Use Instrumentl Reports to download a PDF or .CSV (Excel) report of the grant data stored in your individual Project or Master Trackers. This makes it easy to share your progress with grants with your board or other team members who aren't sharing your Instrumentl account.

To create an Instrumentl Report, navigate to your Grant Tracker or Master Tacker and select the Download Report button from the top right of your screen.

Then, choose the Projects, Statuses, and Date Range you'd like to include in your Report. You can optionally choose to include grants you've Hidden:

BONUS: PDF reports have clickable Grant names that open a detailed page with that grant's Overview, Eligibility, and 990 data - anyone can access these grant details, even if they do not have an Instrumentl account!


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