Exporting reports and views to Microsoft Excel and Microsoft Word

Once you've designed and completed your logical framework and other information related to your project in Logframer, you can create different reports in Microsoft Word and Microsoft Excel. This way, you can use all this information directly in your project files and funding applications.

You can export the following reports to MS Word:

You can export the following reports to MS Excel:

Exporting to Microsoft Word

You can export the following reports to Microsoft Word:

To export to Word, go to File → Export → Export to MS Word

When you select one of the options above, you will get the following dialog:

You have two main export options

If you click on the tab 'Page orientation', you can select the page orientation of the report:

If you want to create a new Word document with your report, the page orientation of the whole document will be either set to portrait or landscape mode. When you insert your report in an existing document, Logframer will create a new section in the document in the selected page orientation. That means that when you have a document in normal (portrait) mode, but your report is too large to fit it in (the columns will become too thin), you can safely select landscape mode and insert the report without it affecting the lay-out of your entire document.

For some reports, other options will be available. In that case an additional tab will appear.
 

Export options

You have two main export options:

Creating a new MS Word document with your report

To create a new MS Word document with your report, simply select the first option. Logframer will open Microsoft Word and create a new document with your report.

Inserting your report at the start or the end of a document

If you want to insert your report into an existing document, choose the second option. Then click on the Open File button on the right, and select the Microsoft Word document in which you want to insert the report.

You can insert the report at the beginning of the document, at the end of the document or after a bookmark. Inserting it at the start or the end of the document is easiest and requires no preparation. Just make your choice and press the < Ok > button.


 

Inserting your report at a specific place in your document

What about when you want to insert the report at a specific place in your document? Well you can: all you need to do is open your text in MS Word and insert a bookmark right on the spot where you want to insert the table or list.

Select the ‘Insert’ tab on the ribbon. Then in the ‘Links’ section, select Bookmark.

In Microsoft Word 2003, click on Insert Bookmark...

This will open the following dialog window:

Give your bookmark a name, and click on the < Add > button. Then close the document in Word and return to Logframer.

In Logframer, proceed as you would for inserting your report in an existing Word document, but choose the third option. Then choose the bookmark you just added from the drop-down list at the bottom (the list automatically updates when you select the document in the File name box).

When you've selected the right bookmark, click on the < Ok > button to insert your report at that specific spot.

Exporting your logical framework to a MS Word document

In the Menu bar, click on File → Export → Export to MS Word → Export Logframe.

Your logical framework will be exported as you see it in Logframer. That means that when you hide the assumptions column in Logframer, you will get a logframe in Word with the first three columns.

The advantage is that you can just as easily create different custom views of your logframe in MS Word, while you only have to design your logical framework once in Logframer.



 

Exporting the list of indicators to a Microsoft Word document

Instead of showing your indicators in a logical framework, often you'll want to present them in the form of a list or a questionnaire. To create such a list, click on File → Export → Export to MS Word → Export list of indicators. The Export to Word dialog will have an additional tab, where you can select a number of options:

First of all, you can select which indicators you want to include in your list or questionnaire:

  • Goal indicators
  • Purpose indicators
  • Output indicators
  • Activity indicators (if you've defined any)
  • All indicators of your logframe

Generally you'll want to use the output indicators to monitor the results of your project.

Underneath you can see a series of check boxes. These allow you to specify what information you want to include. The first two options allow you to choose whether you want to show the purpose(s) and outputs to which the indicators belong. This is handy if you want to have a clear overview, but if you want to use the list as a questionnaire, you may want to un-check these options. Otherwise the respondents will know why you ask a certain question and that may influence their answer.

If you want to have a detailed overview of your indicators, including for each indicator the possible answers (responses), value ranges and targets, you should check the last three options. But again, if you want to create a questionnaire that you'll hand out to the respondents, then you may want to un-check these options. Otherwise they'll see what the 'right' answers are. For an interviewer, it is important to know what the value ranges are, but again you may want to hide the targets so that he or she can't accidentally give away the right answer.

Once you've selected the options that you want, you can press the < Ok > button. Logframer will start up Microsoft Word and create a new document that looks something like this:




 

Exporting the Performance Measurement Framework to a MS Word document

In the Menu bar, click on File → Export → Export to MS Word → Export Performance Measurement Framework.

The Performance Measurement Framework presents information about:

  • The expected results
  • How you will follow-up progress (indicators)
  • Baseline information and targets at the end of the project
  • What data sources (verification sources) you will use
  • How you will collect data
  • At what frequency
  • Who's responsible for the data collection.

Logframer fills out all the columns, except the 'Baseline data' column which you have to complete yourself when you establish the baseline. In the course of the project, you can add columns to the right of this column with information of the progress on your indicators.

