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Access the Grantee Portal
Funders often send reminder emails to prompt grantees to submit grant reports. Click on the relevant links to access the Grantee Portal.
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The email text and Grantee Portal look-and-feel may differ as it can be customized by a funder. |
Enter your login credentials to access the Grantee Portal and complete grant reports.
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Grantees can typically access the Grantee Portal at any time - even if an email prompt wasn’t sent. |
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Complete Grant Reports
Depending on the grant, funders might require grantees to add indicator results, financials, and narrative reports as part of the reporting package. Reporting frequencies are predefined depending on the grant agreement terms.
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Grantees may create, update, and upload Indicator Results. Values inputted directly into the Result Entry interface are automatically saved.
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To learn more about how to submit Indicator Results, visit this page. |
Indicator Results can also be added using the Excel download and upload feature. Click on the ‘Download Excel Version’ button to create the Excel version and add or modify results offline. Visit this page to learn more.
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To learn more about how to use the Excel Download & Upload feature, visit this page. |
Visualize Results with Performance Graphs
The Performance Graphs Visualforce page allows users to visualize the Targets and Results that have been entered for Project Indicator records over time. The page allows users to select up to nine numerical indicators to visualize data.
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Visit this page to learn more about using Performance Graphs. |
Financial Reporting
On the Financials tab, grantees may review, add, update, and upload financial and budget records pertaining to their reporting.
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To learn more about Budgets & Financials, visit this page. |
Narrative Reporting
Narrative reports allow Grantees to submit details on specific elements of their grant not covered through Indicator reporting. Typically, a narrative report can be divided into sections with their related questions listed below. Questions are displayed according to response type (qualitative, short text, number, multi-select picklist, date, or picklist), as seen below.
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Click out of an input cell to save any entered answers. Once
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you click out of the input cell, the information entered is automatically saved.
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To learn more about submitting narrative responses, visit this page. |
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Submit Grant Reports
Once all the reporting inputs have been entered and verified, Grantees can submit the responses for review.
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Click the Submit button at the top of the page.
A pop-up will appear, prompting the user to confirm their submission.
Click ‘Submit’. If the user confirms submission and a required question has been left unanswered, the user will be prevented from submitting and they will be prompted to address the required questions.
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