Prepare reliable project, indicator, finance and evidence records for IATI reporting. This guide separates data preparation, export checks and public publication so your team can plan its responsibilities.
Review records, reporting requirements and sensitive information.
Inspect the actual file, validate its structure and confirm donor requirements.
Approve public disclosure, publish through your chosen workflow and keep data updated.
These are common IATI data families and related EMPOBase workspaces. They are not a guarantee that every field is exported. Inspect the generated file: coverage can differ between export and publication workflows.
Organisation and activity identifiers, activity status, and planned versus actual dates.
Funders, implementers and partners named on the activity, each with a role.
Sector codes plus the places where work happens, from country down to site.
Check which baselines, targets and actuals are included. Do not assume every indicator is exported.
Review transaction types, dates, currencies and values against your source records.
Only publish document links approved for public access. Private attachments are not public evidence.
Good records are the starting point. File review, privacy decisions, validation and public publication each need an agreed owner.
Use consistent organisation, donor, project, sector, location, and reporting-period records before export. IATI quality starts with ordinary data discipline.
Link indicators, outputs, field reports, files, and finance records to the same project structure so narrative and numbers can be checked together.
Review names, locations, descriptions and finance narratives before any public preparation or upload to an external validator. Then use the official IATI Validator. Validation does not confirm data accuracy or donor-specific requirements.
Creating a publication can make files publicly accessible before registration. Approve disclosure first, then register approved public file URLs through IATI Account or follow your publishing tool’s workflow. Keep updates and corrections traceable.
Available formats depend on the report, plan and permissions. Confirm the IATI workflow enabled for your organization and inspect its output before committing to a reporting requirement.
Export supported tabular reports. Coverage differs by report.
Export supported formatted reports; review their contents before sharing.
For IATI export on Pro or Enterprise, contact us to confirm availability, the enabled workflow and field coverage. Export, validation, public hosting and registration are separate steps.
Guidance checked on 9 October 2026. Follow the current official documentation and your donor’s requirements.
Review required fields, mappings, safeguards and publishing responsibilities with sample data before making a reporting commitment.
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