The reporting tool in Grant Lifecycle Manager (GLM)/Scholarship Lifecycle Manager (SLM) allows you to look at specific information and house it all in one place.
User Role: Administrator
Use Reports and Data Sets to:
- Export applicant information for board review or external reporting requirements.
- Analyze submission trends across multiple grant or scholarship cycles.
- Track evaluation progress and monitor overdue follow ups across your processes.
- Generate custom views of request data that align with your organization's specific report needs.
Data Sets
Data sets are collections of fields that define what information to include when running a report or exporting data. All sites have five default reporting data sets listed in the Reporting Data Sets tab. The default data sets may be copied and used as a guide for other data sets. If predefined data sets do not apply to the information needed, new data sets can be created. Quick exports can be made from workload pages using default quick export data sets. The quick export data sets can be edited from the Quick Export Data Sets tab on the Reports & Data Sets page. Requests on the Evaluation Assigned/Closed workload pages pull the Request Quick Export, not the Submission Quick Export.
Resources:
- Build a Data Set
- Combine or Rename Fields in a Data Set
- Include Related Form Data in a Data Set
- Submission Status Pre-Filter for Data Sets
- Work with Evaluation Data
Reports
Reports display and organize information from data sets, once a data set is built, a report can be run using the information within the data set. When building a report, there are many functionalities available that may be useful to organize data.
Resources:
- Run a Report
- Add a Chart to a Report
- Add a Crosstab to a Report
- Add a Filter to a Report
- Add a Formula to a Report
- Apply an Aggregate Function to Data in a Report
- Columns and Paging in a Report
- Data Set Output (One Row Per)
- Group Data in a Report
Build Specific Reports
The reporting tool can be utilized to look at any data that is needed, but there are specific instances where reporting can be especially helpful. The resource links below may be used as a guide when building specific reports.
Resources:
Troubleshooting
There may be instances when an error occurs while running a report. This is often due to an issue involving the fields within the data set used to generate the report.
Resource: