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. Click on the resource links for more details.
Data sets allow you to pull desirable information 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 you do not want to use the predefined data sets, you may create your own.
- 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
Once a data set is built, you may run a report using the information within that data set. When building a report, there are many functionalities available that may be useful to organize data.
- 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
- Report Columns and Paging
- 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 you desire, 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.
There may be instances when an error occurs while running a report. This is often due to there being an issue involving the fields within the data set used to generate the report.