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Update WCF reporting workflow
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Description

With the updated reporting structure for WCF funding (Financial as well as Impact) we need to look over the existing workflows and templates to ensure they fit the new format. Included in this is:

  • The old impact report was re-used for our Verksamhetsberättelse. We would like to keep the current format of the latter, to what extent is re-use of the material still possible.
  • The Financial report was based on some fairly sophisticated logic extracting the necessary info from our Budget and an export of our bookkeeping records. to what extent is this doable in the new system? To what extent can the contents be generated as a whole (rather than having to be copy pasted in piecemeal.
  • ...

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Event Timeline

Possibly part of Deloitte impact day 2023 (T337099).

@Lokal_Profil Should anything be done here or should we just close the task?

Lokal_Profil edited subscribers, added: elenorweijmar; removed: Lokal_Profil.

It can probably be closed. The main thing to be aware of (for @elenorweijmar) is that some of our existing documentation may refer to such templates/reports which are no longer of relevance.