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GovSavi Help Center

Report templates

Use and customize pre-built report templates.

Report . 4 min read

Overview

GovSavi includes pre-built report templates to get you started quickly. Customize them to fit your needs.

Available templates

Template Description
Budget Summary Overview of spending across all modules
Deadline Tracker Upcoming and overdue deadlines
Vendor Performance Vendor metrics and ratings
Grant Status Grant progress and milestones
Contract Expiration Contracts nearing expiration

Using a template

  1. Go to Reports > Templates.
  2. Click on a template.
  3. Review the default configuration.
  4. Click Use Template to create a report from it.

Customizing templates

After creating a report from a template, customize it by adding or removing columns, changing filters, and adjusting grouping.

Tip: Save customized templates as new templates to share with your team.