1. Enable Reports and Set Dates
Go to the Grant Editor tab and choose Program Cycles subtab.
Select your Program and Cycle.
Click on Applicant Access & Dates.
Select Yes in the dropdown for Offer Interim Report and/or Offer Final Report.
Set an appropriate Open and Deadline date for each report.
Click Save Changes.
2. Add Report Pages to the Cycle
Go to the Grant Editor tab and choose Cycle Pages subtab.
Scroll to the Add New Page section.
Select the appropriate checkbox for Interim Report or Final Report.
Select page type from the dropdown.
If you are utilizing the templates feature, choose the Custom Narrative or Custom Calculation page type from the dropdown.
Select your template from the Templates dropdown.
Name your page in the title textbox.
Click Add.
Add more pages as desired.
Add questions and edit the pages as needed.
Context and Tips
📝 Notes:
Interim Report form pages will appear in yellow; the Final Report form pages appear in green.
The Media Library Selection page can only be used once throughout all forms in a cycle.
The Interim Report is available to applicants in the Funded status, and the Final Report will be available to applicants in the Interim Report Approved status.
If your cycle does not have an Interim Report, the Final Report is available to applicants in the Funded status.
You can create a status mailer for Interim Report Received and/or Final Report Received, and set yourself as a BCC recipient to be notified when an applicant submits.
If you do not see the Interim Report fields, this setting may be set to No for your agency.
Contact the GO Smart team if you would like to offer Interim Reports in your applications.
💡 Tips:
For all page types except Custom Narrative, you can copy data from the main application into a report page by selecting the page from the 'Link to' dropdown and checking the Pre-populate box.
If you want to add a new column to a report table that was not in the main application, you must edit the page in the main application form and add the column there first.
Use a mass mailer to remind and direct applicants to return to the system to complete their Interim or Final reports.
Learn more about Interim and Final Report statuses.
