Get Started with Ad Hoc Reporting

The Reporting > Ad Hoc and Data Feeds area is used to report on a program’s assets like applications, budgets, payments, and more. Reports can be generated whenever they are needed and shared with others in your organization.

Key Features

  • Create reports for areas across GrantsConnect

  • Build reports from standard report templates

  • Share reports with others in your organization

  • Schedule reports to be sent daily, weekly, or monthly

Learn More

Note: For more information, see the Build Ad Hoc Reports resources.

There are several options for creating Ad Hoc reports. The option you choose may depend on what you want to accomplish with your reporting.

Tip: When creating reports, it is recommended to apply filters to ensure the final report contains the specific data you need. For more information, see Filter Data in Reports.

In addition to viewing reports in the Grant Manager Portal, you can also distribute reports to others using any of the options below.

  • Download - Export the report as a CSV or Excel file for your own records or share with your team outside of GrantsConnect.

  • Share with other Grant Managers - Share the report with other Grant Managers in your organization. The report will be visible in the Grant Manager Portal. This option allows you to grant users Manage or View only permissions.

  • Send to an audience - Send a copy of the report (CSV or Excel) to an audience you have created, other Grant Managers in your organization, or external users. This option allows you to specify the amount of time (i.e., hours) that recipients will have access to the report.

    Note: The report is only sent once. All recipients receive the report based on the sender's current data permissions.

  • Send to an audience on a schedule - Send a copy of the report (CSV or Excel) to an audience you have created, other Grant Managers in your organization, or external users. This option allows you to specify the amount of time (i.e., hours) that recipients will have access to the report.

    Note: The report can be scheduled to send daily, weekly, or monthly. It can be made available in the Data Feed (requires SFTP connection) or as a downloadable file sent via email. All recipients receive the report based on the sender's current data permissions.