Configurable reporting
Donor Report Templates
Configure branding, funder profiles, required sections, narrative prompts, logos and authorised signatures. Profiles are internal preparation aids; the applicable signed agreement and current funder instructions remain authoritative.
Branding profile
Upload logo/signature asset
PNG/JPEG, maximum 5 MB. The returned path can be assigned above.
Funder profile
Required sections
Funder preparation requirements
Template configuration
Select sections in the order they should appear. Sections marked by the selected funder profile are required unless you intentionally adapt the profile for the applicable agreement.