Reports and exports

• Build a data table

  Create a report and its data tables by choosing a data source, ticking columns and naming each one, append them, then read, filter, sort, group and export the rows.

• Checklist - Report builder

  What to check before your team builds and shares its own data reports.

• Checklist - Reports

  What to check before your board and managers rely on Backed's reports.

• Data reports

  See every Report you can open, grouped by folder, start one from a Standard Report, create a Data Table, organise Reports into folders, and open or delete a Report.

• Find a field in the data dictionary

  Search every field and tag on your templates, see where each is used, write a tag's definition and export the list as CSV.

• Frequently asked questions about reports and exports

  Short answers about the portfolio report, exports, downloads and meeting packs.

• Governance dashboards

  Save a named set of visualisations as a Governance Dashboard and share it, read-only, with your board or trustees through their Admin Groups.

• Maps and geography

  See where your applications are on a map, report on their local government area, electorates and remoteness, and place an address the search could not find.

• Portfolio

  See your awarded grants across any two dimensions of a classification taxonomy, find the gaps, and export the figures.

• Report on a portfolio by source of funds with roll-up reports

  Define a roll-up across a program, chosen rounds or every round, generate a portfolio report, one report per source of funds and a reconciliation, then finalise or regenerate it.

• Report the grants you made in a period

  List each approved grant in a period with its recipient, purpose, approved amount, decision date and payment dates, from the Gaming trust grants Standard Report.

• Run a meeting with an agenda, a pack and minutes

  Build a meeting's agenda of applications, generate and share its pack or ministerial brief, record the minutes and go on to decisions.

• Schedule a report

  Email a report's file on a daily, weekly, monthly or quarterly schedule, and see what each run did in its run log.

• See committed, paid and remaining against each budget

  Read the budget report for a grant, a program or everything in a financial year or custom dates, drill into any figure, and put a Budget tile on your Dashboard.