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Checklist - Reports

What to check before your board and managers rely on Backed's reports.

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Ready for your reports to go live?

Ensure you've double checked the following:

  1. Under Report > Portfolio, choose the Taxonomy version your grants are coded to and check the figures read as you expect.
  2. Open the Budget report from Data reports and check each grant's committed and paid figures against your finance system.
  3. Give your board its own view: New Governance Dashboard at the foot of the Dashboard's visualisations, shared with the board's admin group.
  4. Set up your next decision meeting: New meeting under Report > Meetings.
  5. Send the reports your managers read each month on a schedule: open the report, select Schedule, then Save schedule.

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.