Who Can Approve Reports
Report approval is restricted to users with the appropriate role:| Role | Can Generate Reports | Can Review & Edit | Can Approve or Reject |
|---|---|---|---|
| Organization Admin | Yes | Yes | Yes |
| Organization Manager | Yes | Yes | Yes |
| Field Officer | No | No | No |
Generating a Report
Open the Reports tab
Navigate to your project from the Projects sidebar and click the Reports tab at the top of the project page.
Select a report type
Choose from one of four report types:
Project Report
A comprehensive narrative covering activities, outputs, and outcomes for a single project. Ideal for internal reviews and project-level funder updates.
Ops Report
An operational summary focused on field team performance, submission rates, and data quality. Useful for programme management and internal accountability.
Donor Report
A funder-facing narrative that maps field data to grant indicators and logical frameworks. Formatted for external distribution.
Portfolio Report
An aggregated view across multiple projects. Available on Growth and Enterprise plans.
Data quality check
Before generating, Terriqon runs an automated data quality check on the underlying submissions. If the data is insufficient — too few submissions, too many blank required fields, or a data quality score below the threshold — you’ll see a quality warning. You can proceed to generate anyway (the report will note the limitation) or return to your data and follow up with your field team first.
AI generates the draft
If quality checks pass, the AI begins generating the report. This typically takes under 15 minutes. You can navigate away and continue other work — Terriqon runs the generation in the background.
Reviewing the Draft
The report review screen is split into three panels:- Report narrative (left): The full AI-generated text, broken into clearly labelled sections (Executive Summary, Activities, Outcomes, Recommendations, etc.). Every section is editable.
- Data metrics (right): The underlying aggregated figures used to generate the narrative — submission counts, completion rates, field-level statistics, and any computed KPIs.
- Redaction log (bottom): A record of every field that was automatically stripped from the AI pipeline because it was tagged as Personally Identifiable or Restricted. Review this log to confirm PII exclusion before approving.
Editing the Report
Every section of the report narrative is editable inline. Click any paragraph or heading to activate the text editor for that section. Common edits include:- Adding programme context the AI couldn’t infer from submission data alone
- Adjusting tone to match your organisation’s voice or a specific funder’s expectations
- Correcting figures if a data anomaly is spotted
- Inserting a quote or case study from your field team
Once approved, the report is final. If you need to make changes after approval, create a new report version from the Reports tab rather than attempting to modify the approved document.
Approving a Report
When you are satisfied with the draft:Confirm with your name
A confirmation dialog asks you to type your name as a digital signature. This confirms that a named, authorised individual has reviewed and approved the content.
Rejecting a Report
If the draft is inaccurate, incomplete, or otherwise unsuitable for approval:Enter a written reason
A reason is required — type a clear explanation of why the draft was rejected (for example: “Submission count is too low for the reporting period; please collect additional data from the northern district before regenerating”). This reason is visible to all Admins and Managers on the project.