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v2026.1714 entries · CC-BY 4.0
Dictionary termTrack EStablev2026.2

Interim report

A progress and/or financial report submitted to the sponsor during a multi-period grant, covering activities up to a defined intermediate point and supporting continuation decisions.

ByCASRAI Editorial Board
· Last updated 21 May 2026

Examples

Worked examples

  • Is an instance

    An NIH grantee submits the annual RPPR 60 days before the next budget period start as the interim report.

  • Is an instance

    A Horizon Europe coordinator submits the consortium's 18-month periodic report through the Funding & Tenders Portal.

Counter-examples

Looks similar, but isn't

  • Not an instance

    The final report at project end is not interim.

  • Not an instance

    An internal lab-group monthly meeting summary is not a sponsor interim report.

Editorial commentary

Interim reports are sponsor-mandated and may be annual, periodic, or milestone-driven. They typically combine a technical narrative (progress against aims, work-package status, deliverables submitted, publications, risks) with a financial statement (expenditure to date, variance, forecast). Sponsors review interim reports as part of the continuation decision. Missing or late interim reports can delay subsequent payments.

References

  • US NIH Research Performance Progress Report (RPPR) guidance; Horizon Europe Periodic Report template.

Also known as

Periodic report · Progress report (interim) · Annual report (grant)

Machine-readable encodings

Use in your systems

JATS XML <role> element
xml
<role vocab="credit"
      vocab-identifier="https://casrai.org/dictionary/"
      vocab-term="Interim report"
      vocab-term-identifier="https://casrai.org/dictionary/term/interim-report" />
Schema.org DefinedTerm (JSON-LD)
json
{
  "@context": "https://schema.org",
  "@type": "DefinedTerm",
  "name": "Interim report",
  "identifier": "https://casrai.org/dictionary/term/interim-report",
  "description": "A progress and/or financial report submitted to the sponsor during a multi-period grant, covering activities up to a defined intermediate point and supporting continuation decisions.",
  "inDefinedTermSet": "https://casrai.org/dictionary/domain/funding-lifecycle-and-financial-vocabulary/",
  "url": "https://casrai.org/dictionary/term/interim-report",
  "sameAs": [
    "Periodic report",
    "Progress report (interim)",
    "Annual report (grant)"
  ],
  "license": "https://creativecommons.org/licenses/by/4.0/"
}

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