Expected Completion Time: 20-30 Minutes

Learning Outcomes

At the end of this module, you should be able to do the following:

• List the different reporting options within a specific opportunity. 
• When extracting reports, determine whether to download as a PDF or Excel sheet. 
• Explain the sitewide reporting capabilities of the Reports tab. 
• Use filtering tools on the Reports tab to customize areas of focus on the downloaded report.

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Knowledge Check Quiz.

Individual Opportunity Reports

InfoReady has a robust reporting feature that allows you to quickly access data from application submissions, Reviewer status, submitted reviews, and post-award activities.  

Read

• List of Opportunity-Level Reports (Excel)
• Tracking Reference Letter Status (Grid & Report)
• Reports about Reviewers
• Reports with Award Information
• Total Application Scores by Reviewer Columns
• Accessing Reviewer Comments and Scores for Applications 

Watch

• Extracting Opportunity-Level Data (Excel & PDFs) (10 min)

Application Packets (PDF)

Downloading Excel reports is often easiest for quick calculations and data comparison. However, sometimes application packets in PDF format are easier for stakeholders to read. Administrators can customize the contents of packets to include specific materials, reviews, and/or progress reports. 

Read

• Download Individual Application as PDF 
• Batch Downloads of Application Packets (PDFs)
• Reviews in PDF Format 
• Export Progress Report as PDF 

Reports Tab

The Reports tab on the Global Navigation Bar allows for sitewide reporting. What is available on your Reports tab depends on your Admin role. For example, Regular Administrators only have access to opportunities they manage or co-manage on their site. 

Primary options on the Reports tab include “Competitions” and “Applications,” but after making that selection, you can enter other filter information to refine your results before downloading a report.  

Read

• Reports Tab Overview
• Progress Reports across Opportunities
• Reviewer Summary Report 

Watch

• Generating Reports from the Reports Tab (6 min)

Knowledge Check Quiz 

- Go to: The InfoReady Training Site
- If you don't already have an account, register for one by clicking Register in the upper right corner.
- You can now use this account to complete any quiz on that site.

	Congratulations! You've completed Module 6, which is the final main module.
	Click here to return to the full list of Training Modules.