Grantee: Report to Funders

Need to submit grant reports through the Grantee Portal? This guide includes general guidelines for Grantees to manage grant reporting. Navigate to the relevant section below.

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.

Indicator Results Reporting

Grantees may create, update, and upload Indicator Results. Values inputted directly into the Result Entry interface are automatically saved.

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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.

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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.

Financial Reporting

On the Financials tab, grantees may review, add, update, and upload financial and budget records pertaining to their reporting. A single reporting period may have multiple budgets. Grantees can enter financials related to one or more budgets within a single reporting period. As grantees add new financials, they may click into the Budget field to search and select from a list of available Budgets.

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. Click out of an input cell to save any entered answers. Once you click out of the input cell, the information entered is automatically saved.

Submit Grant Reports

Once all the reporting inputs have been entered and verified, Grantees can submit the responses for review.

Note that:

1. All Reporting inputs (Results, Financials, Narrative Reports, Project Plans) will be submitted by clicking one button.

2. Once inputs are submitted, the content becomes read-only to the Grantees.

To submit inputs:

1. Click the Submit button at the top of the page. 

2. A pop-up will appear, prompting the user to confirm their submission.

3. 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.

4. Once successfully submitted, the submission’s Status is updated to ‘Submitted'.