ROSRA User Guide

What is ROSRA?

ROSRA (Rapid Own-Source Revenue Analysis) is a diagnostic and planning tool developed by UN-Habitat to help local governments assess and optimize their own-source revenue (OSR). OSR is revenue that local governments generate independently — not from national transfers or grants.

ROSRA analyses the following revenue streams:

The tool helps you identify where revenue is being lost, prioritize which streams to reform first, and build an actionable recommendation plan.

Getting Started

Creating an Account

1. Navigate to the ROSRA application home page.
2. Click Login in the top navigation bar.
3. Click the Register link on the login page.
4. Fill in your details:
   • First Name and Last Name
   • Email Address — this will be your login username
   • Organization (e.g., your municipality or agency)
   • Phone Number
   • Password and confirmation
   • Consent to be contacted for ROSRA follow-up, if needed
   • Privacy/data-use acknowledgement before account creation
5. Click Register. You will be automatically logged in.

Logging In

1. Click Login in the navigation bar.
2. Enter your Email and Password.
3. Optionally check Remember Me to stay logged in.
4. Click Login.

Logging Out

1. Click My Dashboard in the top-right dropdown.
2. Click Logout.

Navigating the Application

Main Navigation Bar

My Dashboard Dropdown

When logged in, the My Dashboard dropdown provides access to:

• My Dashboard — View and manage all your reports
• My Profile — Edit personal information and change password
• Admin section (admin users only) — Dashboard, Manage Users, Data Upload, Create Role
• Logout — Sign out

Creating a New Report

Starting a New Report

1. Click Create New Report in the navigation bar, or Start Analysis on the home page.
2. You will be taken to the report editor with a blank form.

Report Metadata (Left Sidebar)

The left sidebar is always visible while editing and contains essential report information:

Report Title

Enter a descriptive title (e.g., "Demo County Revenue Analysis 2025").

Location Selection

• Country — Select your country (auto-populates economic indicators)
• Region — Enter the administrative region
• City — Enter the municipality or city name
• Government Unit Level — Optionally specify a sub-city level

Financial Information

• Currency — Auto-populated from country, can be changed
• Financial Year — The fiscal year being analyzed
• Actual OSR — Total own-source revenue collected
• Budgeted OSR — The budgeted revenue target
• Population — Jurisdiction population
• GDP per Capita — Auto-populated when available

Government Classification

• Government Type (Municipality, County, Metropolitan, etc.)
• Income Level (World Bank income classification)

Quick Actions

Choosing an Approach

ROSRA offers two analytical approaches that work at different levels of detail. Pick the one that matches the question you need to answer — or use both in the same report. Click the corresponding tab at the top of the editor.

Visual Walkthrough

These examples show the main areas new users will work through. The exact fields shown may vary by country, role, and report status.

Quick Estimate macro view

The Quick Estimate gives you a fast, high-altitude read on how much own-source revenue your jurisdiction could be collecting. It works from aggregate inputs — population, GDP per capita, current OSR — and benchmarks them against comparable subnational governments. Think of it as the headline number you'd put in a briefing slide before any deep analysis.

How to Use

1. Navigate to the Quick Estimate tab.
2. Fill in the Project Details:
   • Project Name, Description, and Key Objectives
   • Start Date and End Date
   • Estimated Budget
3. The system automatically calculates OSR potential using your baseline data, GDP per capita, population, and peer SNG benchmarks.
4. Review the estimated revenue potential and gap summary.

When to Use the Quick Estimate

• Initial scoping before a detailed study
• Briefing senior officials on overall revenue gaps
• Comparing your jurisdiction against peer benchmarks
• When detailed stream-level data is not yet available

Detailed Diagnostic micro view

The Detailed Diagnostic drops down from the headline number into the mechanics. For each revenue stream you enter the underlying inputs, and ROSRA decomposes the revenue gap into its specific drivers — are people not registered, not paying, under-valued, or under-charged? — then walks you through a structured 3-step workflow from diagnosis to a concrete reform plan.

Managing Your Reports (Dashboard)

Dashboard Overview

Your dashboard displays all your reports as cards in a grid layout. Each card shows:

• Report Title and last updated time
• Status Badge — color-coded indicator:
  Draft Submitted Under Review Needs Revision Validated
• Location with country flag (Country > Region > City)
• Financial Year and Currency

Report Actions

Search, Filter & Bulk Actions

• Search bar — search by title, country, region, city, project name, or financial year
• Active / Archived tabs — toggle between active and archived reports
• Bulk actions — select multiple reports to archive or delete at once
• Pagination — 12 reports per page

Submitting a Report for Review

Before You Submit

Ensure you have completed:

How to Submit

1. Go to your Dashboard.
2. Find the report you want to submit.
3. Click the Submit button on the report card.
4. Confirm the submission in the dialog.
5. The report status changes to Submitted.

Completion Levels

The system assesses your report's completeness automatically:

After Submission

• Your report enters the Submission Queue for reviewers.
• You can Withdraw a submitted report before a reviewer claims it.
• If a reviewer requests revision, the report returns to your dashboard with a Needs Revision status and a message explaining what to change.
• Edit the report, then resubmit.

The Review & Validation Process

Report Lifecycle

For Reviewers: Submission Queue

For Reviewers: How to Review

1. Click a report in the queue to open the Review Page.
2. Review the full report preview, stream completeness indicators, and any previous snapshots.
3. Click Claim to assign the report to yourself.
4. Add review notes and comments using the notes form.
5. Make your decision:
   • Validate — approve the report (creates a validation snapshot)
   • Request Revision — send back with revision comments
   • Unclaim — release the report back to the queue

For Admins: Additional Actions

• Assign Reviewer — assign a specific reviewer to a report
• Unlock Validated Report — reopen a validated report for further edits

Reviewer/Admin Handover Notes

Exporting & Printing Reports

Print Reports

From the report editor sidebar, click Print:

Export Reports

Click Export in the sidebar to download:

Managing Your Profile

Editing Profile Information

Navigate to My Dashboard > My Profile. You can update:

• First Name and Last Name
• Organization
• Phone Number

Your email address cannot be changed (it is your login identifier).

Changing Your Password

1. On the Profile page, click Change Password.
2. Enter your Current Password, New Password, and confirm it.
3. Click Change Password.

Profile Information Display

Your profile page also shows:

• Account created date
• Total report count
• Assigned roles

Language Support

ROSRA is available in three languages:

To switch languages, click the language switcher in the navigation bar and select your preferred language. All interface labels, buttons, and system messages are translated. Report content you type remains in the language you enter it in.

Glossary of Terms

Frequently Asked Questions

Troubleshooting