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

Reporting phase

The lifecycle phase or sub-phase during which scheduled progress and financial reports are prepared and submitted to the sponsor, typically overlapping with later execution and closeout.

ByCASRAI Editorial Board
· Last updated 21 May 2026

Examples

Worked examples

  • Is an instance

    A consortium is in the reporting phase for two months following the end of the 18-month periodic reporting window.

  • Is an instance

    An R01 grantee dedicates the last week of each project year to preparing the annual RPPR.

Counter-examples

Looks similar, but isn't

  • Not an instance

    Routine experimental work during the project is execution, not reporting.

  • Not an instance

    Closeout activities are a distinct phase.

Editorial commentary

The reporting phase covers the planning, drafting, internal review, and submission of interim or final reports to the funder. Reporting cycles vary by sponsor (annual RPPR for NIH, 18-month periodic for Horizon Europe, milestone-driven for some industry SRAs). Reporting effort is non-trivial and is often under-budgeted at proposal stage. Strong reporting practice draws on continuous documentation throughout execution rather than crash effort at deadline.

References

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

Also known as

Report preparation phase · Periodic reporting · Reporting cycle

Machine-readable encodings

Use in your systems

JATS XML <role> element
xml
<role vocab="credit"
      vocab-identifier="https://casrai.org/dictionary/"
      vocab-term="Reporting phase"
      vocab-term-identifier="https://casrai.org/dictionary/term/reporting-phase" />
Schema.org DefinedTerm (JSON-LD)
json
{
  "@context": "https://schema.org",
  "@type": "DefinedTerm",
  "name": "Reporting phase",
  "identifier": "https://casrai.org/dictionary/term/reporting-phase",
  "description": "The lifecycle phase or sub-phase during which scheduled progress and financial reports are prepared and submitted to the sponsor, typically overlapping with later execution and closeout.",
  "inDefinedTermSet": "https://casrai.org/dictionary/domain/research-lifecycle-stages-and-project-metadata/",
  "url": "https://casrai.org/dictionary/term/reporting-phase",
  "sameAs": [
    "Report preparation phase",
    "Periodic reporting",
    "Reporting cycle"
  ],
  "license": "https://creativecommons.org/licenses/by/4.0/"
}

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