Default Templates Available
The SmartyGrants team has done some of the hard work on your behalf to provide you with a set of Default Templates.
These templates may suit some of your reporting needs without you having to make your own reports, and can be quite handy indeed. You will find these templates in the reporting section of the system.
Application Default Templates
Short Summary
A one page summary of each application. Available in Word.
App Contact Summary
A short summary of key application and related contact details. Available in Word.
Task List
A list of the tasks assigned to each application. Available in Excel or Word.
Open or Unsubmitted Forms
A list of all forms that are open or unsubmitted on your applications. Available in Excel.
Allocation and Payments
Funding allocation and payment details for applications.
Contact Default Templates
Contact Summary
Essential information for contacts and their grant involvement.
Contact Allocation and Payments
Funding allocation and payment details for applications related to contacts.
Handy Report Templates
The templates below are report templates that we have developed and plan to include in the system as default templates in the future. You are able to download these templates and then upload them as Report Template into your account.
Duplicate Application Tracker
This template is an application based, multi-program report that identifies duplicate Account and Contact details within applications themselves.
Download the template below.