exporting play-by-play reports for your program (program staff)

Modified on Fri, 23 Feb 2024 at 01:34 PM

(Financial Reporting for Program Staff)

Exporting Play-by-Play Reports

Follow these steps to export a single Excel file of your program's complete reporting activity over a given period, such as a copy of your approved budget, copies of all expense reports, copies of all budget modifications, and YTD spending totals by line item.

  1. Select the program year you’d like to access and, from the "View Submitted Budgets & Reports" section, click Go to Report Builder.
  2. On the next page, click Play-by-Play > Select Data to Export.

  3. Follow the two prompts to select the time period you need and the specific forms/metrics you need.  The report will generate for you.

Here's a video of how these reports work:

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