Skip to content
Customer FlowCustomerFlow
Customer FlowCustomerFlow

Grants

How to use Grant Reports in Customer Flow

Export overdue donor submissions, budget pressure, and active sub-awards.

Where to find it: Left menu → Grants & Projects → Grant Reports

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

  1. Step 1

    Open the screen

    Left menu → Grants & Projects → Grant Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.

  2. Step 2

    Do the work

    Start with overdue / due soon, then budget risk before month-end donor packs.

  3. Step 3

    Check it saved

    Due counts should match the grants dashboard and donor reporting register.

Questions people ask

Do I need to log in to use Grant Reports?

Yes. Grant Reports 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 Grant Reports 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.

Where do I file a donor PDF?

Donor Reporting. This screen is the analytical pack, not the submission workflow.

Related

← All dashboard screens