Reports

Projects need Org plan.

Reports are Org plan.

A report is assembled from records already held by the project: milestones, evidence, updates and budget. The period and structure are selected; the content is not re-entered.

A generated progress report, open beside the report listOpen /p in the app

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Generating one

Select the Reports tab, then Generate report. Set the period first; the remaining options determine presentation.

The readiness panel

Once a period is set, the dialog reports whether that window contains sufficient data for a meaningful report, and lists outstanding items — for example “1 milestone(s) are overdue”.

The panel checks the same data the report will draw on, so a warning indicates a gap that would otherwise appear as an incomplete section in the delivered report.

Structure

Two ready structures ship with it:

Base	For
Standard progress report	The usual narrative shape — summary, progress, evidence, finances
IATI-conformant report	Where you publish to the IATI standard

Alternatively, supply the funder’s own template and the structure is derived from it: upload a file (Word, PDF, Excel, HTML or plain text), paste the text, or paste a link. This addresses the common case in which a funder’s form matches neither standard structure.

Language and type

Ten languages are available: English, German, French, Spanish, Portuguese, Dutch, Swedish, Norwegian, Italian and Danish. The report is written in the selected language rather than translated afterwards.

Seven types are available: Default, Progress, Annual, Final, Financial, Narrative and Ad-hoc. The type determines emphasis and the report’s name.

What comes out

A draft document of eight sections: Executive Summary, Project Overview, Progress & Milestones, Impact Evidence, Financial Overview, Key Challenges & Lessons Learned, Planned Activities and Conclusion. A Download PDF control is provided.

Four properties of the output:

It is created as a Draft and is versioned. The list displays Progress · v1. Generating a report does not transmit it.

Draft status is enforced: submitting locks the report. Mark submitted freezes it; Re-open to draft unlocks it. This should be applied once a report has been sent to a funder, to prevent the delivered document being regenerated.

Each section records its provenance. Sections carry a From your data marker and a Sources list identifying the records used — the project profile, milestones, and evidence records.

Generation takes several minutes. The document is read and written in full.

Export options

Download PDF is the primary control. The ⋮ menu beside it holds the remainder:

Download Word (.docx)	For a funder who wants to comment or reuse your text
Download Markdown	For pasting into another system
Share link…	A read-only link to the report itself
Regenerate	Re-run the analysis
Mark submitted / Re-open to draft	Lock or unlock
Delete	Remove it

Share links are capability URLs

A share link carries a long, unguessable token, and any holder of the link can read the report without signing in. This is intentional, so that a funder does not require an account. It also means the link constitutes the permission: forwarding the link forwards the access.

A link can be revoked, and revocation is the only means of withdrawing access. Links do not expire.

Exporting the whole project as IATI

Separately from reports, a project can be exported as IATI Activity Standard 2.03 XML — the publication format used for aid transparency reporting.

This is distinct from the IATI-conformant report: the report is a document written in IATI’s conventions for a human reader, whereas the XML export is the machine-readable activity record for publication to the IATI registry.

Logframe inclusion

Where results have been planned, they are included: each objective with its level and description, and beneath it every indicator with its unit and target. Evidence is included alongside, each measurement carrying its value, baseline, target and verification state, so planned and actual figures appear together.

Two limits apply and neither is reported: at most 20 objectives are included, and the logframe block is truncated if it exceeds the available length. A large logframe is therefore summarised rather than reproduced in full, and the generated section should be checked against the plan before the report is sent.

Your projectsProjects