Regional Training GLM: 8.10.23 Reporting
LibbyWillis
Posts: 10 ✭✭
Foundant Support Team: Please edit as needed
Overview:
2 Common Types of Reports
Create Data Set & HT Manipulate Data in GLM
How Reporting can inform your Applications & Follow Ups
Every report is like a recipe: data set = ingredients; formulas, charts = preparation to get final meal
New Data Set: general Information here - you'll probably use it for many reports. "Grant History Data." You can add information into Description to note what you have included in this data set. "Create Data Set"
Now you tell the system where to look for the data. You choose processes, request statuses, submission statuses and form types. Save.
Now, build actual columns for the report. The tabs show all the form types from which to choose.
One Per: Request, Evaluation, Form (great follow up reports), Installment, Payment, CharityCheck, Eligibility
Run New Report
......too much to put here!!
