Reporting & Analytics
February 5, 2026
1 min read

Reporting Cycles and Deadline Workflow

Set cadence correctly, monitor due items, and keep reporting deadlines from slipping.

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Reporting cadence is configured per grant and surfaced in dashboard deadline views.

Configure Cadence

  1. Open the grant
  2. Go to Details
  3. Set cadence, quarter scheme, and reporting offsets

Monitor Due Work

  • Use the dashboard Reporting Deadlines panel
  • Open each grant from deadline cards for context
  • Create reports from the grant Reports tab

Execution Pattern

  1. Generate draft report
  2. Review narrative and financial sections
  3. Publish/share final report
  4. Record submission notes and supporting docs
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Related Topics

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