Reporting

To create and view Reports

• Click Reports in the menu

The Reports page is separated into various reports. You can export Grant Proposals, Grant Reports, Funders, Tasks, and Clients.

For each report, you can Filter it by what you need in the report. This can include Dates, Status, Client, and more depending on the specific Report.

• Once you choose your Report and Filters, click Export

• Your Report will export as a CSV file