Frequently asked questions about quarterly reporting
Short answers about Epics, projects, quarters and board packs.
Last updated
Why can't I see quarterly reporting?
It appears only when it is turned on for your organisation, and the set-up pages need the permission that opens the funding categories settings.
Why can't I place an application as a project?
The application must be approved, its grant round must be assigned to an Epic, and it must not already have a project.
Can I delete an Epic?
No. Archive it: it comes off the portfolio and no new quarters open, and every report filed under it stays readable.
Why is the board pack missing an Epic?
A pack names the Epics whose reports were finalised in time, and lists the others under
Epics that have not filed. It also names only the Epics you can read.
Does a board pack update itself?
No. Nothing generates a pack on its own, and a generated pack keeps what went into it. Generate a new one to include later reports.
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.
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