Step 1: In the sidebar, click “Reports”, followed by "Upload Report". A pop-up window will appear with an Upload section at the top and six fields: Grantee, Grant, Report Name, Report Date and Report Type, Global Region.
Step 2: Upload the report, by either:
Dragging and dropping the document directly into the dotted rectangle at the top of the pop-up window
OR
Clicking in the dotted rectangle and navigating to the desired file in your computer, and selecting “Open/Choose.”
Step 3: Associate the report with your organization data (i.e., grantee, grant, protfolio, partner, etc.). This will ensure that you have the correct unit of analysis when you go to analyze your data, e.g., you can say how many and what % of grants and grantees had experienced different changes in lives related to your priority outcomes.
Step 4: Click the “Upload” button to upload the document and close the window. You can cancel the upload by clicking “Cancel”.
Step 5: Check out your report or search for other reports in the Reports Table. The report you have just added will now appear at the top of the table on the Reports page. You can also filter through reports using the Report Name, Grantee Name, and Report Date filters.
Step 6: After you’ve uploaded your reports, you can start tagging them.
Note: Only .docx (Microsoft Word) files are currently supported for Reports upload. PDF, picture and video uploads will be coming soon.