Copy this summary to paste into an email to your supervisor or funder.
Organization Profile
Your name, type, and logo appear on reports and CSV exports. Your org type tailors your dashboard fields and reports.
PNG, JPG or SVG · Saved locally in your browser
Note: Automated sending requires Firebase Cloud Functions — coming soon. For now, use the Email Summary in Reports to copy and send manually.
Report Recipients
Add email addresses for supervisors, funders, or partner orgs who receive your reports. These are saved and pre-filled every time you email a report.
Recipients are saved locally on this device. Add one email at a time.
Monthly Placement Goal
Set a monthly target for participants placed in employment. Shows a progress bar on the Reports tab.
participants employed per month
Partner Network
Enable cross-org participant lookup. When a participant gives consent, their record can be found by other partner orgs using their phone number — letting you see their full journey across programs.
When enabled, participants who give consent can be found by phone number across partner orgs. Consent is always required from the participant first.
Document Checklist Templates
Set the required documents for your org type. These appear as a checklist on each participant record.