Library · Finance & Controlling
Reporting to funders & clients
All contractual reporting dates sit in one place and remind you in time. On the due date the report draft is generated from the current cost status –…
Finance & Controlling · Project management / finance
Overview
Who it's for
Project management / finance
You need
Requires: P5
You get
No missed reporting deadline; Drafts instead of a blank page
Problem. Every funder wants a different report by a different deadline — and the date always falls in the most stressful week.
Solution. All contractual reporting dates sit in one place and remind you in time. On the due date the report draft is generated from the current cost status – but only if the recipient's template is on file. If it is missing, the draft is deliberately blocked and a question is raised instead of inventing a format. If the data is incomplete, that is stated in the report instead of being a silent gap. After your approval you send the report yourself.
automatic approval manual
Results
- No missed reporting deadline
- Drafts instead of a blank page
- Honest notes on the data status
Key metrics
- Late reports = 0