Funder reports backed by program records you can review.

We need participant, attendance, and outcome records ready for our funder report. Partner files and evidence arrive separately. Can you bring them together and show what is still missing?

Mage

Yes. We’ll build it, check the result with your team, and keep it running.

Prepare participant and outcome reports
Find missing reporting evidence
Check indicators across periods
Use maintained data for answers, charts, and approved AI work

Choose one workflow to start. We’ll work out the scope and plan together.

Overview

We build it. Your team puts it to work.

Prepare funder reporting datasets with traceable program records and clear evidence gaps.

We handle the implementation

We connect the agreed sources, build the workflow, and check the prepared funder datasets with your team.

We keep the work running

Recurring runs, checks, and safe recovery stay with us. Decisions that need your judgment come to your team.

You use the result

Ask which indicators lack evidence, chart partner-file readiness, and prepare approved reporting follow-ups.

Three workflows we can take off your team’s plate.

For program evaluation and grants reporting leaders. Start with the output you need most, then expand when it works for your team.

Funder datasetsFrom program records

Match participants

Check indicators

Reporting period

Prepare participant and outcome reportsCombine approved participant, attendance, service, and outcome records into a checked funder-report dataset.

Distinguish missing and unknown records from valid zero counts.

Focus the reviewEvidence worklistsPartner submissions

Check gaps

Find evidence gapsCompare expected records. Show partner evidence gaps.

Indicator reviewsIndicator tablesReview cycle

Align definitionsCheck periods

Check period indicatorsUse approved definitions. Show changed period counts.

From source records to funder datasets.

Your program systems hold participant and service records. We bring the remaining partner evidence together and check the funder dataset against approved indicator definitions.

Funder datasets

InputProgram records

RuleMatch participants

CheckCheck indicators

TimingReporting period

OutputFunder datasets

ForProgram reporting

Start with trusted recordsReview people and partners. Confirm reporting rules.

Check deduplication, reporting windows, indicator definitions, and totals.

Reporting period

Program records

Match participants

Check indicators

Build around your rulesUse approved counting rules. Keep missing evidence explicit.

Reference

Participant IDsPT1042

Indicator totals41 served

ResultChecked

Prepared

Participant IDsPT1042

Indicator totals41 served

ResultChecked

Check the resultCheck participants and periods. Match approved indicator totals.

Launch funder datasetsReady for review

Approve the launchYour team reviews the result. Keep required approvals.

Keep your funder datasets ready after launch.

Refresh program and partner evidence for each report. Missing records stay visible rather than turning into assumed outcomes.

Funder datasetsResult reviewed

Match participants

Late partner fileRecovery checked

Funder datasets rechecked

Recover within the rulesHold the affected report inputs until evidence arrives, then recheck counts. Your reporting owner resolves unsupported outcomes.

Check funder datasets

41participants ready

2participants held

Funder datasets checked

Check for exceptionsCheck periods and duplicates. Flag missing source evidence.

Meet the delivery windowAgree peak volumes. Plan the delivery window.

Use the same data to answer the next question.

Ask which indicators lack evidence, chart partner-file readiness, and prepare approved reporting follow-ups.

Which indicators are missing supporting evidence?

Your systems stay. Your team stays in control.

Program and funder systems stay in place. Your team validates evidence, approves definitions, and certifies the report.

Runs where you need it

Team spaces

Access you control

FinanceF

Draft

GrowthG

Review

OperationsO

Live

Your systems

Keep your systems

Use agreed sources. Choose where it runs.

Your decisions

Control access

Set team access. Review each change.

Our support

Get ongoing help

Get help with issues. Plan agreed changes.

Explore enterprise

Start with your funder datasets.

Tell us what your funder datasets must contain, who uses the result, and when it is needed. We’ll work with you on implementation, result checks, and ongoing operation.