Understanding the Reports tab

The Reports tab in Bonterra CyberGrants provides customers with a centralized location to create, run, and manage reports. It is designed to give quick access to saved Ad Hoc Reports, standard reports, and reporting tools, helping internal users to monitor activity and make data-driven decisions. 

The Reports tab is built around portlets, which are functional areas that group related reporting tools and resources. Depending on your account setup, the layout and available portlets may vary. While all users can access the Reports tab, only Administrators can configure portlet layout and titles. 

Key features:

• The Reports Main Portal Page organizes reports into portlets for streamlined access.
• Keyword Search allows users to quickly locate reports by name or title.
• Users can run a saved Ad Hoc Report or a standard report directly from any portlet.
• Report icons provide quick actions such as previewing, tagging, scheduling, or creating one-click reports. 
• The system supports personalization with favorites, tags, and one-click reports, enabling faster workflows. 

For detailed guidance on Reports tab features and navigation, refer to the related articles below. 

What do you need help with?

• What is the Reports Tab?
• How do I navigate and use the Reports tab?

Not what you're looking for? Navigate to Understanding Report Configuration and Management