and explanations for the intended audience. Schedule delivery to the people who need it.
4. Follow through on the decision
Assign work arising from the report and retain the outcome for the next review.
Include an exception: two totals do not agree
A date range, designation or transaction status may explain the difference. Inspect the underlying records and reconcile definitions before sharing.
What to compare before you choose
- Metric definitions and reconciliation
- Detail behind summaries
- Scheduled reporting and access
- Cross-program and network views
Plan the move, not just the demonstration
Start with a report your team already uses. Agree on definitions, reconcile a representative period and configure audience access and delivery.
Compare subscription, implementation, migration, payment and usage costs where relevant. Agree who owns the work after launch and what information you can export.