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How to report indicators to several donors without rework

By the EMPOBase team · · 4 min read

Short answer

Keep one master list of your own indicators, each with a clear definition and a single data source. Then build a crosswalk that maps each master indicator to the wording, period and format each donor asks for. Collect once, check once, and reshape the same numbers for each report. Flag the cases where donor definitions truly differ.

Key points

  • Collect once against your own master indicators; reshape for each donor afterwards.
  • A crosswalk table maps your indicator to each donor's wording, period and disaggregation.
  • Where a donor definition differs, record the difference rather than forcing it to fit.
  • Agree donor indicators at the start of the grant, not at report time.

Why does multi-donor reporting cause so much rework?

A country office with three grants often has three sets of indicators. One donor wants “number of people trained”. A second wants “number of women and girls trained”. A third wants “number of people who passed the post-training test”. Each asks for a different period and a different form.

If each project team collects data for its own donor, the same activity gets counted three times, in three files, with three slightly different rules. At report time, someone reconciles them by hand. The work is slow, and two reports can show two different totals for the same event.

What is the one-list approach?

Collect once against your own list, then reshape for each donor. The list has three layers:

  1. Master indicators. Your organization’s own indicators, each with a definition, unit, source and disaggregation.
  2. Raw records. Attendance sheets, survey rows and distribution lists, stored in one agreed place.
  3. Donor views. Each report is built from the same records, using the donor’s wording and period.

Everything depends on the master definition being precise. If it is vague, the donor views will drift apart.

How do you build a crosswalk?

A crosswalk is a table that maps each master indicator to what each donor asks for. Build it when you sign the grant.

Master indicatorDonor A wordingDonor A periodDonor B wordingDonor B periodNote
People attending hygiene sessionsPersons reached with hygiene promotionQuarterlyParticipants in hygiene educationSix-monthlySame records; B counts only those who attended two sessions
Households with a working latrineHouseholds with access to sanitationAnnualSameAnnualDefinitions match

Follow these steps:

  1. List every indicator each donor requires.
  2. Match each one to a master indicator. If none fits, decide whether to add a master indicator or treat it as donor-specific.
  3. Write down any difference in definition, period or disaggregation.
  4. Ask the donor to confirm anything unclear. Do this early.
  5. Share the crosswalk with the teams who collect data.

What if definitions truly differ?

Sometimes you cannot reconcile them. One donor counts a person once per year; another counts each attendance. Do not bend the field data to match. Instead:

  • Keep the raw record detailed enough to produce both numbers.
  • Write down the rule used for each report.
  • Add a short note beside the figure so a reader sees why two numbers differ.

Be careful with totals across donors. If two grants fund the same activity, adding their reach numbers can count the same people twice. Our article on reach totals and double counting explains why.

How do you handle different reporting periods?

Donors rarely share a calendar. One reports on the calendar quarter, another on a grant year that starts in July. Collect data monthly where you can, with the date of each event. You can then group the same records into whatever period each donor needs. If you collect only quarterly, you cannot rebuild a different period later. For more on this choice, see how to choose reporting periods for indicators.

What routine keeps this working?

  • At the start of each grant: update the crosswalk and the master list.
  • Each month: one person checks that data is complete and consistent.
  • Before each report: one person approves every donor-facing number and signs off the crosswalk for that report.
  • Once a year: retire master indicators nobody uses, and merge ones that overlap.

Keep a short log of questions asked by donors and the answers given. The next report will go faster.

Where EMPOBase fits

In EMPOBase, project indicators sit in Monitoring, results frameworks are tied to Programs, with a library of 235 indicators you can adapt to your master list. Approved collection submissions update indicator actuals, so a reviewer can check data before it counts. You can record donors in Donors and give donors read-only access through External Access. Keep the crosswalk itself in a document your team maintains, and check in a walk-through how your donors’ formats fit. See the indicator library for sample definitions.

Questions people ask

What if two donors count the same activity differently?

Record both definitions in the crosswalk and calculate each number from the same raw records. Do not change the field data to fit one donor. Explain the difference in a footnote when you report.

Can we add our own indicators to a donor's list?

Usually yes, if you agree it in the grant documents. Own indicators help with learning, but keep them few so the burden stays low.

Should the same person report to every donor?

Not necessarily, but one person should own the master list and approve every donor-facing number. That avoids two reports quoting two different figures.