Features Overview > Reports and Analysis

Reports and Analysis

The flexible reporting system allows you to generate grant-specific and ad hoc reports for funders. There are several grant-specific reports out of the box, including: VOCA, United Way, NCA and SAMHSA reports. New custom grant reports can be generated to match your specific reporting criteria.

Grant-specific reporting

Create grant-specific reports for funders. It's easy to do it right the first time.

Your day-to-day case management tasks automatically populate your report data for you.

Set date ranges and run report

Create reports for specific periods of time that you control.

Also include additional grant reporting information.

Review report details

View a clear and concise report summary, broken down into sections for easy readability.

Incomplete data is easily added. Completion reports allow you to quickly fill-in information that may have been newly discovered, without leaving the report.

Export to popular formats

Export to Microsoft Excel or Adobe PDF file formats, and send directly to your funder.

We have a handful of pre-written grant-specific reports out of the box, including: VOCA, United Way, NCA and SAMHSA reports. New custom reports can be generated to match your specific reporting criteria.

Create custom dynamic reports

Add new custom reports to the system. Choose which data columns to include and add filters to show the results you want.

Custom reports can be saved and re-run at any time. The results are dynamic and reflect your data in real-time.

Graph data results

Visually respresent report data with graphs. Choose from several display formats, including: pie charts, bar graphs, line graphs, summations and crosstabs.

Export and save graphic images for easy inclusion in documents and presentations.

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