Client Summary Report

The Client Summary Report is a snapshot of all activity for a certain range of dates. This report pulls client Projects (no matter the status) based on the deadline date of the project(s).

The Client Summary Report may be accessed through the "Reports" menu on the sidebar.

This report shows the total number of projects and their statuses in the date range chosen.

The first page of the report is an overview of total number of projects with the following statuses:

Active - the project is currently active; working status

Awarded - the project/grant application was awarded

Completed - status used for Actions that have been completed

Declined - the application was submitted but funding was declined

Deferred - the project/grant application was deferred until the next deadline

Never Seek - the project/grant application will not be sought in the future

Withdrawn - the project/grant application was started but at some point it was decided not to pursue at this time. Different from deferred because work was started

Pending - the project/grant application has been submitted and is pending

NOTE: The hours column will show the estimated hours if the actual hours were not entered.

Example of Page 1 Client Summary Report (the overview):

Example of Client Summary Report - Details