{"id":130,"date":"2017-08-07T20:04:52","date_gmt":"2017-08-07T20:04:52","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&#038;p=130"},"modified":"2025-02-13T08:19:45","modified_gmt":"2025-02-13T15:19:45","slug":"reporting","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting\/","title":{"rendered":"Post-Decision Reporting"},"content":{"rendered":"<div id=\"report\">\n<div class=\"abstract\">The Reporting feature allows applicants with approved applications to submit up to 36 post-decision reports.<\/div>\n<div><\/div>\n    \t\t<div class=\"hts-messages hts-messages--info  hts-messages--withtitle hts-messages--withicon \"   >\r\n    \t\t\t<span class=\"hts-messages__title\">Trying to run a data report?<\/span>    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tIf\u00a0you&#8217;re\u00a0looking for\u00a0information on how to run reports in ZoomGrants to compare or extract data, check out this article instead: <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/data-tab-custom-reports\/\">Data Tab &#8211; Custom Reports<\/a>.    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<h2>How It Works<\/h2>\n<p>Reports can be anything you want them to be \u2013 post-funding reports, progress updates, etc. As with the application questions, you get to determine the content of the reports. You can also choose the default deadline dates and set automatic reminders to alert your applicants when a report is coming due. Additionally, administrators can use the Goals feature to keep track of applicant progress on numeric goals across all of the reporting periods.<\/p>\n<p>Once the data has been received, admins can look at the post-decision reporting on two levels \u2013 Application-level Reports (on individual applications) and Program-level Reporting data (the Reporting Report).<\/p>\n<h3>Application-Level Reports<\/h3>\n<p>Click into the Report tab within an application to access the reporting data submitted by the applicant. Click on a specific Report to view that data. Click on the Report Totals tab to see the to-date totals for numeric, checkbox, and multiple-choice data.<\/p>\n<h3>Program-Level Reporting Data<\/h3>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Reporting Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>From the Dashboard or an individual application, click the Reporting tab in the upper row of tabs to open the <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/reporting-report\/\">Reporting Report<\/a>.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<p>Looking at the reports on a program-level via the Reporting Report allows administrators to quickly see the default and custom deadlines for each report for each applicant as well as which applicants have overdue reports and which reports were submitted late.<\/p>\n<p>From there, admins can also use the <a title=\"Send Email\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/sending-emails-to-applicants-and-reviewers\/\">Send Email to Selected<\/a> button to send a general email to specific applicants or use the Send Email to All Overdue to send an email to just those applicants with overdue reports.<\/p>\n<h2>How to Set It Up<\/h2>\n<p>Administrators choose the the post-decision report settings and add their questions in\u00a0<strong>Program Setup.<\/strong><\/p>\n<p><span style=\"background-color: #bc6d1a; color: #ffffff;\">Program Setup &gt; Settings Tab &gt; <em>Additional Program Modules<\/em> &gt;&gt; Report Tab<\/span><\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Settings Tab<\/li>\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-2\" class=\"hts-tabs__tab \" role=\"tab\">Report Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>In <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/settings\/\">Settings<\/a>, under Additional Program Modules, turn the Report module On. <\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-2\" class=\"hts-tabs__content \" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Give it a <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/tab-labels\/\">Tab Label<\/a>.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-2 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<ol>\n<li>Use the dropdown in the next field to <strong>select how many days ahead of the deadline you want reminders to be sent<\/strong>, if you want to send automatic reminders to applicants.<\/li>\n<li><strong>Add a description for the tab<\/strong>.<\/li>\n<li><strong>Create up to 36 reports by entering default due dates <\/strong>in the Report Deadlines fields. The default dates are automatically applied to every Approved application, but the due date on every Report on each application can be changed individually (see below).<\/li>\n<li><strong>Use the <a title=\"Add a Question\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/adding-editing-questions\/\">Add a Question<\/a> button<\/strong>\u00a0(below the report deadlines) <strong>to add your report questions<\/strong>.<\/li>\n<li><strong>Add <a title=\"Section Titles\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/section-titles\/\">Section Titles<\/a><\/strong> and a <strong><a title=\"Branching Question\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/branching-question\/\">Branching Question<\/a><\/strong> as necessary.<\/li>\n<li><strong>Add <a href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/documents\/#create-document-requests\">Document Requests<\/a>.<\/strong><\/li>\n<li>Use the <a title=\"Applicant View\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/applicant-view\/\">Applicant View<\/a> to check your work.<\/li>\n<\/ol>\n    \t\t<div class=\"hts-messages hts-messages--info   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tEvery report question is asked of <strong>all<\/strong> of the approved applicants on <strong>every<\/strong> report, so they need to be generic enough to be answerable in every report on every application every time OR a <strong><a title=\"Branching Question\" href=\"http:\/\/help.zoomgrants.com\/index.php\/zgu\/branching-question\/\">Branching Question<\/a><\/strong>\u00a0should be used to display just the applicable questions.     \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<h3>Using the Goals Feature<\/h3>\n<div>\n<p><strong>The Goals feature provides a way for administrators to keep track of applicant progress in reference to numeric goals.