Admin Settings

Generate a Report

Choose a report type and reporting period. Reports draw directly from the records logged below and can be printed or saved as PDF for funders.

Period start

Period end

Leave the dates blank to include all records on file.

Program Records

The data that powers every report. Keep these up to date as services are delivered, volunteers pitch in, and contributions come in.

Service Records

Every charitable job needs before and after photos, hours, and household feedback on file to count as fully documented for grant compliance. Open Impact on a row to log them.

Date	Client / Household	Service	Type	Hours	Value	Documentation

Customer Contacts

Phone, email, and service address for every household on the books — the people behind the service records. Link a household here to a job so its contact details travel with the work.

Client / Household	Contact	Phone	Email	Service Address	Jobs	Status

Volunteer Hours

Date	Volunteer	Role	Hours	Activity

Match & In-Kind Contributions

Date	Source	Type	Description	Amount

Recurring Payments

Scheduled payments that repeat on a set frequency between a start and stop date — e.g. a monthly grant disbursement or quarterly sponsorship. Reports count each occurrence that falls within the reporting period.

Source	Type	Frequency	Amount	Start	Stop

Generate a Report

Program Records

Service Records

Customer Contacts

Volunteer Hours

Match & In-Kind Contributions

Recurring Payments

Add Service Record

Log Volunteer Hours

Add Contribution

Add Recurring Payment

Add Customer

Impact Documentation

Before

After