Provide Report Feedback

Provide feedback on your grantees reports in True Impact.

1. 1. Login to your True Impact account
   2. Select "Feedback" from the menu at the top of your screen
   3. Enable any relevant filters. Options include:
      1. Relationship Manager
      2. Portfolio Name
      3. Status (status of the report such as draft, awaiting feedback, etc)
      4. Due Date
      5. You can also search for reports or sort by program name or due date
   4. Select the report you wish to review.
   5. Navigate through report sections using the dropdown menu and the "Next Section" and "Previous Section" buttons.
   6. Click on a comment marker to view existing feedback from True Impact staff. You can reply directly to these comments using the threading feature to create a discussion.
   7. Add your own comments in the text box.
   8. Click "Save" after entering each comment.
   9. After adding all comments, click "Done with Feedback".
   10. When you are ready for the grantee to see your feedback, click "Send Feedback". 

Feedback FAQs

Q: How do I know which items True Impact also gave feedback on?

A: The new platform allows for threaded comments, so any answer with a "1" next to it means there is a comment already there! You can open it up and see what feedback was already left by True Impact. You can also add your own thoughts and feedback on the same item by adding to the thread.

Q: Will our grantee's have already updated the report by the time we review?

A: No, they will receive feedback from True Impact and your team at the same time so they only need to go through the feedback round once, which saves them some time.