<\/strong><\/p>\n<p>For any table-style report question, an admin can input a numeric goal that will interact with the data submitted by the applicant. When an applicant inputs their numbers and submits each report, the system will provide a to-date total for those table-style questions, then compare those totals to the goals input by the admin. The system presents in the <strong>Report Totals<\/strong> tab the to-date totals, the goal (as input by the admin), the percent completion, and the amount remaining. This makes it easy for the applicants and administrators to see how far they have come and how far they have yet to go.<\/p>\n<ul>\n<li><strong>Turn the feature \u2018on\u2019<\/strong> by selecting \u2018Yes\u2019 in the \u2018Turn Goals On\u2019 field.<\/li>\n<li><strong>Add at least one table-style report question<\/strong> to capture the numeric data in each report.<\/li>\n<li><strong>Add a numeric goal for the applicable\u00a0table-style report question(s)<\/strong> in each application.\n<ul>\n<li>Click into an application.<\/li>\n<li>Click into the Report Totals tab.<\/li>\n<li>Find the appropriate table-style question, then input the numeric goal(s) in the Goals column on the far right. (Enter numeric data only, no additional characters, including dollar signs or commas.) You can enter a goal for each line in the table-style question.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4>Example:<\/h4>\n<p>Here\u2019s how you might use this feature:<\/p>\n<p>Let\u2019s say you contract with applicants to serve a certain number of people in your community. And let\u2019s say that one applicant has agreed to accept $500 to serve 100 people.<\/p>\n<p>You have a report question that asks how many people were served during the reporting period, and there are four reporting periods. You go into that application, click into the Report Totals tab, and input 100 as the goal for that question.<\/p>\n<p>The applicant submits reports with their numbers: 25 served in Report 1, 30 served in Report 2, and 10 served in Report 3. When you or they click into the Report Totals tab, you can see that the goal is 100 and that the to-date total is 65. The system displays a percent completion of 65 and indicates that there are 35 remaining.<\/p>\n    \t\t<div class=\"hts-messages hts-messages--alert   hts-messages--withicon \"   >\r\n    \t\t\t    \t\t\t    \t\t\t\t<p>\r\n    \t\t\t\t\tNOTE: If you have a program that served individuals AND households and you need to track those separately, add a report question that captures the number served and a second question that asks the unit served. That way, you can know the number served AND the unit. Without the unit question, you wouldn\u2019t know if they\u2019d served 20 individuals or 20 families, which could actually be quite a large difference. Alternatively, you could have a table-style question that has two cells \u2013 one for individuals served and ones for families served. In that case, you would enter the goal in whichever cell was applicable, based on whether they\u2019d contracted to serve individuals or families.    \t\t\t\t<\/p>\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-messages -->\r\n    \t\t\n<h3>Changing or Removing the Due Date on a Specific Report<\/h3>\n<p><strong>To change the due date on a specific Report or mark a Report \u2018not required\u2019 for a certain application<\/strong>\u2026<\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Report Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>Click into the Report tab in the <em>relevant application<\/em>.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<ol>\n<li>Click the appropriate tab to open that <strong>specific report<\/strong>.<\/li>\n<li>Update the <strong>due date field<\/strong> OR check the \u2018<strong>not required<\/strong>\u2019 box.<\/li>\n<\/ol>\n<\/div>\n<h3>Adding an Additional Report<\/h3>\n<p>Admins can add extra reports (up to 36 total reports) at any time.<\/p>\n    \t\t<div class=\"hts-tabs \"  >\r\n    \t\t\t<ul class=\"hts-tabs__nav\" role=\"tablist\">\r\n    \t\t\t\t    \t\t\t\t\t<li data-tab=\"#tabs-1\" class=\"hts-tabs__tab hts-tabs__tab--active\" role=\"tab\">Report Tab<\/li>\r\n    \t\t\t\t    \t\t\t<\/ul>\r\n    \t\t\t    \t\t\t\t<div id=\"tabs-1\" class=\"hts-tabs__content hts-tabs__content--active\" role=\"tabpanel\">\r\n    \t\t\t\t\t<div class=\"hts-tabs__contentwrap\">\r\n    \t\t\t\t\t\t<p>In Program Setup, click into the Report tab, and scroll down to the list of <strong>Report<\/strong> <strong>Deadlines<\/strong>.<\/p>\r\n    \t\t\t\t\t<\/div>\r\n    \t\t\t\t<\/div><!-- \/tabs-1 -->\r\n    \t\t\t    \t\t\t\r\n    \t\t<\/div><!-- \/.ht-shortcodes-tabs -->\r\n    \t\t\n<ol>\n<li><strong>Add a new default deadline<\/strong> in the next available report deadline field. This will add a new report to all approved applications.<\/li>\n<li>Go to the <strong>Applications List<\/strong> and\u00a0click into each of the applications that does\u00a0<em>not\u00a0<\/em>need to complete that report, going into that report tab to mark the new report &#8216;<a href=\"#changing-or-removing-the-due-date-on-a-specific-report\">not required<\/a>&#8216;.<\/li>\n<\/ol>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Reporting feature allows applicants with approved applications to submit up to 36 post-decision reports. How It Works Reports can be anything you want them to be \u2013 post-funding reports, progress updates, etc. As with the application questions, you get to determine the content of the reports. You can also&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,40,43,38,27],"ht-kb-tag":[79,80],"class_list":["post-130","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-program-setup","ht_kb_category-postdecisionphase","ht_kb_category-all","ht_kb_category-postdecisionadmin","ht_kb_tag-jun20","ht_kb_tag-program-setup"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/130","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=130"}],"version-history":[{"count":25,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/130\/revisions"}],"predecessor-version":[{"id":3470,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/130\/revisions\/3470"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=130"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=130"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=130"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}