Features

Establish exactly what your charity aims to achieve from the outset. You can build outcomes from scratch or use pre-built templates tailored to your specific charity type. As your work progresses, track your status using a straightforward Red, Amber, or Green indicator. This keeps your fundamental goals visible and measurable throughout the year.

Collect qualitative and quantitative data exactly when it happens. Whether you are in the office or on site, you can use your mobile or desktop to record quotes, numbers, and images. You can tag each piece of evidence, add vital context, and link it directly to specific outcomes. This builds a robust, searchable repository effortlessly.

Evidence collection is most effective when it is a shared habit across your organisation. Invite an unlimited number of team members to ensure everyone can capture data from the frontline. You can monitor progress and maintain accountability through a comprehensive activity log that tracks all team actions and contributions.

Keep a clear record of who provides your funding and their specific reporting requirements. You can set up exact schedules for when grant and funding reports are due. By centralising this information, you remove the reliance on scattered spreadsheets and ensure you never miss a critical submission date.

Compile comprehensive reports for a specific period by selecting the exact outcomes and evidence you wish to highlight. You can create unlimited standalone reports or attach them to scheduled funder deadlines. Add custom narrative sections to provide context. Copy your finished report straight into a funder’s online portal, or export to Word, allowing for final edits before submission.

Reduce the cognitive load of tracking multiple reporting cycles. The system sends targeted email reminders regarding upcoming report deadlines. This proactive approach ensures your team has ample time to compile necessary evidence and narratives without last-minute panic.