> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/outcomes/surveys-registers-and-retention.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.

Three pages support quarterly reporting. This appears only when it is turned on for your
organisation.

## Experience survey

`People > Experience survey` shows what partners said about the reporting process, per quarter:
`Time taken`, `Clarity` and whether they `Would report this way again`, each with how many were asked
and how many answered. `What people wrote` lists the free-text answers with nothing naming who wrote
them. No survey is sent until its wording is signed off, and answers given under different wordings
are not comparable.

## Reference lists

`Settings > Reference lists` holds the lists every Epic uses, such as `Status`, `Quarter state`,
`Milestone state`, `Change request type` and `Reporting this cycle`. Changing a value changes what
everyone sees on every screen. You describe, order and retire values here; you do not add them. A
retired value is history: it shows `Retired` with the date and reason.

## Retention and disposal

`Settings > Retention and disposal` records how long each class of reporting information is kept, who
owns that decision, and every request to dispose of a partner's information.

- The `Retention register` lists each class with its period, or `No period set`. Nothing in a class
  with no period may be disposed of.
- Recording a period deletes nothing by itself. A disposal is still an act somebody has to ask for,
  approve and carry out.
- `Export CSV` under `Disposal record` downloads the disposals completed in a period. It also needs
  `Can generate reports` or `Can generate document reports`.

## See also

- [Epics and projects](epics-and-projects.md)