Want to learn about the reporting dashboard?
Watch this video to see how administrators understand grantmaking at a glance.
Bonterra Grantmaker includes a built-in reporting dashboard that helps you explore and understand your grantmaking data at a glance. This article walks through what the dashboard shows, who can access it, and how to interact with the visualizations.
Who Can Access Reporting
The reporting dashboard is available to administrators only and can be accessed via the left navigation panel. If you do not see Reporting in the left side navigation, you may not have the required permissions.
What Reporting Shows
The reporting dashboard presents key metrics and charts related to your grants and grantees, such as:
Total funds awarded
Total number of grants
Total number of nonprofits approved for grants
Average number of applicants
Funding distribution by cause area, population served, and location for applicants and grantees
Number of applications received per grant
Number of applications in each status (Received, In Review, Approved, Declined)
Filtering the Data
You can refine what you see on the reporting dashboard using filters at the top of the page.
Filter by Date
Date filters are based on the application submission date.
Use this filter to focus on a specific reporting period or timeframe.
The date filter is required for all searches. Broaden the date filter to capture all data.
Filter by Grant
You can choose to include all grants or narrow the view to one or more specific grants.
Use the Select all or Deselect all options to quickly adjust your selection.
Filters apply across the entire dashboard, so all visualizations update together.
Interacting with Visualizations
Each chart on the reporting dashboard includes interactive tools to help you explore the data.
Hover for Details
Hover over any section of a chart to see additional information, such as exact values or percentages.
Expand a Chart
Select Maximize to expand a visualization to full width.
This is helpful when you want a closer look at a specific chart.
Viewing and Exporting Data
Each visualization includes a menu (three dots in the top corner) with additional options:
View summary data: Opens a table showing the raw data behind the chart in a pop-up window.
Export to CSV: Downloads the data so you can analyze it further or share it outside of Bonterra Grantmaker.
These options make it easy to move from high-level insights to detailed data when needed.
Tips for Getting the Most Value
Start with broad filters to understand overall trends, then narrow your view for deeper analysis.
Use the maximize feature when reviewing data during presentations or meetings.
Export data when you need to combine dashboard insights with external reporting or analysis.
The reporting dashboard is a powerful way to quickly understand your grantmaking activity and make more informed decisions.