Set up a report

Steps

1. In the left navigation pane, click Reporting > Report Builder. The Reports screen displays.
2. In the upper right corner, click Create new report. The report builder displays the Set up your report tab.
3. Enter a name for the report in the Report name field.
4. Select the program the report is associated with from the Program drop-down list. Each report can belong to only one program.
   
   Related Article: Add or edit a program.
   
   
5. Select how often the report repeats, or that it's a one-time report, from the Report frequency menu. Options include monthly, quarterly, bi-annual, annual, and one-time.
6. If the report is not a one-time report, select how long it runs from the Duration drop-down list.
7. In the Reporting window area, use the Start and End calendar fields to set the time period your organizations are reporting on. The name of each reporting period is generated automatically.
8. In the Submission window area, use the Opens and Due calendar fields to set when recipients can access and submit their report. Notifications go out on the open date. Note: These dates apply to all organizations by default. You can set organization-specific dates afterward in date customization.
9. Once all the fields are complete, click Save changes at the top of the screen.

Understanding reporting window vs. submission window

• The reporting window is the time period the data covers, such as January 1 to December 31, 2025.
• The submission window is when organizations can fill out and submit the report, such as January 15 to February 28, 2026.

Next steps:

• Add organizations to your report

• Add and target forms in your report