IATI Export

All of the world's major donors have agreed to publish their data in the International Aid Transparency Initiative (IATI) format, and in turn many of them require grantees and recipients to report back to them in IATI format. DevResults supports one-click exporting of data in the IATI format. The XML file that's generated can be published to the IATI Repository, used for reporting to funders, or shared with other organizations.

To get set up with IATI exports, your site administrator will need to:

Once those steps are complete, you can generate an export from any Activity Reporting Period or for multiple activities in a reporting period.

Configuring your Site for IATI Exports

Program Settings Organization Configuration

Before completing these steps, be sure you have an IATI Organisation Identifier. This is a combination of the namespace code and the base identifier issued by the registry. If you're unsure of your IATI organisation identifier, check with the registry.

Someone with View and Edit permissions on Program Settings will need to make the initial configuration choices for your site's IATI exports. To do so, go to Administration > Program Settings. On the Program Settings page, complete the IATI section:

The Identifier is the Organization identifier provided you by IATI.

The Organization Type is the IATI Organisation Type that best matches your organization.

Link Status Options to Appropriate IATI Status

Each Activity Status Option in your DevResults site must have a relevant IATI status defined for it. To make this change, go to Administration > Status Options.

The Status Options screen shows all the defined Statuses for your site's Activities.

On the Status Options screen, use the dropdown in the IATI Status column to designate the appropriate IATI Status for each of your Activity Status Options. Review IATI's Status Descriptions for further guidance.

Link Partner Types to Appropriate IATI Organization Roles

Each Partner Type in your DevResults site must have a relevant IATI organization role defined for it. To make this change, go to Administration > Partner Types.

The Partner Types screen shows all defined partner types for your site. These describe the potential relationships you have with the organizations working on your activities.

Use the dropdown in the IATI Organization Role column to designate the appropriate IATI Organization Role for each of your Partner Types. Review IATI's Organization Role Descriptions for further guidance.

Review Activity and Geography Fields

In addition to configuring the site overall, the IATI standard requires some fields which DevResults considers optional. For the IATI exports to generate properly, you'll need to make sure these fields are populated:

Activity Context or Activity Objectives (Activity Overview tab): IATI requires either a "General" Activity Description or "Objectives" in the Activity Description. The DevResults export will slide Activity Context into General and Activity Objectives into Objectives.

Activity Status (Activity Overview tab): IATI requires Activities to have an Activity Status. Once you've defined the relationship between your Status Options and their IATI Activity Status, verify that the activities you wish to export to IATI have a Status selected.

Activity Partner Organization - Partner Type (Activity Overview tab): IATI requires that partner organizations have a designated Organization Role. Once you've defined the relationship between your Partner Types and their IATI Organization Role, verify that the activities you wish to export in IATI have Partner Types assigned to the Partner Organizations.

Administrative Division Code (Administrative Division Details): The IATI standard requires that all geographies be identified with a code called @ref. For Administrative Divisions, we leverage the Code field on the Administrative Division details page. For countries, reference the IATI CountryList for the two-letter codes. For subnational boundaries, reference the geographic list and conventions that make the most sense for your site from here: http://iatistandard.org/202/codelists/GeographicVocabulary/ (if we created your shapes for you, we used GADM shapes for subnational boundaries).

Location Code (Location Details): The IATI standard requires that all geographies be identified with a code called @ref. For Locations, we leverage the Code field on the Location details page:

How Do I Use It: Activity Reporting Period

Go to any Activity Reporting Period. Here, I'm in the 2016 Q1 Reporting Period for the Activity called Definitive Data Doing.

Click the gear cog in the upper right:

In the menu that opens, click Download IATI xml:

This will run some quick validation to be sure you've completed all of the necessary steps. If you haven't, the pop-up will throw some warnings telling you what needs fixing. If you've properly configured everything, the pop-up will prompt you to download your XML:

Now you can upload this file wherever you need to.

How Do I Use It: Multiple Activities, Single Reporting Period

Go to Results > Reporting Periods.

Click on the reporting period you want to export data from.

Click the IATI Export button.

This will run some quick validation to be sure you've completed all of the necessary steps. If you haven't, the pop-up will throw some warnings telling you what needs fixing. If you've properly configured everything, the pop-up will prompt you to download your XML:

Now you can upload this file wherever you need to.


Didn't answer your question? Please email us at help@devresults.com.