Instantly analyze and share your grant progress with your organization or clients by downloading built-in Instrumentl reports!
Note: The Reports feature is exclusive to paying subscribers. Exporting data is not available to free trial users.
See how convenient Instrumentl reports can be in our video overview below!
Note: Instrumentl Reports pull information from your saved opportunities. Exporting an exhaustive list of matches is not supported—you'll need to save any relevant matches to your Tracker/project(s) in order to download a Report.
You can, however, download individual grant pages and 990 Reports as PDFs without needing to save them
Overview
There are six types of Instrumentl Reports—read each definition below. Click the hyperlinked names of each report to jump ahead to their corresponding section for more details.
Opportunities Report: Generate a comprehensive "snapshot" of your Grants Tracker,
Funders Report: Export data on the funders of opportunities saved to your Tracker.
Contacts Report: Download the Funder Contacts you've added to Funder Profiles.
Tasks Report: Pull your Tasks data into a spreadsheet.
Awards Report: Extract information on awarded grants in this spreadsheet file.
Available on the Standard Plan and above.
Financials Report: Gather expense & payment details from one or all of your awards.
Available on the Professional Plan and above.
All reports are available for export as .csv files, allowing you to easily save your data as an Excel spreadsheet (.xlsx file type) or upload it to Google Sheets, etc. This is particularly useful for data analysis or integration with other tools, helping you customize and manipulate the data to meet your specific needs.
The Opportunities Report is the only report with a PDF option.
Locate the Reports page
Quickly download a PDF or CSV/Excel file containing all the Funding Opportunity data in your Tracker.
From any of the four views (Tracker, Awards, Calendar or Tasks), select Reports located in the top-right corner of the screen. This will take you to the Reports page.
Opportunities Report
1. Select Opportunities from the Reports page.
3. Choose the Project(s), Status(es), [grant] Owner(s)* and Date Range you wish to include in the report. You can also include grants you've hidden from your Matches—this lets you display the grants you've already reviewed and deemed a bad fit.
*The 'Owner' filter signifies Grant Owner Assignments, which is a feature available on the Standard Plan and higher.
Note: the Date Range uses the dates in the 'Deadline' column of your Tracker (Funder deadline, Submission goal, or Submission date) and how the Fiscal Year is defined in your Organization/Client Profile.
4. Select Create report.
5. Choose whether you’d like to download this Opportunities Report as a PDF or CSV/Excel file. (You can choose both!)
PDF Opportunities Report
The PDF Opportunity Report is sorted by deadline and organized by Fiscal Year. The PDF version includes the following fields: Funder name, Funding Opportunity name, Deadline, Status, Amount, Next Task, and Notes.
Some users find this PDF report useful to print out and bring to board meetings as a quick, digestible visual that informs others of your progress.
Note: By default, the PDF report will show truncated notes. To include the full notes, click the 🔽 "downward arrow" and select Include full notes from the dropdown menu:
A feature exclusive to the PDF Report is that the opportunity names are hyperlinked, so you can click them to view the saved opportunity pages in Instrumentl.
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CSV Opportunities Report
The CSV/Excel Opportunities Report will include all fields from your Tracker, including any Custom Fields! You can then filter, sort, and further analyze your grant data using your .csv/.xlsx software (Microsoft Excel, Apple Numbers, Google Sheets, etc.).
Note: Opportunities Reports only show the very next upcoming Task due for that opportunity.
If you’d like to see all upcoming Tasks, jump below to learn how to pull a Tasks Report!
Funders Report
Generate a CSV/Excel Funders Report to gather key information on the funders whose grants you've saved to your Tracker.
1. From the Reports page, select Funders.
2. Select the Project(s) from which you want to export funder data.
4. Click Create report.
5. Click Download CSV / Excel.
The Funders Report CSV export includes the following fields: Funder Name, Funder Type, Number of Saved Opportunities, Total Amount Requesting, Total Assets, Total Giving, Average Grant Amount, Median Grant Amount, EIN, Address, Phone Number, Website, Number of Points of Contact and Funder Notes.
