> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/reflect/partner-reports.md).

# Partner Reports

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

**Partner Reports** is where a persistent [Partner](/engage/partners.md) 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

{% stepper %}
{% step %}

#### [Create a Partner Report](/reflect/partner-reports/create-a-partner-report.md)

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

{% step %}

#### [Partner Activities](/reflect/partner-reports/create-a-partner-report.md#partner-activities)

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

{% step %}

#### [Assessments](/reflect/partner-reports/assessments-and-accomplishments.md#assessments)

Record any formal assessment of the partnership, with the tool used, the date, and the results.
{% endstep %}

{% step %}

#### [Accomplishments & Lessons](/reflect/partner-reports/assessments-and-accomplishments.md#accomplishments-and-lessons)

Document what the partnership achieved and what you learned from it.
{% endstep %}

{% step %}

#### [Mark a Partner Report as Complete](/reflect/partner-reports/mark-a-partner-report-as-complete.md)

Review the completion requirements and submit the report.
{% endstep %}
{% endstepper %}

## Additional Actions

* [Export](/reflect/partner-reports/export.md) — Download partner reports and their assessments, accomplishments, and lessons.

{% hint style="info" %}
**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.
{% endhint %}

<details>

<summary>GLOSSARY: Partner Reports terms</summary>

* **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.

</details>