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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.

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Each quarter, an Epic's Captain reads the returns its partners filed and writes the quarter's report from them. Only the Epic's Captain, or an acting captain covering for them, writes it. This appears only when it is turned on for your organisation.

Open your working quarter

Select Report > Captain's report. It opens the quarter you are working on now. If your Epic has no quarters yet, an administrator adds them in Reporting cycles first.

The four steps

The report is written in four steps, listed beside it. Select Save at any time; the button beside it takes you to the next step.

  1. Partner reports: every project reporting this quarter, with its partner's status and yours. Select Open to read a partner's report, read-only. Set Your status for each project; where it differs from the partner's, that difference is the conversation to have.
  2. Key results: for each key result, set its status for the quarter and a one-line headline that carries into the report. The narrative is optional. A key result left unset shows as To be assessed on the Epic overview.
  3. Across the Epic: the Epic-wide half of the questions your partners answered about their own projects, and the decisions that came back from earlier quarters.
  4. Generate report: check the summary, then select Generate the quarterly report. The report is drafted from the partner reports and everything you set in steps 2 and 3. You can still change every line once it is drafted.

Read a partner's report

A partner's report opens read-only, as it stands. Select Open in its own page to give it a page of its own. An answer the partner asked not to share outside your organisation is marked as such. If the partner has not submitted yet, you see the answers saved so far.

Finalise and reopen the report

The report opens as a document. Select Finalise & submit when it is ready: staff who read reports can then read it, and each time the quarter is finalised it becomes a new Version. Select Print / PDF or Download PDF for a copy.

To change a finalised report, select Reopen with a reason and say why. Readers lose the report until you finalise it again, and anyone who read the earlier version is told it was superseded. Nothing from inside the report goes with that message. Your reason is kept in the audit log.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.