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.
This article gives an overview of information related to reports and data sets.
Data Sets
Data sets allow information to be pulled into one place to run a report or export out of the system. 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. 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
Once a data set is built, a report can be run using the information within that 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: