AI Impact Report Writer
Create professional impact reports about your grant programme in minutes. The AI Impact Report Writer analyses your grant data, identifies compelling stories, and generates a beautifully designed report — all with minimal effort from you.
Why Use the AI Impact Report Writer?
Save hours of work — Turn weeks of report writing into minutes
Data-driven insights — AI analyses all your grants to find meaningful patterns
Professional design — Get publication-ready reports with charts and visuals
Real case studies — Automatically identifies and writes up compelling grantee stories
Iterate with AI — Refine your report through conversation
Accessing the Impact Report Writer
Go to your fund
Click Manage & Monitor in the top right
Select the Summary tab
You'll see the Impact Report Writer interface
How It Works: Four Phases
Phase 1: Configure Your Report
Start by telling the AI what kind of report you want:
Page Title — What to call your report
Page Focus — Guide the report's emphasis (e.g., "Focus on beneficiary stories" or "Emphasise geographic distribution")
Font Selection — Choose a font family for your report
Style Guidelines — Any specific styling preferences
Output Format — Interactive web version or PDF export
Phase 2: AI Research
Click Generate and the AI gets to work. During this phase, it:
Analyses all your grant applications and their responses
Reviews monitoring reports from grantees
Examines payment and disbursement data
Calculates key metrics (total awarded, disbursed, average grant size, beneficiaries reached)
Identifies 3-5 compelling case studies from your grants
Finds patterns and insights across your portfolio
You'll see research insights appear as the AI works through your data.
Phase 3: Report Generation
The AI creates a complete visual report including:
Hero section — Fund name and headline statistics
Data visualisations — Charts showing grant distribution, themes, and outcomes
Geographic maps — Where your grants went
Narrative sections — Written analysis of your impact
Case studies — Real stories from your grantees with outcomes and beneficiary information
Statistics cards — Key metrics displayed prominently
Watch the report build in real-time as the AI generates each section.
Phase 4: Refine Through Conversation
Not quite right? Use the chat interface to refine your report:
"Make the hero section more prominent"
"Add another case study focusing on youth programmes"
"Change the chart colours to match our brand"
"Move the geographic section higher up"
"Add more detail about the environmental projects"
The AI modifies your report in real-time based on your feedback. You can also upload additional files for context.
What Your Report Includes
Automatic Metrics
The AI calculates and displays key statistics:
Total amount awarded
Total amount disbursed
Number of grants made
Average grant size
Number of beneficiaries reached (if tracked)
Geographic coverage
Data Visualisations
Choose from multiple chart types:
Bar charts — Compare categories or time periods
Line charts — Show trends over time
Pie charts — Display proportions
Area charts — Visualise cumulative data
Maps — Geographic distribution of grants
Case Studies
The AI identifies your most compelling grants and writes up detailed case studies including:
Organisation background
What they were funded to do
Outcomes achieved
Beneficiary impact
Quotes and evidence (where available in your data)
Each case study links back to the original grant for reference.
Output Formats
Interactive Web Version
A fully interactive report that:
Works on any device
Has clickable elements and hover states
Can be shared via link
Updates if you regenerate
PDF Export
A print-ready document that:
Is optimised for A4 printing
Has proper page breaks
Can be downloaded and shared
Works offline
Managing Your Reports
Saving Reports
Reports are automatically saved as you work. You can:
Save as draft — Continue editing later
Publish — Make available for sharing
Duplicate — Create a copy to experiment with
Report History
Access your previous reports from the sidebar:
Browse all saved reports
Search by title
Sort by date
Delete reports you no longer need
Undo and Redo
Made a change you don't like? Use undo/redo to step through your edit history.
Tips for Great Reports
Be specific with your focus
Instead of "Make a report", try "Create a report focusing on youth employment outcomes, highlighting geographic spread across the North West".
Have good data
The better your grant data (monitoring reports, outcomes tracking), the richer your report will be.
Iterate in conversation
Don't try to get everything perfect in the first generation. Use the chat to refine section by section.
Use for different audiences
Generate different versions for different audiences — a summary for board members, detailed version for funders, public version for your website.
Frequently Asked Questions
How long does generation take?
Typically 1-3 minutes depending on how much grant data you have. The research phase can take up to 5 minutes for very large portfolios.
Can I edit the report manually?
Use the chat interface to request changes. The AI will modify the report based on your instructions.
What if I don't like a case study?
Ask the AI to "replace the first case study with one about [topic]" or "remove the case study about [organisation]".
Can I add my own content?
Yes. Upload documents through the chat and ask the AI to incorporate specific information or quotes.
Will it include rejected applications?
No. The AI only analyses approved, awarded, or completed grants — not rejected applications.
Can I use this for annual reports?
Absolutely. Set your date filters appropriately and ask for a year-in-review style report.
