Basic Reports

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Basic Reports

Basic Reports.Program

You can create the following reports by using the Basic Report menu under Program (Note: There are two pages for Program Basic Reports, click a page number or use the First/Previous/Next/Last options to navigate between tabs.)

With a Fiscal Year calendar:

Accounting Information - Excel Format

Accounting View Accounting Links

Active Partner Contact Info

Financial Resources Attachments List

List of Partners

List of Personnel

List of Projects

Project Report: Project Progress FY

Project Report: Project Proposals

Grant Management - Financial Attachments

Output Reporting by Project and Category FY

What's Missing? - Program

What's Missing? - Partners

 

With a Reporting Period calendar:

Funding Verification

Project Report: Project Progress Report Period

What's Missing? - Project

 

With no date selection requirement:

Grid View List Report

List of Projects for all Partners

 

Basic Reports.Project

You can create the following reports by using the Basic Report menu under Project:

With a Reporting Period calendar:

Funding Verification

 

With no date selection requirement:

Full Project Report

Grid View List Report

 

Notes:

1.The Basic Reports for Program reports will show both Program level reports and Project level reports. For example, Start of Year, Mid-Year and End of Year Projects are all Project level reports.

2.Project level reports run for a Program will be filtered by either Program year or Report Period - depending on which calendar is shown. Thus the report will include only projects active during the selected time period.

3.If you want to select project level reports for a different time period than available in the calendar shown, create a project filter and choose your own date range and other selection criteria as desired.