This is a pilot feature with limited availability to pilot users only. For access, please reach out to support@upmetrics.com.
IPR is UpMetrics’ two-sided reporting solution catering to both funders and producers* with the aim to:
🤝 strengthen the funder-to-producer relationship,
⏬ reduce the burden of reporting, and
🎯 Centralize and streamline impact data sharing.
* Funders refer to foundations, and impact investors that fund/invest producers. Producers refer to the organizations that aim to produce or bring an impact on environmental issues, social issues, or corporate governance
In the impact portfolio reporting cycle, funders tend to be survey creators, and producers tend to be survey recipients.
Collect --> Outgoing Surveys
This is where funders will kick off the IPR process in order to collect the information needed for their reporting purposes.
Within this area, funders will be able to:
- Create, copy, and edit their surveys
- Send their surveys
- Perform active tracking and management of sent surveys
- View survey responses
Outgoing Surveys: Draft, Active, Closed tabs
Within the Outgoing Survey landing page, there are 3 navigational tabs that allow you to delineate your work based on surveys drafted, surveys activated, and surveys that are closed.
Draft tab will contain all the surveys that are in Draft and Ready-to-send status. When surveys are in this tab, you can always make changes to the surveys in Draft status, or toggle it to Ready-to-send when you’re done with your draft but require someone else to perform a final review on it.
You may toggle between Draft and Ready-to-send. Surveys in Ready-to-send status will be displayed in a preview state. To make any changes or edits to your survey, toggle it back to Draft status.
The Active tab contains all the surveys that have been sent out and are currently actively collecting responses. Navigate to these surveys to keep track of progress, send reminders and perform the needed follow up with your survey recipients.
Closed tab will contain all the surveys that are closed. Once a survey is closed, you don’t have to worry about tracking and management of that survey any more!
Collect --> Incoming Surveys
This is where producers will leverage the data they have to provide progress data back to the funders as part of their reporting cycle.
Within this area, producers will be able to:
- Access and manage survey requests
- Edit, save, complete, and submit their surveys
- View completed survey submissions
Important: Impact Portfolio Reporting requires all producers to have UpMetrics logins in order to enable the tracking and management features. All other data collection use cases that do not require logins will continue to be served through the data collector feature.
👏 Now you're ready to kick off your impact portfolio reporting cycle. Good job!