Round reporting

The Reporting panel on a round's Details tab holds what each publication your organisation reports to needs to know about the round, and the funder networks the round is shared with. Backed uses it when it produces the publication files; it never sends anything to GrantConnect, the NSW Grants and Funding Finder or 360Giving itself. You upload each file yourself.

Before you start

• Turn on the publications your organisation reports to under Settings > Profile and terms, in the Jurisdiction reporting group. The panel shows a section only for each one that is on. With none on, it says No jurisdiction reporting is turned on. The Public register section is always there.
• To change the panel you need to be able to publish the round. Without that, the panel shows the saved values and says you can see the round's reporting but not change it.

GrantConnect

• GO ID is the Grant Opportunity ID GrantConnect gave the opportunity, such as GO1234: GO followed by up to eight digits. Anything else is refused with Enter a GrantConnect GO ID such as GO1234.
• Program, Selection process and Category are copied into each grant award line of the GrantConnect file. Selection process is one of Open competitive, Targeted competitive, Open non-competitive, Closed non-competitive, Demand driven or Ad hoc.

NSW Grants and Funding Finder

Tick List on the NSW Grants and Funding Finder to include the round in the NSW files.

360Giving

Publish to 360Giving is off for every round until you tick it. Once it is on, choose the Description field: the tagged form field whose answer describes each grant in the 360Giving file.

Public register

Publish approved grants to public register is off for every round until you tick it. Once it is on, each grant approved in the round is listed on your organisation's public register page, which anyone can read without signing in: the recipient, the Application title, the approved amount, the approval date and the fund. See The public register of approved grants for what a visitor sees.

Once it is ticked, choose the Public summary field: the tagged form field whose answer is published as each grant's summary. Leave it as No field chosen to publish no summary. Untick the box and save to take the round's grants down from the register.

Save

Select Save reporting. You see Reporting saved. If someone else saved the panel while you were editing, you see Someone else changed this. Reload to see their change.: select Reload, then make your change again.

Appeals

The Appeals panel, below Reporting, decides whether applicants can appeal a declined application in this round.

• Allow appeals is off for every round until you turn it on. Once it is on, the owner of a declined application and members of their organisation can submit one appeal while the window is open. Collaborators can't.
• Appeal window (days) is how many days after the Letter of Decline is sent an appeal can be submitted: from 1 to 365, and 14 unless you change it.
• Appeal form is the application template the applicant answers to appeal. Leave it as No form: grounds only and the applicant writes their grounds in up to 4,000 characters instead. Only your organisation's application templates are listed.

Select Save appeals. You see Appeal settings saved. If someone else saved the panel while you were editing, you see Someone else changed these settings. Reload to see their change, then make yours again.: select Reload. Changing the panel needs permission to publish the round; without it, the panel shows the saved settings and says you can see them but not change them.

Applicants see Submit Appeal on a declined application's page while the window is open. See After you submit for what they see.

Networks

Below the publications, the Networks group lists each funder network your organisation belongs to, with Share with <network>. See Funder networks.

Framework

Below the Reporting panel, the Framework panel attaches outcomes frameworks to the round and holds its baselines and targets. See Outcomes frameworks.

Reporting bands

The Reporting bands panel on the Details tab sets the reports each grant in the round owes, scaled to its granted amount. Each band is an amount range with its slots: the milestone template, when it is due and its share of the grant. Select Edit bands, then Add band and Add slot to build them, then Save bands. Bands are saved in order of amount, lowest first; within a band, Move up and Move down order its slots. Saving needs permission to edit and publish the round.

A round with no bands of its own uses its program's bands, and the panel says so. Once you save bands on the round, they replace the program's for this round. See Reporting bands.

Sources of funds and co-funders

Below the Framework panel, Sources of funds totals each source of funds over the round's approved applications and holds the round's Default split for new grants, and Co-funders lists the co-funders pledged to the round. See Sources of funds and Co-funders on grants and rounds.