Monitor impact statements

Follow the progress of impact statements using system grids and categories.

Find impact statements by visiting the Impact Statements tab of an opportunity or going to Stewardship, Funds, Impact Statements.

From either of these grids, you can:

  • Select View to see additional details about an impact statement

  • Manually update statement categories by selecting one or more and selecting Act on Selected, Categorize

Use categories to learn more about the status of each impact statement:

  • Queued:

    • Impact statement exists

    • Start date on fund has not passed

    • Recipient has not received an invitation

  • Requested:

    • Start date on fund has passed

    • Recipient Invitation Instructions email has been sent

    • Recipient has not logged in to view statement

  • Drafted:

    • Recipient has logged in and viewed impact statement

    • Recipient has not completed all required questions

    • Statement is not available to share with donors

  • Submitted:

    • Recipient has submitted impact statement

    • Statement is added to the Publishable Statements grid

    • Statement can be edited and published to share with donors

  • Removed:

    • Statement is removed from the Publishable Statements grid

    • Statements cannot be edited or shared with donors

Note: To prepare impact statements for donor viewing, see Prepare and send donor reports or Prepare your donor portal.