> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.grantfrog.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Reporting and Insights With the Grant Frog Reporting feature, you can create overview reports on your grant status to share with your Board or Leadership. You can generate typical leadership reports, such as grant status, amount, and more, and view additional insights on your grant overview and grant trends over time. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-_iz1udh.png =1041xauto) ### šŸ“½ļø How to Create Reports in Grant Frog ${youtube}[Reporting and Insights - Grant Frog Leap - Onboarding Tutorial](9qd6ODEgCgw) ### Create and View Reports The Reports page is separated into various reports. The most common reports you'll likely create are in Reporting > Grants tab. These reports allow you to filter on your due dates, dates submitted, status, users, or any other filters you need. You can view and export information related to your Grant Proposals, Grant Reports, Funders, Tasks, and Clients. * Click Reporting in the menu * Click Grants ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reportingadvanced-and-saved-re_16h2zj3.png =1036xauto) ### Filter Your Reports For each report, you can apply Filters to see and export the data you need. Each category - grant proposals, grant reports, funders, tasks, and clients - have specific filters related to the data. You can use simple filters or you can use Advanced filters. ![Reporting Filters](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reportingadvanced-and-saved-re_ofm7i2.png =903xauto) This can include Dates, Status, Client, and more depending on the specific Report. * Choose your Filter and the value of the Filter * Example: Choose the Status filter, then choose the status 'In Progress' * Choose the Due Date status and choose 'This Fiscal Year' ### Advanced Reporting Filters Advanced ReportingĀ gives you a lot more control over your reports - build the exact view you need instead of having to create multiple reports for each one. If you've ever needed to combine multiple grant statuses and options for your reports or if you've ever needed to see a certain grant tag OR a different grant tag (instead of both together), you can with Advanced Reporting! You can use AND/OR to combine multiple values. You can also add multiple Filter groups to layer various data points. šŸ’”If you need help with some Advanced Filters, just send us a message and we'll help you get it set up! ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/cleanshot-2026-09-08-at-105345_1rjfokr.png =1029xauto) ### Grant Overview Activity for This Fiscal Year ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/advancedreportingsubmittedthis_1xue10q.png =883xauto) ### Basic Reports You Might Need **Grants** * Grants Submitted for a certain date range (this fiscal year, last 3 months, etc) * Grants by User for a certain date range * Grant Due Dates for next 90 days **Grant Reports** * Grant Report Due Dates for next 90 days * Grant Reports by User **Tasks** * Tasks due this month * Tasks due for a User * Tasks Completed last month **Funders** * Funder Type - private foundation, corporate foundation, federal, etc. * Funder Grants Awarded Amount * Funder custom tags ### Advanced Reports You Might Need Advanced ReportingĀ gives you a lot more control over your reports - build the exact view you need instead of having to create multiple reports for each one. If you've ever needed to combine multiple grant statuses and options for your reports or if you've ever needed to see a certain grant tag OR a different grant tag (instead of both together), you can with Advanced Reporting. * **Grants Activity Overview for The Fiscal Year:** Grants Submitted for this Fiscal Year and Grants Awarded this fiscal year - This will allow you to set different date types (Due Dates vs. Response Dates) for Submitted and Awarded grants.Ā  * **Your leadership and board meeting overviews -** grants that were Submitted or Awarded this quarter, plus anything In Progress that's due before your next board meeting * **Your capital campaign and any specific programs** - everything tagged for the capital campaign, OR everything tagged for some specific programs. ### Save Your Reports For reports that you need to access regularly, you can save them for 1-click access. 1. Choose your filters **__first__** for the report you need 2. Click **New Report** * this will automatically generate a Report title for you. You can change it if needed. 3. Click **Create Report** ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/image_1f24sue.png =772xauto) ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/cleanshot-2026-09-08-at-104357_15j3g39.png =724xauto) ### Access Your Saved Reports 1. Click Saved Reports 2. Choose your Report ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/cleanshot-2026-09-08-at-104724_1gzhpyb.png =1066xauto) ### Export Your Report * Once you have chosen your Report and Filters, click **Export** * You'll be able to choose a PDF or CSV file ![Export Your Report](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-_9ap54k.png) **PDF Export** ![PDF Export](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-_syj9vf.png) **CSV Export** ![CSV Export(https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-\_15kfypo.png) ### Overview Charts You can also view or download visuals and charts of your Grants Overview like Grants Awarded, Grants Rested vs. Awarded, Grant Statuses and more. * Choose Date filters * Select or deselect Charts you want to see with the Charts menu * Download your Charts as a PDF ![](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-_19ximxt.png) **Resize, Rearrange, Hide or Display Charts** You can rearrange these charts in any order by grabbing the left handle on the card. You can also display or hide the ones most relevant to you. * Click the Charts dropdown and check or uncheck the chart you want to display/hide ![Overview Charts](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-_8q2y5p.png) **Download Overview Charts** You can download the entire Overview page with Charts or you can download each one individually. * Click the small menu in the the top right and choose Download Chart * To download the whole page, click Download PDF in the top right ![Overview Charts](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-_k3dfgu.png) ### Trends **You can view your grant overview trends from multiple years.** You can download the entire Trends page with Charts or you can download each one individually. * Click the small menu in the the top right and choose Download Chart * To download the whole page, click Download PDF in the top right ![Grant Trends](https://storage.crisp.chat/users/helpdesk/website/-/e/b/8/3/eb839082689b6000/reporting-insights-and-trends-_17nemmu.png =898xauto)