Publish impact statements

To publish multiple impact statements at the same time:

1. Go to Stewardship, Dashboard and then select Impact statements to publish.

2. Select one or more impact statements.

3. Review the Application Updated column. If this column has a value of Yes, the statement is outdated. You may want to choose this statement and select Act on Selected, Update New Data.

   Note: When you update a statement with new data from the grid, the system overwrites any previous edits to all Disbursement fields. To update specific fields, edit the disbursement record.

4. At the bottom of the list, select Act on Selected, Publish.

Tip: To remove impact statements from the donor portal and future donor reports, select Act on Selection, Unpublish.

To publish individual impact statements:

1. Go to Stewardship, Dashboard and then select Impact statements to publish.

2. On a specific statement, select View.

3. At the top left of the screen, select Publish.

Tip: To unpublish individual impact statements, go to the specific statement record and select Unpublish.

Sometimes, recipients provide statements with typos or other errors. Alternatively, you may want to evaluate the new data available on a statement and choose which information to update.

1. Go to Stewardship, Dashboard and then select Impact statements to publish.

2. On a specific statement, select View.

3. At the top left of the screen, select Edit Statement.

4. Compare published information on the left with pending information on the right. Updated fields—due to a new recipient upload, changes in impact statements, or manual edits made by administrators—are marked with a triangle (▲).

5. Edit field information on the right or, if you want to push the new information from the left, click the right-pointing arrow next to each field you want to update.

6. Select Update Statement.