Review a funder report

A funder report pulls a programme’s impact framework together with your written narrative, so you can tell a funder what their money achieved. This page explains what a funder report contains, how to edit its narrative and what you can do today.

Before you start

  • You need impact:read:outcomes and programmes:read:programmes to view a report.
  • To edit the narrative you also need impact:write:outcomes. Without it the report opens read-only and there’s no Save Narrative button.

How you reach a report

Each report has its own link, made up of the programme and the report: /programmes/<programme>/impact/report/<report>. There’s no list of reports in the app and no button to generate one, so you’ll reach a report from a link a colleague or an integration has shared with you.

Known limitation: Funder reports can’t currently be generated or opened. The report service isn’t available yet, so opening a report link shows Failed to load funder report. Prepare funder reports outside ThirdSectorBee for now, using the figures on the programme’s Impact tab.

What a report contains

When a report opens, it shows:

Part What it shows
Funder Report heading and status Draft or Finalised
Summary panel The programme’s Framework Type (Logic Model, Outcomes Star or Custom) and when the report was generated
Narrative Sections One text box per section, headed with the section’s name

Edit the narrative

  1. Open the report link.
  2. Under Narrative Sections, write or update the text in each section.
  3. Choose Save Narrative.

You’ll see Narrative saved successfully. If you see Failed to save report narrative., your text wasn’t saved: copy it somewhere safe before leaving the page, then try again.

You can edit only the sections the report already has. There are no controls for adding a section, finalising a report or exporting it. If a report has no sections you’ll see No funder reports have been generated.

Writing for funders

Describe what changed for people as well as what you delivered. When you quote a figure from ThirdSectorBee, say what it counts: see How impact measurement works.

Related: view the impact dashboard.