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Standard reports to start from - Product News

Start a Report from one of four ready-made recipes, and see number columns totalled per group.

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ForAdministrators

What's new

  • Standard Reports. Data reports now lists four ready-made recipes below your folders: Application volume, Funded amounts, Assessment outcomes and Portfolio status. Each card shows its data source, columns and grouping. Select Use this report to make your own copy, with the columns, filters and grouping already set, and change it as you like. See Data reports.

  • Number columns are totalled. A grouped data table now totals its number columns in each group and in the footer, as it already did for money. Years, versions and round numbers aren't totalled. See Build a data table.

  • Milestones by grant category. The Milestones data source has a Grant Category column, so you can group milestone deliverables, such as people reached, by category across all your grants.