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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.

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Two pages help you work across Epics: Report > Search reports, and Report usage, under Settings. This appears only when it is turned on for your organisation.

Search the reports

Search reports finds where something was said across every finalised quarter you can read, and your own Epic at any stage. It covers report narrative, partner returns, decisions, change requests, follow-up actions and the strategy wording. It does not cover attachments, email or people's names.

  1. Select Report > Search reports.
  2. Type a phrase, a project name or a sub-initiative code.
  3. Under What to search, choose Everything I can read, or The lessons question only to read what other Epics learned side by side.
  4. Select Search, then Open a result.

If a search finds too much, narrow the wording. A search that was refused or failed says so: it is not an empty result.

Report usage

Settings > Report usage counts how the quarterly reports are used, overall and Epic by Epic, between a From and a To date: quarters opened, reports finalised, staff and co-funder readers, partner versions released, downloads and decisions carried. It counts only. Nobody is named, and an Epic's own Captain is not counted as a reader.

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.