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.
📽️ How to Create Reports in Grant Frog
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
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.
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 Reporting 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.
💡If you need help with some Advanced Filters, just send us a message and we'll help you get it set up!
Grant Overview Activity for This Fiscal Year
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 Reporting 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.
- 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.
- Choose your filters first for the report you need
- Click New Report
- this will automatically generate a Report title for you. You can change it if needed.
- Click Create Report
Access Your Saved Reports
- Click Saved Reports
- Choose your Report
Export Your Report
- Once you have chosen your Report and Filters, click Export
- You'll be able to choose a PDF or CSV file
PDF Export
CSV Export
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
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
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
Updated on: 10/09/2026