Donor reports
A donor report takes a snapshot of a project at one moment: its indicators, activities, risks, complaints and surveys. You add the written summary, and the figures are filled in automatically.
Before you generate
Generate the report after the period's data is in:
- Enter the period's indicator values, with the right collection dates.
- Update activity statuses. Only activities marked done are counted as completed.
- Move complaints that are really resolved forward to closed.
Generate a report
- Open Donor Reports and create a new report.
- Choose the project and the period: monthly, quarterly or annually.
- Set the report date and the status: draft, approved, or submitted to donor.
- Write the summary.
- Generate it.
The figures are frozen
The figures are fixed at the moment you generate the report. Correcting an indicator next week won't change the report, because it's a record of what was known at that time.
- A report generated too early stays wrong. Generate a new one.
- Draft status doesn't keep the figures live. Only the summary text can still be edited.
Read two figures carefully
- Active risks includes risks you accepted, because an accepted risk is still there.
- Open complaints counts only entries at open. Entries in review are not counted.
Explain both in your summary, so the numbers don't give the wrong impression.