The monthly health report: what's slipping
A plain-language checkup of your organization: old pledges, expiring cards, declined gifts, donors slipping away, bounced emails, Zelle and checks waiting — each marked Fine, Keep an eye on it, or Needs doing.
- 1
Open Health
Open Insights → "Health". At the top right you see how many things "need doing", are "to watch", and are "fine".
The tally is at the top right. - 2
Read "What to do"
"What to do in …" lists the most important things in one sentence each, for example "Call the 12 people whose pledges are more than 90 days old". Press "Open →" to go straight to the list.
Start with these. - 3
Read "Everything checked"
Each line has a status, what it is, how many, the money involved, and "Open →". Lines include "Pledges more than 90 days old", "Recurring cards expiring within 60 days", "Gave last year, nothing yet this year", "Bounced emails and undelivered texts (30 days)", "Zelle gifts waiting for a person" and "Checks not deposited for more than 14 days".
Every check, with a link to fix it. - 4
Fix one thing at a time
Press "Open →" on a line. The right list opens with the filter already set.
Each line opens the right list. - 5
Get it by email
It's emailed on the 1st of each month to the people who get the weekly summary. Turn it on or off under Settings → Amounts & messages → "Send the monthly health report", or click "Email it to me now".
Monthly email settings.
Tips
- Fundraiser logins limited to their own results can't see this page.
- Work through "What to do" once a month — it's built to take under an hour.
If something isn't working
The page sends me back to the Summary.
Logins limited to some campaigns or to their own results only see the Summary. Ask an admin if you need more.
"Backups" shows failed.
Open Settings → Backups to see what went wrong, and tell Yahiv support.