Creating a Report
Reports turn survey data into funder-ready and partner-ready outputs.
Wizard steps (what you will configure)
1) Report information
Define the scope and filters:
- Report name
- Project and/or site scope (depends on report type)
- Date range filter
- Survey status inclusion (completed-only by default)
2) Surveys
Select the surveys to include (the UI may limit selection, for example up to 10 surveys).
3) Report options
Choose a report type (preset) and include disclosure-ready sections:
- Report type: Custom, Project monitoring, Site monitoring, Organization summary (availability may depend on tier)
- Include MRV monitoring summary (tier-dependent)
- Include biodiversity & ecosystem health section
- Include environmental context per site
- Show baseline badge on surveys
- Claims language preset (none vs inputs vs verified)
Build report scope
- Open
Reports. - Select project and site scope.
- Apply survey and date filters.
- Name the report and generate.
Claims language (important)
When generating reports for external audiences, set claims language conservatively:
- None: no claims language (internal reporting)
- Inputs: describes activities and inputs (for example surveys conducted, restoration actions taken)
- Verified: only for verified outcomes that meet your verification and claim-stage governance
Use the project’s Integrity & claims metadata to keep claims consistent and defensible.
Reporting standards
- Use consistent reporting windows
- Keep protocol version explicit
- Include assumptions in notes
- Validate missing data before export
- Avoid mixing baseline and repeat surveys unless the report is explicitly comparative