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IFR Reports

Interim Financial Reports (IFR) are periodic financial reports intended for donors.

Concept​

IFRs present the financial status of the program over a given period (usually quarterly):

  • Actual expenditures
  • Budget consumed
  • Forecasts
  • Variances

Access​

Side menu: Reports > IFR Reports

Required permission: rapports.ifr

Create an IFR report​

Step 1: Parameters​

  1. Click New report
  2. Select:
    • Program: Program concerned
    • Period: Quarter or custom period
    • Type: Standard or detailed

Step 2: Generation​

  1. Click Generate
  2. The system compiles the data
  3. The report is created with Draft status

Step 3: Review​

  1. Verify the figures
  2. Add comments if necessary
  3. Correct any errors

Step 4: Validation​

  1. Click Finalize
  2. The report is locked
  3. It can be exported and transmitted

IFR report structure​

Section 1: Executive summary​

  • Period covered
  • Total expenditures
  • Initial and revised budget
  • Consumption rate

Section 2: Expenditure statement​

CategoryBudgetExpendituresBalance%
Transfers----
Operations----
Equipment----
Total----

Section 3: Expenditures by component​

Detail of expenditures by program component.

Section 4: Forecasts​

Expenditure forecasts for the following period.

Section 5: Annexes​

  • List of payments
  • Supporting documents
  • Explanatory notes

Report statuses​

StatusDescription
DraftReport under preparation
Under reviewSubmitted for verification
FinalizedApproved and locked
TransmittedSent to donor

Export​

IFR reports can be exported in:

  • Excel: Editable tabular format
  • PDF: Formatted official document
  • Word: For additional modifications

Standard format​

The PDF format follows the donor standard template with:

  • Official header
  • Standardized tables
  • Required signatures

Report history​

All reports are archived and accessible:

  • By period
  • By program
  • By status

Supporting documents​

Attach supporting documents:

  • Bank statements
  • Invoices
  • Reconciliation reports

Comparison​

Compare reports across periods:

  • Expenditure evolution
  • Budget variances
  • Trends