Reporting

Create and view reports related to your grant proposals, grant reports, funders, clients, or tasks

Use the Reporting feature to get a glance at information or get a full detailed view of all your information.

Create and View Reports

• Click Reports in the menu

The Reports page is separated into various reports. You can view and export information related to you Grant Proposals, Grant Reports, Funders, Tasks, and Clients.

Filter Your Reports

For each report, you can apply Filters to see and export the data you need. Each category - grant proposals, grant reports, funders, tasks, and clients - have specific filters related to the data.

This can include Dates, Status, Client, and more depending on the specific Report.

• Choose your Filter and the value of the Filter

  • Example: Choose the Status filter, then choose the status 'In Progress'

Export Your Report

• Once you have chosen your Report and Filters, click Export

• Your Report will export as a CSV file to your device