Reporting: Core Concept: Grant Dashboards

21 STEPS

1. Welcome to the Euna Grants Core Concept video on the Grant Dashboard.

2. Dashboards give insights, track performance, and help you stay mission-focused.

3. In this Core Concept video, we’ll focus on the grant dashboard options.

4. Dashboards let you view all grants or focus on one. They are configurable, filterable, and customizable with visual charts, lists, and export options.

5. To view a Grant Dashboard, navigate to Grant Management

6. Click Grants to be taken to the All Grants page.

7. At the top of the All Grants page, select Analytics to access the Overall Grant Dashboard menu.

8. Here you’ll see upcoming tasks, favorite grants, and high-risk grants. You can use the links to quickly jump into any section.

9. Right-click any chart to access various customization options, such as changing the chart type, theme colors, legend location, or sorting. Scroll down to see charts showing grants by risk, status, and department.

10. Select the three dots in the top-right corner of any chart to expand, refresh, or export that section.

11. Export options include Excel, PDF, RTF or CSV.

12. Below the charts, the detailed grant list shows all grants with status, departments, key dates and awarded budget information such as your awarded amount, match, amount spent, and remaining balance.

13. Select the arrow icon to the left of the Overall Grant Dashboard to minimize the navigation menu bar for more space.

14. Right-click any cell to format the grant list dashboard board – some options include bolding headers, resizing fonts, or changing colors.

15. Select a grant name from the grant list table to open a Grant Budget Variance Report for more detailed analytics about the grant.

16. Like charts, you can expand, refresh, or export the list.

You can also make this your home page by selecting the home icon in the toolbar.

17. To explore a grant-specific dashboard, navigate back to the All Grants page by clicking the Grant List button near the top of the page.

18. Pick a grant from the grant list to be taken to the Grant Details menu.

19. Select Analytics from the ribbon options at the top.

20. The Budget chart shows Total Actuals and Total Budgeted amounts. You may create new Expense records by clicking the Add Expense button.

21. Through this Core Concept video you’ve learned about the grant dashboard options to review all grants or an individual grant. Should you have any additional questions, please visit our support site. Thank you!