Outcomes and partner reporting

• Board packs

  Generate the pack your board or steering committee is given for a quarter, and see what each pack held.

• Captain's report

  Write an Epic's report for a quarter from its partners' returns, generate it, finalise it, and reopen it if something changes.

• Checklist - Outcomes

  What to check before partners file their first quarterly return.

• Co-funders and their packs

  Record the organisations that co-fund your projects, release each quarter to them, and see what a co-funder reads and when.

• Epic wording and strategy

  Change the words an Epic uses for what partners deliver, and keep its strategy tree word for word with the strategy your organisation signed off.

• Epics and projects

  Set up the Epics your quarterly reporting runs on, place funded applications as projects, and keep partner profiles.

• Frequently asked questions about quarterly reporting

  Short answers about Epics, projects, quarters and board packs.

• Meeting notes and the decisions register

  Record what came out of a meeting with a partner, raise follow-ups, and keep the record of every decision an Epic asked for and its outcome.

• Quarterly cycles and returns

  Open each Epic's reporting quarters, set the dates partners and captains work to, and follow the quarter's returns and report.

• Reporting access and acting captains

  Choose who reads the quarterly reports, invite partner contacts and co-funder users, and appoint an acting captain while a Captain is away.

• Search and report usage

  Find where something was said across the quarterly reports you can read, and see how the reports are being used, Epic by Epic.

• Surveys, reference lists and retention

  Read what partners say about reporting, keep the reporting reference lists, and record how long reporting information is kept.