This video introduces the ad-hoc reports module in Bonterra CyberGrants — a versatile tool for exploring and understanding your program data. Viewers learn how to build ad hoc reports by selecting a report topic, applying filters, and previewing data to refine what appears. The video demonstrates how to add or remove fields, use calculation options like SUM or Unique Count, and arrange columns using drag-and-drop controls for a tailored layout. Once complete, users can name, save, and run reports to generate Excel files for further analysis or recordkeeping.
The session also covers how to run saved reports, modify existing ones, and manage access through the Report Library. Users can update topics, adjust filters, rearrange fields, and share reports with other administrators directly from one central location. With these tools, administrators can independently track program activity, uncover trends, and keep their data organized. To continue learning, access the Help Center or visit Bonterra Academy.
