Custom Report

I am looking to customize the standard “Grant Profile Report” where when it is generated, it only shows Organization, contact, project title, description, grant amount, start, and end date. I have spent days reading through instructions and playing around and can not figure it out. I am wondering if I have some options missing.

Comments

  • Jason Kelliher
    Jason Kelliher Blackbaud Employee
    Ninth Anniversary Kudos 2 Name Dropper Participant

    @Amy Swales
    The Grant Proile Report listed as a Standard Report cannot be editted or reformatted. This could be recreated as a Write-Up in the document template manager if you wanted to configure this to your specific data needs. Items such as the Amendment, Payment and Requirements lists can be inserted using saved views as merge fields.