In the past 60 days, which types of reports did you contribute to? Select all that apply.
- Grant/funder reports
- Board packets/updates
- Donor/communications reports
- Program/outcomes/impact reporting
- Compliance/regulatory reporting
- Financial/budget reporting
- Internal performance dashboards
- Narrative impact stories/case studies
- Other
Over the past 6 months, what best describes your typical reporting cadence?
In the past 4 weeks, about how many hours per week did you spend on reporting tasks? Enter a whole number.
Across your last two reporting cycles, which issues created the most difficulty? Select up to five.
- Data scattered across systems
- Manual copy-paste/reformatting
- Unclear requirements/templates
- Last-minute changes from stakeholders
- Slow reviews/approvals
- Conflicting or poor data quality
- Tool limitations/access issues
- Tight timelines/competing priorities
- Insufficient training or guidance
- Version control problems
Overall, how burdensome were your reporting tasks in the past month?
Rank the stages by where delays most often occur (1 = most delay first).
Which tools did you use for reporting in the last 3 months? Select all that apply.
- Excel
- Google Sheets
- Salesforce or CRM
- Raiser’s Edge or fundraising CRM
- M&E platform (e.g., DHIS2, DevResults)
- Survey/data collection tool
- BI/dashboards (e.g., Power BI, Tableau, Looker)
- Document templates (Word/Docs)
- Project management (e.g., Asana, Trello, Jira)
- Scripting/automation (e.g., Python, R, Power Query)
- Other
For your last major report, how many distinct data sources did you use? Enter a whole number.
How satisfied are you with the report templates and guidance you used in the past 6 months?
How automated are the following steps today?
Attention check: To confirm you're reading the questions, please select "I am paying attention."
Allocate 100 points across the areas where improvements would have the biggest impact next quarter. The total must equal 100.
What single change would save you the most time on reporting?
Max 600 chars
Would you be open to piloting a streamlined reporting process next quarter?
Do you foresee any risks or barriers to streamlining reporting? Please describe.
Max 600 chars
What is your primary role?
How long have you been in your current role?
How large is your organization (full-time employees)?
Where are you primarily located?
What is your typical work setting?
Any final comments or suggestions related to streamlining reporting?
Max 600 chars
AI Interview: 2 Follow-up Questions on Reporting Workflows
Thanks for sharing your perspective. You're all set—have a great day!