Account Management
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      Organize Your Programs & Reports

      Programs are the folders that hold your annual reports. Follow these steps to create and organize your programs and reports.

       

      Creating a Program

      In True Impact, you will first create your "program" which will serve as the folder for your annual reports. To do so...

      1. Navigate to the Reports page and click "Add New". 
      2. Select "New Program" from the dropdown menu.
      3. Enter a descriptive name for the program in the "Program Name" text box.
      4. Choose the Reporting Manager from the dropdown menu to serve as the program's main point of contact.
      5. Click "Create Program". 
      6. Your Program will only appear in the lefthand menu once your first annual report is created within in. 

      Repeat these steps for all of your organization's core Programs.

      To organization the programs in your account, follow these steps:

      1. Visit the Reports tab
      2. Find and click on the program on the lefthand side that you want to make edits to
        1. To change the program name:
          1. Click "Edit Program" 
          2. Find the pencil icon next to the program name and click on it
          3. Type in the new name of the program
          4. Hit the save icon
          5. Refresh your browser to see the change reflected
         
        1. To move a report to a different program:
          1. Find the report
          2. On the far right of the report listed, click on the actions icon
          3. Click "Change program of this report"
          4. Use the drop down to find the program you want to move the report to and click "Change program"
         
        1. To change a report Program Manager:
          1. Click "Edit Program" 
          2. Under the Report Manager drop down, select the staff person who should receive notifications for that program
          3. Click "Save"

       

      Creating a Report

      Now that your programs are created, you can create your annual report. 
      1. Click "Add New" and select "New Report".
        1. If this is your first report in the platform, choose "Create New Report" and click "Next".
        2. If you have existing reports you'd like to work off of, you can select "Clone Existing Report".
      2. Select the relevant program you want to create your report for as well as the report year you want to cover.
        1. If your report year spans more than one year (for example, the 2024-25 academic year), pick the year that the program starts in (so in this case 2024).
      3. Click "Create Report". You'll see a confirmation message that will prompt you to open the report to start working on it.