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Build a report

Create custom reports with filters and grouping.

Report . 4 min read

Overview

Build custom reports to analyze data across grants, projects, contracts, and obligations.

Step 1 -- Choose a data source

Select what data to include:

  • Grants -- Award amounts, status, milestones
  • Projects -- Tasks, budgets, timelines
  • Contracts -- Values, vendors, amendments
  • Obligations -- Deadlines, compliance, status

Step 2 -- Add filters

Narrow your data with filters:

Filter Example
Date Range Last 30 days, This quarter
Status Active, Completed, Pending
Department Finance, Operations
Assigned To Specific team members

Step 3 -- Choose columns and grouping

Select which fields to display and how to group the results.

Step 4 -- Preview and save

Preview the report, then click Save to add it to your reports library.

Tip: Start with a pre-built template and customize it to save time.