Create a New Report

Creating a custom report allows you to pull exactly the data you need across submissions, and reviews. You can define fields, apply filters, and save reports to run anytime. 

Step 1: Open the Report Builder

1. From your Admin Dashboard, select the specific program for which you want to create a report
2. Navigate to Reports from the left-hand menu 
3. Click Create Report

This will open the Report Creation Wizard

Step 2: Select Report Type

You will see two options: 

• Standard Report (Excel) → Available 
• Interactive Report → Coming Soon 

Select Standard Report to continue. 

Step 3: Set Report Details

1. Name Your Report 
   • Enter a unique report name
   • (Optional) Add a description for context
2. Choose Sharing Settings
   • Toggle "Share with Admins" 
     • If enabled: Other admins can run the report
     • They cannot edit or delete it
3. Select Program Cycle Year 
   • Choose the cycle year you want to report on (ex. 2026)
   • This determines which program data is included in your report
4. Select Data Type
   Choose the type of data you want to report on: 
   • Submission Data 
   • Submission & Reviewer Data 
   Your selection will impact:
   
   • What fields are available in the next step
   • Whether review-related options (like scores and comments) can be included
5. (Optional) Include Reviewer Data
   If your program uses reviews and you select Submission & Reviewer Data, you can include additional details 
   • Select Review Phase(s) you want included 
   • Comments (default: yes)
   • Total Score (default: yes)
   • Average Score (default: yes)

Step 4: Choose Your Data Fields

Select the data you want included in your report. You can mix and match across: 

Available Field Types:

• Submission Fields 
• Form Fields
• Mentorship Fields
• SmartTracker Fields (if enabled)

Step 5: Apply Filters

Refine your report using filters to target specific data

Filer Types Include: 

• Text → is / is not / contains / does not contain / starts with / ends with / is empty / is not empty
• Number → is equal to / is not equal to / is greater than / is greater than or equal to / is less than / is less than or equal to / is between / is empty / is not empty
• Select Fields → is / is not / is any of / is none of / is empty / is not empty
• Date → is / is not / is before / is after / is between / is empty / is not empty
• File Fields → exists / does not exist

Advanced Options

• Combine filters using AND / OR logic 

Step 6: Save Your Report 

Once everything is configured 

1. Click Save Report
2. Your report will appear under Reports 

After Saving: 

• You (the creator) can: Edit, Delete, Clone 
• Shared admins can: Run report only

What Happens Next?

After saving, you can: 

• Run the report immediately 
• Re-run it anytime with the same configuration
• Clone it to reuse for another cycle or year 

Tips for Success

• Start simple - add more filters as needed 
• User clear naming so reports are easy to find later 
• Clone reports instead of rebuilding from scratch for new cycles