Moving from Grants Essential Reporting to Reporting Studio

With the launch of Reporting Studio, many of your familiar standard reports from Grants Essential are now available in refreshed and more flexible formats. Reporting Studio helps you explore and analyze your program data more effectively, with easier filtering, grouping, and export options.

If you are looking for a legacy report, use the table below to find its closest match in Reporting Studio standard dashboards. Legacy standard reports may have slight variations in naming. 

Grants Essential Legacy Report Reporting Studio Standard Dashboard Notes
Commitment Schedule Grants Schedule  
Funding and Sponsorship Commitments Grants Schedule Combine this with the Payment Summary for the best match. Use the Commitment Schedule for multi-year or future payments.
Reconciliation Report Grants Payment Summary  
Charitable Receipts Grants Payment Summary CRA number not included in Reporting Studio.
Prospective Proposals Grants Program Summary Does not include tax number, contact details, proposal description, or recommendations.
Budget Summary Grants Budget Summary  
Summary of Payments by Region Grants Giving Summary  
Community Investments Stat Summary Grants Program Summary  

Navigating to standard dashboards in Reporting Studio

To get started, you can navigate to standard reports from the homepage, or search for the report name in the search bar at the top of Reporting Studio. 

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