The custom reporting tool allows you to build unique reports based on the information in your site.
GrantHub Pro Reporting Video
The video below provides training on custom reporting in GrantHub Pro.
Access Custom Reporting
Create a New Dashboard
- Navigate to Financials, Contacts, or Grants and click Reporting on the navigation bar.
- This screen displays the standard dashboards as well as any custom dashboards you have created or have been shared with you.
- Click Create Dashboard in the top right to create a new custom dashboard.
- Click Add Visual icon, and then click Add New Visual.
- Click an option from the data sources available and a visualization type to generate a custom dashboard.
- Each of the components of the dashboard are covered in greater detail in the custom report components section of this article.
- Each of the components of the dashboard are covered in greater detail in the custom report components section of this article.
Custom Report Components
Report Utility Buttons
Located in the top-right corner are twelve buttons.
- Bell Icon - Manage alerts relating to the dashboard being viewed. If certain KPIs, metrics, or other alerts are triggered, a notification will load here.
- Dashboard Interactions - If the dashboards are linked through sources or visuals, the interactions between them are managed here.
- Dashboard Links - Links from other sources or visuals can be added and enabled or disabled here.
- Export - Exports the data as a screenshot, .pdf, code configuration (JSON), or data in the form of an .xlsx file.
- Share Dashboard - Shares the dashboard being viewed with additional users within the site.
- Schedule Reports - Schedules a report to be exported and emailed to a set of recipients based on a frequency and date range.
- Refresh - Refreshes the dashboard to obtain the newest data.
- Add to Favorites - Adds the dashboard to the favorites list which can be viewed from the reporting page.
- Dashboard Description - Displays the description for the dashboard. The description is set when the dashboard is saved.
- Add Visual - The primary way of adding data and visualizations to the dashboard to view. This adds new visuals or existing visuals to the dashboard from a data source and visualization type.
- Add Rich Text - Adds a rich text editor screen to the dashboard.
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Add Filter Snippet - A way of setting a custom specific filter to the connected widget.
- When creating a filter snippet, click the three dots in the top right and click connect widgets to connect the snippet to a widget in your dashboard.
- When creating a filter snippet, click the three dots in the top right and click connect widgets to connect the snippet to a widget in your dashboard.
- Save - Saves the dashboard being viewed. When viewing a dashboard that is already saved, a Save As button appears beside the Save button that saves any changes being made as a new dashboard.
Dashboard Title
The custom report title is located in the top-left corner. When a blank report loads, click Untitled dashboard, and then enter a report name.
Visual Sources
When adding a new visual, a source must be selected from which the visual will pull its data. Each source contains a different set of data pertaining to various areas of the site.
Below are details about the data each source provides.
- Accounting Expenses - Provides one row per expense.
- Accounting Revenues - Provides one row per posted revenue entry.
- CRM Profiles - Provides one row per profile.
- Fundraising Opportunities - Provides one row per opportunity.
Visual Types
The custom reporting tool requires a visual type to be selected when adding a visual. The display format can be changed at any time through the visual settings menu.
- Arc Gauge
- Bars
- Bars: Histogram
- Bars: Multiple Metrics
- Box Plot
- Bullet Gauge
- Combo Chart
- Donut
- Floating Bubbles
- Heat Map
- KPI
- Line & Bars Trend
- Line Trend: Attribute Values
- Line Trend: Multiple Metrics
- List Filter
- Packed Bubbles
- Pie
- Pivot Table
- Table
- Scatter Plot
- Tree Map
- Waterfall
- Word Cloud
Widgets
Once a visualization is added, it becomes a widget available within the dashboard and has its own set of filters, settings, and other edits that can be made to it. These are located in the top corners of the widget.
Dashboards consist entirely of widgets, and each widget can be resized, moved, and reorganized around other widgets to maximize the efficiency of custom reports.
Report Fields
All report fields are automatically included when a visual is created. They must be managed from the filter settings page to edit, reorganize, or remove fields. This page is accessed by clicking the filter icon in the top-left corner of a widget, and then clicking the Settings button in the menu that appears.
Report Filters
Filters are located in the filters menu under the funnel icon.
Any field within the chosen source can be added as a filter to the selected widget.
Manage your Custom Report
Manage Your Fields
- Click the funnel icon in the top left of the widget, and then click the sliders icon to access the settings page.
- Fields can be edited from this menu by clicking the pencil icon next to Edit Columns or by clicking the subtract icon next to each field being removed.
- Fields can be edited from this menu by clicking the pencil icon next to Edit Columns or by clicking the subtract icon next to each field being removed.
Depending on the type of visualization selected, the settings page may display other options, and the data that is being displayed will be edited from within the visualization itself. For example, in the bar chart below, the settings page displays no fields to be edited, but instead at the axes of the chart, the Group, Metric, and Color of the chart are able to be edited.
Sort Your Fields
- Click the header of any row or column to sort the report.
- Similar to managing fields, the type of selected visualization may determine whether the fields can be sorted.
- Similar to managing fields, the type of selected visualization may determine whether the fields can be sorted.
Change Visualization Type
If the selected visualization type is not effective in demonstrating the generated data set, it may be changed through the visual style settings menu.
- Click the funnel icon in the top left of a widget to access the filter menu.
- Click the presentation screen icon at the top of the menu to access the visual style menu.