How do I search for and report on grants?

Searching and reporting on grants 

Effective reporting helps you track progress across your entire grants program. 

Step 1: Create custom searches 

1. Navigate to "Create a List" 

2. Use any grant details as search criteria 

3. Build queries based on grant type, status, amount, or other specific fields 

Step 2: Access grant reports 

1. For individual grants: 

   1. View the Summary Bar on the Grant details page for key data points 

2. For the overall grants program: 

   1. Use the Grants Report to track progress across all grants 

Step 3: Customize reports with deliverables information 

1. Add columns to show: 

   1. Last deliverable date 

   2. Next deliverable date 

   3. Other deliverable information 

2. This helps track where you are in the process for each grant 

Step 4: Use additional reporting options 

1. Filter the Follow Up Report: 

   1. Use Action Plan Details > Action Plan Type to find grant-related follow-ups 

   2. Filter by Action Plan Details > Grant Deliverable Type for specific process points 

2. Group reports: 

   1. Use Group by > Action Plan Type on follow-ups or pledges reports 

   2. This identifies items associated with your grants 

What else do you need help with? 

• Understanding Grant Management 
• How do I create a grant plan? 
• How do I add deliverables to a grant plan?