Description: This training is to enable users to leverage the Document Builder in Custom Reporting. Data you are gathering in applications, grants, awards and other areas of AmpliFund can be populated in document templates. This reporting feature can save your team time and make award agreement creation or other reporting more streamlined. During this session, AmpliFund reporting experts will review how to create a document using an external Microsoft Word-based template. During the session we will demonstrate using a variety of data categories.
Articles in this section
- 08.14.2026 2-3pm ET: Custom Reporting Deep Dive: Data Categories and Joins
- 08.13.2026 2-3pm ET: Document Builder: Reports with Document Templates
- 08.12.2026 2-3pm ET: Dashboard Reports
- 08.11.2026 2-3pm ET: Custom Reports: Crosstab Overview
- 08.10.2026 2-3pm ET: Custom Reporting Overview
- 12.08.2025: How to Personalize a Standard Report: Grant Budget Variance
- 04.14.2026 2-3pm ET: Build Together: Workflow Reports
- 04.17.2026 2-3pm ET: Fun with Formulas
- 04.13.2026 2-3pm ET: Custom Reporting Overview
- 12.12.2025: Build Together: Report with Application Data (Grant Maker Only)
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