Reports
The Current Awards Report is a detailed summary of awarded projects during a specified time period.
The report includes total projects, aggregate award sum and total hours spent on awarded projects.
Because the date range field pulls from the projects Award Start Date and End Date, if this field is blank you will not get an accurate report.The Upcoming Projects Report is a snapshot of a client's upcoming projects and actions associated with the project(s).
This report pulls projects with an "open" status (Cultivating, Go No Go, Hot Mess, LOI pending, Pending, Planned, Preliminary, Working) AND have a DEADLINE date within the stated timeframe.
Because the date range field pulls from the projects deadline field, if this field is blank you will not get an accurate 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). 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 the total number of projects and any statuses.
The date range fields pull from projects deadline field associated to the client(s) selected. Make sure you have data in these fields to ensure you get an accurate report.
The Funders Report displays information about the funder as well as all associated Projects with a due date within the date range chosen.
This report gives you contact information for the funder as well as project breakdowns associated with the funder.
The date range fields pull from projects deadline field associated to the client(s) selected.
The Opportunity Review pulls all the information pertaining to a single Project. It includes the general project information, funder information, and action items.
The Deadlines report pulls a list of all deadlines, regardless of status, for the given time period.