Grants

How to use Donor Reporting in Customer Flow

File donor reports before they are due. The pack should come from this file, not a last-night spreadsheet.

Where to find it: Left menu → Grants & Projects → Donor Reporting

NGO grant management in Customer Flow — Watch the video on the Grants and restricted funds page — A still from the Grants and restricted funds video. Play it on the Grants and restricted funds watch page, then follow the steps below in your workspace.

Every step

Step 1
Open the screen
Left menu → Grants & Projects → Donor Reporting. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Do the work
Open the due report, attach numbers from the award, and submit. Keep the PDF on the grant.
Step 3
Check it saved
Dashboard due items should clear. The award should show the report as filed.

Questions people ask

Do I need to log in to use Donor Reporting?

Yes. Donor Reporting is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Donor Reporting in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Late report?

File it and record why. Do not delete the due date.

← All dashboard screens

How to use Donor Reporting in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related

How to use Donor Reporting in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related