About Yearly

Yearly is a platform for nonprofits, charities, associations and foundations to create digital reports, such as annual reports. Nonprofits can create engaging and interactive reports to impress their stakeholders with Yearly. Features include a storytelling template, links to collect donations, embed video and social media all on a dynamic, mobile responsive platform.


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14 Reviews of Yearly

Average User Ratings

Overall

4.86 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(12)

12

4 stars

(2)

2

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 14 results

April 2021

Amanda Elisha from San Diego Housing Federation

Verified Reviewer

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Great platform!

Fast communication with Yearly and quick turnaround on designs.

Pros

We love the customizable options, the ability to include tweets, videos, and more. We plan to use as a virtual program for our major events in addition to our annual report.

Cons

The "click to continue" can be a little tricky to see.

Response from Yearly

Replied April 2021

Thank you we love working with your organization!

October 2020

Li Ming from Harvard University

Company Size: 10,000+ employees

Industry: Education Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2020

Sustainable, Easy to Use, and Cost-Effective Nonprofit Annual Report

During this virtual environment (and to be more sustainable) we were looking for programs that could help us bring our annual report virtual. We considered many options ranging from the typical PDF screen readers to the complicated fancy animated annual reports. I stumbled upon Yearly and after testing it out a bit, I took the plunge and trusted that Yearly could showcase our year of work. The basic package for nonprofits is unbeatable. If you are a nonprofit, you have to use Yearly! All our colleagues were so impressed with the result and we are excited to show the report our constituents! We saved a lot of money and a lot of trees this year. I am so grateful that [SENSITIVE CONTENT HIDDEN] and his team decided to create this program for us non-techy people who want fancy annual reports.

Pros

1. The best thing about Yearly is the customer service. We hope to present our organization's work in the best way possible so we had many questions, but all questions were answered quickly and solutions presented. 2. Yearly is so easy to use. The drag and drop functions with set templates make creating a customized annual report so easy displayed with photos and videos. 3. Yearly is cost effective. The free package for nonprofits is all you really need and of course if you need more assistance, there is pricing for it.

Cons

As Yearly has set structures and options for how to display text and images, there are some limitations to Yearly which I brought up to their customer service. Such as captioning photos and more options on how to display our stories (photo & text combinations) would be great.

Response from Yearly

Replied October 2020

We are glad you love your new digital annual report!

September 2020

Caitlyn from Tzedek DC

Verified Reviewer

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

September 2020

Good Annual Report Tool

The degree of customer support offered to us from the Yearly team was absolutely outstanding, and really helped make our report building process a positive one. This was my organization's first annual report, and we could not have asked for a better team to help us jump over that hurdle.

Pros

I liked how easy it was to build and customize our annual report without any background in coding or graphic/web design necessary. The drag-and-drop process certainly makes it simple for nonprofits or other small organizations that may not have the personnel for these tasks to still build their own beautiful and web-ready reports. There are also a lot of options offered for the different types of content you can place, which is helpful for making your report dynamic and unique.

Cons

As somebody who does have some experience in graphic and web design, I do wish the platform allowed for the option to include a greater degree of customization in the event that I wanted to break away from the preset layouts for any reason. I also wish there was a way to easily export the report into a printable PDF version more easily.

Response from Yearly

Replied September 2020

We are happy to help!

March 2021

Nicole from Howl Arts Inc.

Company Size: 2-10 employees

Industry: Arts and Crafts

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

A great option

It's a great way to put together a nice-looking nonprofit annual report on a budget.

Pros

Yearly made it easy for me to put together a nice-looking annual report without having to turn to a designer. With my limited design skills and their clean-looking templates, it came together pretty quickly. I LOVE how easy it is to embed videos, social media posts, and other multimedia elements that really make this feel like a polished and dynamic annual report. The price point (Free for basic features) was great for my tiny team.

Cons

There seem to be some bugs or some clunky aspects to the customization of the design. Doing anything more than the basics would be tough. One possible workaround to this could be to design graphics or other elements in Canva and then add them in as images - that way, there would be more flexibility in the design. But the basic, clean design served my purposes well enough.

Response from Yearly

Replied March 2021

Thank you for using Yearly and we will be upgrading our platform throughout the year!

February 2021

Erica from Foundation For The Carolinas

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2021

Satisfied first-time user

Overall, my experience with Yearly was great. I ran into issues and bugs along the way, but the support team was always very responsive and helpful and they would fix my issues in a timely manner. This is the first time we have used an online platform for our report, as we typically produce a PDF in-house, and it was time to try a fresh approach. My organization was thrilled with the final product. We also purchased a print-ready version from Yearly and that piece also turned out great. It was a very easy and pleasant experience working with the Yearly team.

Pros

Using Yearly for the first time was very easy and straight-forward for me as a graphic designer. I loved the many ways I could customize my report by adding multiple layouts and types of content. The drag and drop feature was very handy. We were really interested in incorporating video into our report, which was easy and seamless with Yearly. The way the information can be displayed is very compelling. We really liked the built in templates for info graphics.

Cons

I found that auto-save was tricky. We ended up building a few different layouts to see how things would look without having to delete and start over. I also found it difficult to navigate how the report looked in mobile versus desktop, which is common in any web-based platform. We had to make several changes to our layouts to find a compromise, but in the end it worked out. There are no specific instructions on how to customize sections so you have to get in there an play around with it for a while to figure it out. I am experienced with graphic design, web design and HTML, so it didn't take me long to get the hang of it. It might be more difficult for someone with limited experience in those areas.

Response from Yearly

Replied February 2021

Thank you for the feedback!