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Generating a report

Purpose​

KCFIS generates BTR-format reports automatically from one or several Locked submissions. You choose the format, KCFIS does the maths and tabulation.

Who can generate​

Administrator only.

Two ways to start​

A. From the Submissions list​

  1. Open Submissions.
  2. Filter by Status = Locked.
  3. Tick the rows you want to include. Use the checkbox in the header to select all on the page.
  4. In the bulk actions toolbar, click Generate Report (N).
  5. Or, on a single row, click Generate Report in the actions column.

B. From an admin's Step 4​

After finalising a submission, KCFIS offers Step 4 of Submit Data for that submission only.

Step-by-step (the Generate Report screen)​

  1. KCFIS opens the Generate Report screen.

  2. Pick a report format:

    FormatWhat it isUse it for
    UNFCCC BTR Common Tabular Format 7aFinancial Support ProvidedDirect climate finance your entity provided.
    UNFCCC BTR Common Tabular Format 7bFinancial Support MobilisedClimate finance your entity helped catalyse from other sources.
    Internal Quarterly Finance SummaryInternal management viewInternal review and planning, not for UNFCCC.

  3. Each format has an explanation panel describing exactly what it covers — read it to make sure you have the right one.

  4. Click Next (or Generate Report).

KCFIS creates a new report with status Pending, then Generating, then Completed, and opens the Report Summary.

Expected result
  • A new entry appears at the top of the Reporting list.
  • The Report Summary screen shows download buttons.

How long it takes​

Most reports take a few seconds to a minute. Larger combined reports (many submissions or large rows) can take longer. KCFIS continues in the background — you can navigate away and come back; the report appears on the Reporting list.

Common errors​

You seeMost likely causeFix
Generate Report is disabled in the bulk toolbarSelected rows are not all LockedFilter by Locked first.
Report stuck on GeneratingBackground worker is slowWait a minute; refresh the page. If it stays stuck, contact Support.
Report status is FailedUnderlying submission has an issue (rare)Open the report, read the error, and retry. Contact support with the report ID if it persists.