Funder Reporting add-on

Funder Reporting is an add-on ($99/month). Add it under Plan and billing, then Add-on modules, and click Add. It is charged today, prorated.

Set it up

1. Under Reports, add each funder in New funding source and click Add.
2. On each client's page, under Funding source and client ID, enter Your client ID and pick the Funding source, then click Save. You can also fill the client_id and funding_source columns in a CSV upload.

Export

In Funder report (add-on), filter by funding source and dates if you like, and click Download .xlsx. The file lists each client's ID, funding source, courses, credit cost and outcomes, with totals by funding source.

With Employment Outcomes, the Outcomes page has a second funder report that covers training and employment together. Co-branding, Assessment Review and Intake and Placement are coming soon.