Note: For those on the Pro Plan and above, Funders Reports also include any Custom Fields you've created for funders.
Contacts Report
Download a Contacts Report as a CSV/Excel file to quickly see the information associated with each funder contact your team has manually entered into the Funder Profiles of saved opportunities in your Tracker.
1. From the Reports page, select Contacts.
3. Select the Project(s) from which you want the report to pull Contacts data.
4. Click Create report.
5. Click Download CSV / Excel.
The Contacts Report CSV/Excel file includes the following data: Funder Name, Contact First Name, Contact Last Name, Role, Email Address, Phone Number and Contact Notes.
Note: The Contacts Report includes only the "Contacts" you have manually added to funders of grants saved to your Tracker. If you haven't added any Contacts to the Funder Profiles of your saved opportunities, there will be no report generated— instead, your best bet is to download a Funders Report.
Tasks Report
Stay up to date on your grants’ action items, and check in on your team's progress by downloading a Tasks Report! This report allows you to export your Tasks data.
1. From the Reports page, select Tasks.
3. Select the Project(s), Task Status(es), Task Type(s), Assignee(s), Deadline date range, and Source of 'Year' Column.
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4. Click the Create report button.
5. Click Download CSV / Excel.
The Tasks Report CSV includes the following fields: Year, Project, Funder Name, Funding Opportunity Name, Task Type, Task Description, Due Date, Assignee, Collaborators and Status.
Note: For those subscribed to the Pro Plan or above, you can include data for Collaborator assignees in your Tasks Reports!
If you want to customize this Tasks Report further, you can do so directly in a spreadsheet application like Excel! For example, you can use Excel's filtering options to filter the report by Assignee or Task type. For more information on filtering, see Microsoft's Excel article.
Awards Report
The Awards Report allows you to export the data in your Awards View as a CSV/Excel file. This is a great way to see all your awarded grants in one concise report!
Note: The Awards Report is available only on the Standard Plan and higher.
1. From the Reports page, select Awards.
2. Choose the Project(s), Status(es), [grant] Owner(s) and Date Range you wish to include in the Awards Report.
3. When finished, click Create report.
4. Lastly, click Download CSV / Excel.
This triggers a CSV/Excel file to download with all of your awarded opportunities' information. This includes columns such as: Year, Project, Funder Name, Opportunity Name, Owner, Grant Period Dates, Status, Amount Awarded, Next Report Description and Deadline, Notes, Contact Information, etc.
Financials Report
Generate a Financials Report for your organization to review Payments Tracking and Budget Spenddown.
Note: This report is exclusive to the Professional Plan and higher.
Individual Award
When in the 'Financials' tab of an award, click Download Report > Download CSV/Excel.
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A CSV/Excel file will download to your device containing all financial data for the selected awarded grant. This includes information such as: Award Amount, Amount Spent, Amount Remaining, Grant Start and End dates, Status(off-track vs on-track), Last transaction date, Expense Categories, Expenses (ID, Description, Date, $ amount), Payments (from funder/award), etc.
All Awards
1. To generate a Financials Report of all awarded opportunities at once, navigate to the Reports page and select Financials.
2. Next, select Download Reports.
The window will close, you'll be back on the main Reports page, and there'll be a banner at the top of your screen that says "Your report is being generated. You will receive an email when it is ready."
3. The wait time varies based on the amount of financial data and the number of awards in your projects. Eventually, you'll see an email from hello@instrumentl.com with the subject line "Your expense report is ready" and a Zip file attachment.
Download the 'expenses.zip' file and open it up on your device. From there, you can see a list of .csv/.xlsx Financials Reports for all awarded grants on your account.
Contact Us 
If you have any questions about Instrumentl's reporting options, start a conversation with our friendly Support team using Messenger when logged in, or simply email us at hello@instrumentl.com.