Template Configuration

The organization chooses a template to configure as part of their Impact implementation. The configuration includes:

• Name of Report
• Fund financial page from Balance
• Recipient Images
• Narratives (ie student messages)

Personalizing a Template

Once a template is created, the user provides content to populate it with through the Impact user interface. Personalizing of the template includes:

• Upload of images needed for the report pages chosen
• Upload of written content for all pages chosen for display (i.e. cover letter, Endowment Overview, glossary)
• Upload of statistics and labels for graphic pages
• Upload of logos and other organization imagery/branding data