Reports
Deadlines Report
The Deadlines Report pulls a list of all deadlines (from both Projects and Actions), regardless of status, for the given time period. Example:
Opportunity Review Report
The Opportunity Review pulls all the information pertaining to a single project. It includes the general project information, funder information, and action items. Example: Opportunity Review example
Reports
Current Awards Report 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 ...
Funders Report
The Funders Report pulls the Funder information and all associated Projects within the date range you choose. The Funders Report gives you contact information for the funder as well as project breakdowns associated with the funder. Example Funders ...
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). This report shows the total number of projects and their ...
Upcoming Projects 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, ...
Client Current Awards Report
The Client Current Awards Report is a snapshot of awarded projects for a certain range of dates. This report Pulls all Projects with the Status of "Awarded" and the Award Start Date within the stated timeframe. You can choose to view awards from the ...