1. Community Development Platform
  2. Reports and analytics
Reference

Reports for the questions your team asks

Review case status, need outcomes, decisions, exceptions and follow-up.

Overview
Community Development Platform · Overview

Community Development Platform dashboard

This quarter

Follow up actions in view
6
Open
3
In progress
3
Due date in 14 days
3

Funding cases by status

How far records got this quarter

StageReachedStep
Draft34
Submitted721%
Verified229%
Decided150%

Revision by status

Sample totals per stage

0
-4000Draft
-1000Submitted
-4000Verified
-1000Decided
-4000Delivered
Example screen with sample data

More reports

Funding cases by status List

Show cases grouped by current status and program.

Community needs by outcome List

Compare pending, accepted and rejected need amounts by case.

Reviewer decisions by revision Grouped

Show each case, revision, reviewer decision and reason.

Outstanding follow-up List

List open actions by assigned team member and due date.

Delivery trace Grouped

Show operation runs with their ordered receipts and result states.

Execution exceptions List

List failed or reconciliation-required runs with their failure reasons.

Program case activity Grouped

Show each program's funding cases with owners and submitted dates.

Attachment verification List

List documents with their verification state and verifier.

Set up Community Development Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started