How To Make a Private Custom Report Public

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.

By making the custom report public, other users in your organization will be able to view and run the report.

1. Open Reports>Custom Reports>report name.
2. Click the  (Make Public icon) in the Icon Bar.
3. In the confirmation pop-up window, click Make Public.