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IATI guide

Prepare donor data before export day.

IATI reporting is easier when the operating system already carries clean project structure, indicators, locations, finance records, and supporting evidence. This guide explains how EMPOBase helps teams get there.

What an activity file carries
  • Activities & dates
  • Results & indicators
  • Budgets & transactions
  • Sectors & locations
  • Documents
Where each block comes from
Projects → identity MEAL → results Finance → transactions
Illustrative IATI activity XML — the format donors receive. Sample data.
IATI at a glance
  • International Aid Transparency Initiative
  • An open XML standard — currently version 2.03
  • Requested by a growing number of institutional funders
The standard, decoded

What IATI asks for — and where it already lives

An IATI activity file is a structured record of who funds what, where it happens, what it costs and what it achieves. Each element family maps to records your team already keeps — EMPOBase holds them in one project structure.

Identity & dates

Organisation and activity identifiers, activity status, and planned versus actual dates.

In EMPOBase: Projects

Participating organisations

Funders, implementers and partners named on the activity, each with a role.

In EMPOBase: Donors & partners

Sectors & locations

Sector codes plus the places where work happens, from country down to site.

In EMPOBase: Projects · Locations

Results & indicators

Baselines, targets and actuals for the indicators the activity reports against.

In EMPOBase: MEAL · Indicators

Budgets & transactions

Budgets, commitments, disbursements and expenditure, each dated and valued.

In EMPOBase: Finance

Documents

Reports, evaluations and agreements linked to the activity they describe.

In EMPOBase: Files & evidence
Readiness checklist

Four habits before export day

None of this waits for an XML button. Clean publishing is mostly the product of ordinary, day-to-day record discipline — start now and export day becomes routine.

  1. Step 1

    Keep project identity clean

    Use consistent organisation, donor, project, sector, location, and reporting-period records before export. IATI quality starts with ordinary data discipline.

    • One canonical record per donor, sector and site
    • Reporting periods that match the grant calendar
  2. Step 2

    Tie activities to evidence

    Link indicators, outputs, field reports, files, and finance records to the same project structure so narrative and numbers can be checked together.

    • Baseline, target and actual on every indicator
    • Field reports and files attached to the project they evidence
  3. Step 3

    Export only what is ready

    Pro and Enterprise tiers support IATI-oriented export workflows. Teams should review sensitive fields before publishing externally.

    • Sensitive names and precise locations reviewed first
    • Publish-ready fields agreed before anything leaves the system
  4. Step 4

    Keep a change record

    Use audit logs and changelog notes when correcting figures, revising dates, or moving activities between reporting periods.

    • Corrections logged with who, when and why
    • Revised figures traceable back to the original entry
Product state

What EMPOBase exports today

EMPOBase supports CSV and PDF exports across reporting surfaces, with IATI-compliant XML export planned for Pro and Enterprise workflows. We keep the public guide honest so teams can plan around the current product state.

Available today

CSV exports

Live

Structured data out of every reporting surface — indicators, reach, finance.

PDF exports

Live

Formatted reports ready to share with donors and boards.

Planned

IATI-compliant XML

Planned Pro & Enterprise

Planned for Pro and Enterprise export workflows — follow progress on the roadmap.

Clean records now, calmer export days later.

EMPOBase keeps projects, indicators, finance and evidence in one structure — so reporting day is an export, not a reconstruction.