Impact reporting requires manual data collection from multiple sources, consolidation into a master spreadsheet, and calculation of outcome metrics. Manual transcription and formula errors delay reports and reduce data accuracy.
Automation pulls program and donor data directly from source systems, consolidates records, calculates all metrics, and generates a formatted report with narrative sections and charts. Reports are ready for review within hours instead of weeks.
The full workflow, from trigger to completion.
A scheduled date or manual request initiates the outcome report generation workflow. The system checks for new or updated data in source systems.
The automation platform queries bases and retrieves all program activity, participant, and outcome records. Data is filtered and standardized automatically.
The workflow pulls donor contact records, grant amounts, and funding source information using API calls. Records are matched to programs by ID.
The automation processes the combined data, calculates outcome percentages, cost per participant, and impact ratios using predefined formulas. Results are stored in a structured format.
The automation creates a new document, populates it with calculated metrics and narrative sections, and formats it according to the organization's template.
An email is sent to the director with a link to the draft report. The director reviews and approves or requests revisions via comments.
Once approved, the report is converted to PDF and automatically sent to all stakeholders on the distribution list. A confirmation log is created.
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