> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/outcomes/captains-report.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> 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.

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

- [Quarterly cycles and returns](quarterly-cycles-and-returns.md)
- [Meeting notes and the decisions register](meetings-and-decisions.md)
- [Co-funders and their packs](co-funders.md)