How To Edit a Custom Report

For clients with Custom Reporting

Custom reports allows Organizational Admin to create ad-hoc reports using AmpliFund's data mart, including applicant data. Custom reports are available for Grantor, Grantee, and Lifecycle clients. These reports can be accessed by Organizational Admin, Department Admin and Users, Grant Managers, Opportunity Managers, and Additional Staff.

Although creating custom reports does not require coding knowledge, it does require a technical understanding of data tables and joins, as well as access to AmpliFund's data dictionary and data mart. We also recommend that users have their reporting requirements defined before attempting to create a custom report.

1. Open Reports>Custom Reports>report name.
2. Click the  (Edit icon) in the Icon Bar.
3. Update information as necessary.
4. Click the  (Save icon).