Custom Reports

By September 27, 2017March 13th, 2020Knowledge Base, Reports

During or after the cycle of your grant program opportunity, you will likely want to aggregate your applicant data into reports. GO Smart offers several options for creating reports.  One option is to create a custom report that includes all of the data from any portion of your grant opportunity. If you report to the NEA, you can use our templated NEA and Locations Reports to create a report that is automatically ready to send directly to the NEA. Another option is to build a comprehensive Panelist report to review all of your panelist data in both simple and complex tabs. You can also create a Panel Book for your panelists.

CUSTOM REPORTS

  1. Navigate to the Reports tab > Custom Report Builder.
  2. Select the Program and Cycle for which you would like to generate a panel book.
  3. Applications in the Received status will be included in the report by default, but you can include any status(es) in your report.
  4. Check Select All, Deselect All, or check individually all of the appropriate elements of the Profile Data, Application Data, and Application Pages.
    1. If you select a table form in Application Pages, check “include application details” if you would like to view detailed items and not just subtotals and grand totals
  5. Sort by using the Ordered By and Direction drop-down menus.
  6. Click Build Report.
  7. View an HTML version of the report by clicking View Report.
  8. Download a spreadsheet by clicking Download to Excel.
  9. Click Build New Report to start over.
Select or Deselect all items with one click.
Check off each item or page you want to include in your custom report

Note the newly added Amount Funded field under General Application Data. Selecting this field will make it easier to create award letters and contracts by utilizing programs like Excel and Word to create a mail merge.

Data appearing in the wrong cells of a spreadsheet

If you experience trouble with data appearing in the wrong cells, this is likely the result of excel misinterpreting bullet points in the Mission and History fields on the registration page.  You can get around this by pulling a custom report and excluding the Mission statement and History fields.  However, if you want to include that information as part of your report, you can do the following to bypass trouble with bullets:

  1. Navigate to Reports > Custom Report Builder
  2. Select all the items/pages you want to include in your report
  3. Click Build Report
  4. Click View HTML
  5. Save the HTML page as a webpage
  6. Open Excel
  7. Open the saved HTML page in excel
  8. Note all data is in the appropriate cells
  9. Save the newly opened file as an excel workbook