Excel or Google Sheets
A tracker your staff already maintain: session attendance, community visits or education goals. Upload the Excel file directly, or download your Google Sheet as Excel or CSV.


It turns your spreadsheet of activities, attendance and goal progress—plus a short staff update—into an editable board-report draft. You get an executive summary, key results, challenges and next steps, ready to download as PDF or Word.
Click here to see what your report will look likeIndividual records: a Date and an Activity or goal column. Whole-period totals: an Activity or result and numeric Quantity column, plus the period the totals cover. Select the whole-period option after upload if there are no individual dates. Progress and anonymous participant IDs are optional. The first row must contain column headings; use a simple table.
A tracker your staff already maintain: session attendance, community visits or education goals. Upload the Excel file directly, or download your Google Sheet as Excel or CSV.
A staff activity-log form can collect a date, activity, quantity and optional progress information. Download its responses as CSV and check the columns before uploading.
If your system exports dated activity or goal records to Excel or CSV, those records may work after preparation. Use the sample’s columns as a guide; export formats vary by system.
You don’t need another app. Start with the sample spreadsheet and replace its fictional rows with your own records. CSV is simply a spreadsheet saved as a text file; ImpactBrief also accepts Excel files.
| Date | Activity | Quantity | Status (optional) |
|---|---|---|---|
| 2026-09-01 | Parenting session attendance | 1 | Completed |
This records one attendance, not one unique person helped. Use consistent activity names and anonymous participant codes if needed.
What you do: choose your file and reporting dates → check the suggested columns → add what went well, challenges and next steps → create, review and download your draft.
ImpactBrief accepts dated activity-and-quantity records or whole-period totals with an identified reporting period. It does not connect directly to these apps, read case-note PDFs, or automatically turn a Hootsuite or GA4 export into a social-media report. In ResidentCareLog Reports, choose Download for ImpactBrief. That export includes its reporting period automatically.
Upload CSV or Excel, review the column mapping and choose your reporting period. Totals use your reviewed data, with missing values kept visible.
See the source file and rows behind each reported figure.
Edit the narrative, sign in to save your report, and download PDF or Word reports plus a source CSV for review.
Upload → review → add context → draft → export.
Example scenarios
Illustrative examples to help you picture the app in your day.
Turn an activity spreadsheet into a draft board report, with your context added.
Review the uploaded information before drafting the report.
Export the reviewed brief for sharing with your board.