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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Partner Reports

Report on each partner relationship per reporting period, including assessments, accomplishments, and lessons learned.

Partner Reports is where a persistent Partner becomes a per-period record. The partner itself carries no reporting period; each report covers one or more periods and scopes the partner's contacts, contributions, and activities to those dates.

Getting Started

To access Partner Reports, hover over the Reflect menu in the top navigation bar and click Partner Reports. The list opens filtered to the current reporting year.

The list shows Partner, ID, Reporting Period, Program Areas, Type, Responsible Unit, Completed, and Created by. You can customize which columns appear, filter the list, and export the results.

Workflow

1

Create a Partner Report

Select the partner and the reporting period(s) the report covers, then record the jurisdiction level and depth of relationship.

2

Partner Activities

Choose which of the partner's activities and contributions from those periods belong in this report.

3

Assessments

Record any formal assessment of the partnership, with the tool used, the date, and the results.

4

Accomplishments & Lessons

Document what the partnership achieved and what you learned from it.

5

Mark a Partner Report as Complete

Review the completion requirements and submit the report.

Additional Actions

  • Export — Download partner reports and their assessments, accomplishments, and lessons.

TIP: A partner can have more than one report covering the same reporting period — for example, one report per project or per responsible unit. The period picker offers every current period regardless of what the partner's other reports already cover.

GLOSSARY: Partner Reports terms

  • Reportable partner — An active partner you can view, which can therefore be reported on.

  • Responsible Unit — The unit doing the work this report describes. It can differ from the partner's own unit.

  • Jurisdiction level — The level at which the partner operates, such as city, county, or state.

  • Depth of relationship — How developed the working relationship is, from initial networking through full collaboration.

  • Period-scoped — Limited to the date ranges of the report's selected reporting periods.

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