Summary Report Overview

Summary Reports allow a Funder to solicit answers to customized questions. These answers can then be compiled and used in Annual Reports. Periodic Summary Reports are available for Grants and Internal Activities. Questions are organized based on Organizational (State Plan) Goals and Objectives, not Project Work Plan Objectives.

Getting Started

Create Questions

To create questions, navigate on your Dashboard to Administration->Summary Questions. You can Add, Edit, Deactivate, Activate and Remove questions using this interface.

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If a Work Plan has no Organizational Objectives assigned, users will see no questions.

Summary Reporting

Answering Questions

Once questions are defined, and Summary Reporting Dates have been entered, users will see Summary Reports in the Periodic Reports module.

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