General Reports Information

Background

As a SARE grant recipient, you will be required to submit periodic progress reports. Progress reports are due annually until a final report is approved by an administrator.

Entering Data

To enter report data:

1. Open the Working Version of the report from the Project Overview page.
2. Click “Edit” next to each section to enter report data. Fields with red asterisks are required.

When you submit your final report, no working version is created. You can create a new working version by going to the most recently Approved version, click the "Start a new draft report", edit, and then submit that version.

There are two options for entering report data:

1. Recommended: Enter and format report data directly into the report using the system's text editor. This approach is least likely to result in formatting errors. See the instructions below for using the editor to enter tables, images and text into repeatable fields.
   • Insert tables
   • Insert figures, graphs, photos, audio and video files  
   • Entering data into repeatable fields
2. Alternately, create your report using a word processor and then copy and paste the information into the report sections. This approach may result in formatting errors when saving formatted content, tables or images.

When you are finished with a section, click Save.

Click the project number at the top right of the main report page to exit the report and return to the Project Overview page.

Submitting Reports

When your report is ready for submission:

1. Click “Go to Submit Report” from the main report page to submit your report.
2. Click on each section and provide the required information.
3. Return to the main report page
4. Click “Go to Submit Report.”
   1. If you have answered all the required questions, you will see the "Submit Report" button.
5. If you’d like to send a note or questions to the administrator, enter them into the Comments field.
6. If this is a final report, click the final report checkbox.
7. Click “Submit Report” to submit the report.

Once the report is submitted, the report status will change from “Working Version” to “Pending Review.” and the regional administrator will be notified.

You will not be able to edit the  report until the administrator has taken one of the following actions:

• Modifications requested: The report will revert to working version status and posted to the Project Overview page for revision and resubmission.
• Progress report approval: The report will be saved and made available for public view. An identical working version will be created and available from the Project Overview page for revision and resubmission as a subsequent progress or final report.
• Final report approval: The report will be saved and made available for public view. An identical working version will not be created.

You will be notified by email once the administrator has reviewed your report.