COMMUNITY INVESTMENT MANAGEMENT

Customize your reporting

Use Optimy’s visualization tools for a better follow-up and report of your projects

A grants manager after processing research grant applications efficiently using Optimy

Custom report feature

What is Optimy’s custom report feature?

Project follow-up can be tedious once numbers and metrics start adding up. With our chart visualization feature, you can gain clarity on each project’s follow-up and return on investment.

How does it work?

Custom Report Implementation

1. Define the data you need
‍Choose the form you need to create data visualization for. You can create charts directly from the application form, or from the Charts display of your Optimy tool.

2. Adapt your charts to your need
‍Configure the chart type within an extensive list of formats, to make sure it’s most adapted to the data you need and want a clear follow-up on.

3. Broadcast your work!
‍Metrics are key to convey info : create documents displaying the scale of the impact you’re making. Share those custom pdfs and Excel sheets to the stakeholders.

What is Optimy’s custom report feature?

Do you want to see first-hand how the custom report feature works? Book a demo with one of our experts. You’ll get an overview of the tool, and we’ll take the time to deep-dive into the specific features you need for your Corporate Social Impact projects.

Get a Free Demo

Optimy is the world’s most configurable solution that helps organizations amplify their positive impact and build meaningful relationships with causes, communities, customers, and employees.

We are committed to helping organizations be a force for good in the world. As a result, the Optimy platform is designed to reduce friction and break down barriers to amplify your positive impact.

1- Collecting

Make applying to your CSR offers easy! Collect all the data you need in one place to make your decision-making process quicker and more efficient.

2- Evaluation

Define your own KPIs for an automatic screening of projects, and use the collaborative platform with evaluators to determine the best projects to invest on.

3- Project Management

Follow your project from A to Z. Define and get reminded of tasks and to-dos. Work with the different stakeholders directly from the platform.

4- Measuring

Access data for your financial investments, the projects ROI, your social impact… Create personalized reporting to better communicate on your work with colleagues and stakeholders.

350+

Happy customers
worldwide

1.5M+

Social Impact projects
managed through Optimy

94%

Retention rate

4.6⭐

Reviews on Capterra