This guide covers the following related to generating reports on Grant Plans:
1. Customize a Grants Report
2. Grant-specific report filters
3. Create a Grant Report for a specific funder/org
For the basics on using reports, see the guide "Create a Report" in the [Reporting](https://www.clctoolbox.org/courses/reporting)course. For filtering, using Group by and adding/editing columns to reports, see the guide "Customize a Report" also found in the Reporting course.
Customize a Grants Report
1
To view a report on all grants, in the lefthand side bar search "grant" and choose GRANTS REPORT when it populates.
If you do not see the search bar, click the 3 horizontal lines next to your organization's name at the top lefthand corner.
2
Useful **GROUP BY** searches include:
- Campaign, then Program (shown below)
In this example, we can see how much was raised toward the "2022 Midterm Elections" Campaign, further segmented by the program, like "Capacity Building."
You can also view individual grants within these segments.
3
Useful **Edit Columns** search additions/edits includes:
- NEXT FOLLOW UP BY and NEXT DELIVERABLE BY to show who is responsible for the nearest next step.
- NEXT FOLLOW UP TYPE and NEXT DELIVERABLE TYPE to show what the nearest next step is.
- MOST RECENT AMOUNT and MOST RECENT DATE to show the last time and how much a funder gave (shown below).
Grant-Specific Filters
4
Click EDIT FILTERS next to Applied Filters at the top of the report to narrow the results of your report.
5
Click the > next to GRANT PROPOSAL DETAILS to narrow your report by information included in the grant proposal section.
6
Click PROPOSAL MANAGER to filter a report for Grant Plans with specific Proposal Managers (the person whose portfolio the grant is in).
Click HAS PROPOSAL SUMMARY to include grants with (Yes) or without (No) a Proposal Summary added.
To filter by whether a field is empty or not, click MORE OPTIONS under the field and select IS EMPTY or IS NOT EMPTY.
For example, to view all grants without an assigned proposal manager, click IS EMPTY under the Proposal Manager field.
7
Click GRANT TYPE to include only certain Grant Plan types.
8
To filter by Amount Requested (the ask) or Probable Amounts, include the minimum in AMOUNT REQUESTED FROM or PROBABLE AMOUNT REQUESTED FROM.
You can include the maximum in AMOUNT REQUESTED TO or PROBABLE AMOUNT TO.
Probable Amounts are calculated automatically by EA based on the grant's status.\
\
For all Probability percentages see the Selecting a Status section in the EA help article [How to: Manage grants and grant plans.](https://help.everyaction.com/s/article/2814823-managing-grants-and-grant-plans)
9
To filter by program-related information, click into any or all of the following fields:
- PROGRAM MANAGER: the person within your org who leads the project or program covered by grant funding
- PROGRAM: narrow by the Grant Program applied in the Grant Plan
- PROGRAM OFFICER: the person outside your org who is the main point of contact for a particular grant
10
To filter by submission due dates or dates you submitted a proposal, enter a date range into GRANT SUBMISSION DEADLINE or ACTUAL SUBMISSION DEADLINE.
11
Click the > next to GRANT DETAILS to open the options for that section & filter your report by other Grant Plan information.
The default Grants Report settings includes all possible grant Status fields except Closed.
12
Under STATUS, click the [[X]] to remove any Status field you don't want included in the report.
Click STATUS DATE to filter by a date range for the Status fields you select.
13
Click START DATE to narrow down grants by the start date of the Grant Plan itself.
This is distinct from the Grant Period Start Date, which is when a grant's funding period begins.
For example, the Grant Plan's Start Date could begin at the prospecting or research phase, while the Grant Period Start Date refers to the date any awarded funding covers.
14
Click CAMPAIGN TYPE and/or CAMPAIGN to narrow results by funding tagged to a particular campaign or campaigns.
15
Click DESIGNATION to narrow by the legal entity a grant applies to if your organization has more than one legal entity.
Click SOURCE CODE to filter the source code applied to the grant plan.
