Grantseeker Support : Reports
Grantseeker Support : Reports
Created by Dane Robinson, last modified by Jennifer Villamin on Feb 16, 2021
Grant Reports
Reports are often a requirement for awarded grants, and, thus, can only be associated with Grants. Grantseeker makes it easy to track deadlines and progress toward submission. You can access reports from the dedicated Reports (opens in a new tab) page, which contains a comprehensive list of all of the reports you're tracking with Grantseeker.
To select an individual report, click on the report you wish to view and you will be taken to the Report?s form where you can add files, assign related tasks, and update submission status.
The contents of these Reports depend on what the funding organization wants to track from your progress: from quantitative and qualitative metrics to itemized budget reports. Keep track of deadlines through email notifications, calendar integration, and the schedule on the Home page.
*Note: This feature is not to be confused with the Data Exports or Excel Exports which are Premium (opens in a new tab) features.
Adding Reports
Reports can also be uploaded from the Grants Managements tab under Reports:
Click on Add Grant Report:
You will get the option to create a 'single report' or a 'report series':
Reporting Schedule (recurring reports)
Note: this is a paid Premium (opens in a new tab) feature.
A Reporting Schedule are recurring reports that can be repeated in the event a report may be due on a recurring basis, such as quarterly reports.
Deleting Reports
To delete any of your reports, click on which report you would like deleted, then click 'Edit' in the top right of your record.
Then scroll down to the bottom, and click on the 'trash can icon' in the lower left corner.
*Note: This feature is not to be confused with the Data Exports or Excel Exports which are Premium (opens in a new tab) features.