Release Date: February 14, 2022

Summary: This deployment includes updates the Awardee section mostly with one minor update to the Reports section.



  • Updated the description on the fund financial page to explain that the purpose as well as the performance are pulled from Balance.
  • Updated the names of the awardee narrative types to be consistent in both the Awardee & Report template sections.
  • Added photo info and word count suggestions to report area templates.
  • Removed the requirements on all Awardee Details so client can choose which are necessary.
  • Within the awardee section added the ability to see if a photo has been uploaded and associated with an impact narrative.


  • New Report delivery tab will appear on the Reports section, but creating a new delivery is still in development.