Grant Reports

Activities

Sample Report

This report lists activities associated with grants.

Report Options:

Date range for Proposal Date, Review Date, Grant Date, or Activity Scheduled Date

Include All Activities, Open Only, Closed Only

Include Phone Option

Include Email Option

Include Address

Include Full Notes

Sort Order: Organization Name, Grant #, Scheduled Date, Completed Date

Grant Details Report

Sample Report

This report lists each grant with the organization name and contact information, grant title and other grant information.

Report Options:

Include Incoming or Outgoing or All

Date range for Proposal Date, Review Date, or Grant Date

Include Phone Option

Include Email Option

Include Address

Include Full Notes

Sort Order: Organization Name, Grant #, Grant Status, Proposal Date, Review Date, Grant Date

Grant List - Short

Sample Report

This report contains a list of grants with organization name, dates, and amount granted. Note that this only includes grants with a status of Granted or Funded. It does not include proposals.

Report Options:

Include Incoming or Outgoing or All

Date range for Proposal Date, Review Date, or Grant Date

Sort Order: Organization Name, Grant #, Proposal Date, Review Date, Grant Date

Grant Payments

Sample Report

This report lists all pending and paid grant payments.

Report Options:

Include Incoming or Outgoing or All

Date range for Proposal Date, Review Date, Grant Date, Payment Scheduled Date or Payment Paid Date

Sort Order: Organization Name, Grant #, Review Date, Grant Date

Grant Statistics

Sample Report

This report shows a count of grants and proposals, with requested and granted amounts, broken down by user defined parameters. Options include all user defined fields that are a single selection list (drop down or horizontal or vertical list).

Report Options:

A list of user defined fields that are single selection lists.

Date range for Proposal Date, Review Date, or Grant Date

Proposal List -Short

Sample Report

This lists all pending proposals, with organization name, grant name, dates and requested amount.

Report Options:

Incoming Only or Outgoing Only or All

Date range for Proposal Date or Review Date

Sort Order: Organization Name, Grant #, Request Date, Review Date