Overview
Funders can manage the grants process with Amp Impact. In this user guide, grantmakers will learn how to do the following:
Set up grant reports
Customize emails to send to grantees
Review grant reports
To learn about how to set up your Digital Experience for grantees to provide grant report data, please refer to the Grantee Reporting Setup Guide.
Set Up Grant Reports
Create Grant Reporting Periods
A Reporting Period is a period of time during which targets are set, and results are reported within a grant and for each grant indicator, i.e., quarterly or annual.
Funders can create grant reports using the Reporting Period object. Ensure that the Reporting Period is associated with a Project object.
Add Results, Performance Graphs, Narrative Reporting and Financials pages will not work if you do not create at least one Reporting Period.
2. To create reporting periods, click the New Reporting Period button from the related list on your Project object, or go to the Reporting Periods object and click New.
3. Enter a Name for the reporting period.
a. This is the name the Grantees will see on the page where they input their Grant Results. Make this name intuitive - i.e. 2018 Biannual - 2.
b. Ensure your naming convention is consistent with your organization’s standards. For example, are time periods referred to as Q2 2017 or Apr-Jun 2017? Does the fiscal year start in January, April, October? Consistency is important to get the clearest output from the system.
4. Select the Report Type, from the picklist shown in the screenshot below. This controls which indicators will be reported on in this reporting period.
a. If the report type is quarterly, then all indicators with a quarterly reporting frequency will display for this reporting period.
b. This is the frequency at which reports will be collected for this Grant.
The report type frequency must match the Reporting Frequency on at least one Indicator in order for the Indicator to appear on the Set Targets/Add Results pages for the Grantee.
5. Reporting Period Start Date: Enter the start date for this reporting period.
6. Reporting Period End Date: Enter the end date for this reporting period.
7. Result Status: This will default to “Scheduled” to indicate the Reporting Period has been set up, but is not actively reporting yet.
8. Click Save and New to create other Reporting Periods for this project, or Save to finish creating reporting periods.
Invite Grantees to Report via Email
System admins have configured an email alert to send to grantees the link of a grant report according to the start and end dates. Email alerts are emails generated by an automated process and sent to designated grantees.
To learn about setting up email alerts, please refer to the Grantee Reporting Setup Guide.
Customize Email Template
System admins are provided an email template from the Grantee Reporting Setup guide, which can be customized to best suit the organization’s needs.
Navigate to Setup, and use the Quick Find search for Classic Email Templates.
Locate the preexisting custom template.
🛈 “Remind Grantees to Report” is the suggested Email Template Name provided in the Setup Guide. The naming conventions of each organization may differ. |
Click the Edit HTML Version button, as shown below, to edit the HTML version.
In the HTML Body, make the desired changes.
Click Preview before saving if desired to ensure proper formatting and display.
See screenshot below.
Click Save.
🛈 To ensure consistency, any changes to the email template in the HTML Version should be reflected in the Text Version as well. |
Click Edit Text Version, shown below.
Include the same adjustments from the edited HTML Version to the Text Version by clicking the Copy text from HTML Version button. See below for screenshot.
Click Save.