Exporting the Risk Register to a MS Word document

In the Menu bar, click on File → Export → Export to MS Word → Export Risk Register.

The Risk Register classifies the risk/assumptions that you've defined in five categories:

  • Operational risks
  • Financial risks
  • Objectives risks
  • Reputation risks
  • Other risks

If you didn't set the type of risk in the Details window of your assumptions, then the risks will appear in a sixth category: 'Not defined'.

For each risk, the RR lists what your response will be to that risk, to what objective the risk is linked and finally the risk level.

The risk level depends on the likelihood of the risk (very unlikely, unlikely, likely, very likely) and the potential impact of the risk should it occur (very low, low, high, very high). The risk level score is based on these two factors and is expressed as a percentage.

Note that when you export the Risk Register to a Microsoft Word document, there are no formulas included in the table to calculate the risk level as you would in the Excel version.

Exporting the table of resources to a MS Word document

Note: the following feature is only available in version 1.3 or higher

In the Menu bar, click on File → Export → Export to MS Word → Export table of resources.


 

Exporting the project's planning to a MS Word document

Note: the following feature is only available in version 1.3 or higher

In the Menu bar, click on File → Export → Export to MS Word → Export planning.

The table presents the planning per year and month only (not per week or day).

Exporting the list of partners to a MS Word document

Note: the following feature is only available in version 1.3 or higher

In the Menu bar, click on File → Export → Export to MS Word → Export list of partners.


 

Exporting the target group ID forms to a MS Word document

Note: the following feature is only available in version 1.3 or higher

In the Menu bar, click on File → Export → Export to MS Word → Export target group ID forms.

Exporting to Microsoft Excel

You can export the following reports to Microsoft Excel:

To export to Excel, go to File → Export →Export to MS Excel

Exporting your logical framework to a new MS Excel workbook

In the Menu bar, click on File → Export →Export to MS Excel →Export Logframe. Logframer will open Microsoft Excel and create a new workbook with your logical framework.

The logical framework will be exported as you see it in Logframer. That means that when you hide the assumptions column in Logframer, you will get a logframe in Excel with the first three columns (or rather six columns: column A contains the numbers of the objectives, column B the actual objectives, column C the numbers of the indicators, column D the actual indicators and so on).

This means that you can easily create custom views of your logframe in Excel, while you only have to design your logical framework once in Logframer.




 

Exporting the Performance Measurement Framework to a new MS Excel workbook

In the Menu bar, click on File → Export →Export to MS Excel →Export Performance Measurement Framework. Logframer will open Microsoft Excel and create a new workbook with the PMF.

The Performance Measurement Framework presents information about:

  • The expected results
  • How you will follow-up progress (indicators)
  • Baseline information and targets at the end of the project
  • What data sources (verification sources) you will use
  • How you will collect data
  • At what frequency
  • Who's responsible for the data collection.

Logframer fills out all the columns, except the 'Baseline data' column which you have to complete yourself when you establish the baseline. In the course of the project, you can add columns to the right of this column with information of the progress on your indicators.





 

Exporting the Risk Register to a new MS Excel workbook

In the Menu bar, click on File → Export →Export to MS Excel →Export Risk Register. Logframer will open Microsoft Excel and create a new workbook with the register.

The Risk Register classifies the risk/assumptions that you've defined in five categories:

  1. Operational risks
  2. Financial risks
  3. Objectives risks
  4. Reputation risks
  5. Other risks

If you didn't set the type of risk in the Details window of your assumptions, then the risks will appear in a sixth category: 'Not defined'.

For each risk, the RR lists what your response will be to that risk, to what objective the risk is linked and finally the risk level.

The risk level depends on the likelihood of the risk (very unlikely, unlikely, likely, very likely) and the potential impact of the risk should it occur (very low, low, high, very high). The risk level score is based on these two factors and is expressed as a percentage.

Risk Register exported to a new MS Excel workbook

 

When you create a risk register in Excel, Logframer will include the information of your logframe in the first two columns of the risk level section (columns F and G in this example). Then there are provisions to measure the follow-up the risks at three different dates. At a later stage during the project, the project team can fill out this information. All you have to do at this point is to click on the cell to the right of the one marked 'Likelihood'. You will then see a dropdown list appear.

Indicate the likelihood that the risk will occur in the risk register

Select the level that represents the likelihood that this risk will occur at that particular point in time. Then you can indicate the potential impact on your project in the same way:

Indicate the impact that the risk will have should it materialise

A formula in the cell below will automatically calculate the risk level. In this example, the risk level has risen from 38% to 56% since the creation of the logical framework.

The risk level score in the risk register