--- title: Navigating the Financial Reporting Dashboard description: Learn how to use Financial Reporting Dashboard functions to create new forms, locate existing forms, review status information, and complete other actions such as viewing, editing and printing. --- [Skip to content](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#main-content) [Helpdesk](https://support.dodeagrants.org/tickets-view?hsLang=en-us) [![DoWEA-ETAC logo 4c\_draft](https://knowledge.dodeagrants.org/hs-fs/hubfs/DoWEA-ETAC%20logo%204c_draft.png?width=200&height=210&name=DoWEA-ETAC%20logo%204c_draft.png)](https://dodeagrants.org/) - [DoWEA ETAC Homepage](https://dodeagrants.org/) Open main navigation Close main navigation - [DoWEA ETAC Homepage](https://dodeagrants.org/) - [Helpdesk](https://support.dodeagrants.org/tickets-view) - [Contact Us](https://dodeagrants.org/Contact) [Contact Us](https://dodeagrants.org/Contact) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Financial Reporting Guides](https://knowledge.dodeagrants.org/etac-kb/support?hsLang=en-us#financial-reporting-guides) # Navigating the Financial Reporting Dashboard ## Learn how to use Financial Reporting Dashboard functions to create new forms, locate existing forms, review status information, and complete other actions such as viewing, editing, and printing. *Last updated 3/23/2026* **[Print PDF Version](https://learn.dodeagrants.org/tool_files/Navigating%20the%20Financial%20Review%20Dashboard.pdf)** ### Contents - [**Financial Forms**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#FinancialForms) - [**Reporting Access by Role**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#ReportingAccess) - [**Accessing the Financial Reporting Dashboard**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#AccessDashboard) - [**Filtering by Grantee and Grant Year**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Filtering) - [**Creating and Editing Forms**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#CreatingEditing) - [**Viewing and Printing Forms**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#ViewingPrinting) - [**Interpreting Form Statuses**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#InterpretingStatuses) - [**Form-Specific Guidance**](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#FormGuidance) ### Financial Forms The following financial reporting forms are completed and submitted to the DoWEA program team via the *Financial Reporting Dashboard* on the DoWEA Evaluation Technical Assistance Center (ETAC) website: - **SF-424 (Budget Change Request)** - **SF-425 (Annual Federal Financial Report)** - **SF-428 (Tangible Property Report) ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-52-50-5445-PM.png?width=670&height=211&name=image-png-Dec-16-2025-06-52-50-5445-PM.png)**   **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** ### Reporting Access by Role Project directors and financial staff members can create and submit financial forms through the *Financial Reporting Dashboard*. Other team members within a grantee school district can view but not edit financial forms. Evaluators do not have access to the *Financial Reporting Dashboard.*   **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** ### Accessing the *Financial Reporting Dashboard* 1. Go to the [ETAC homepage](https://dodeagrants.org). ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-53-59-8087-PM.png?width=670&height=103&name=image-png-Dec-16-2025-06-53-59-8087-PM.png) 2. Sign into your account using the *Login* button in the top right corner of the homepage. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Mar-23-2026-09-27-44-3929-PM.png?width=670&height=283&name=image-png-Mar-23-2026-09-27-44-3929-PM.png) 3. Select *Reporting* from the navigation menu to enter the *Reporting Dashboard. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-54-12-3088-PM.png?width=670&height=105&name=image-png-Dec-16-2025-06-54-12-3088-PM.png)* 4. Open the *Financial Reports* card to enter the *Financial Reporting Dashboard. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-54-17-6983-PM.png?width=670&height=319&name=image-png-Dec-16-2025-06-54-17-6983-PM.png)* 5. Access the type of financial form you want to create or viewfrom the side menu or by opening the corresponding dashboard card. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-54-25-3662-PM.png?width=670&height=310&name=image-png-Dec-16-2025-06-54-25-3662-PM.png)   **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** ### Filtering by Grantee and Award Year **Search Functions:** Within each financial reporting category, you will find a list of all grantees, grant projects, and grant years with which your user profile is associated. Use the *Keyword Search* and *Award Year* drop-down filter to locate the grantee and award year for which you are currently reporting. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-54-49-3765-PM.png?width=670&height=253&name=image-png-Dec-16-2025-06-54-49-3765-PM.png) ** Viewing Existing Forms Within a Grant Year:** Once you have located the desired grantee and award year, click the *View* button on the corresponding line to see all existing forms and create new forms within the selected reporting category.  ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-55-10-3603-PM.png?width=670&height=194&name=image-png-Dec-16-2025-06-55-10-3603-PM.png)   **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** ### Creating and Editing Forms **Creating a New Form:** Select the *+New \[Name of Form\]* button in the upper right corner to start a new report or request form. **![](https://knowledge.dodeagrants.org/hs-fs/hubfs/undefined-4.png?width=670&height=202&name=undefined-4.png)** **Before You Start:** Wherever applicable, review the *Year, Award Number*, and *School District* preselected in the first drop-down menu on the page. Double check that these reflect your desired combination. Information populates throughout the form based on this initial selection. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-56-22-3639-PM.png?width=670&height=149&name=image-png-Dec-16-2025-06-56-22-3639-PM.png) **Saving Your Work:** To save a new report, complete all mandatory fields on the first page of the form and click the *Next* button (or, for the SF-425, the *Save and Calculate Totals* button)in the bottom left corner of the form. After this initial save, you can exit and return to editing the form as needed before submitting. **Mandatory Sections:** As you complete the form, note that all items marked with ared asterisk are mandatory and must be completed in order to save and submit the form. If you click the *Next* buttonbefore completing all mandatory fields on a given page, an error message will prompt you to provide the missing information before moving forward. **Prefilled Items:** For your convenience and to support reporting accuracy, some lines have been prefilled based on your user profile and the profile of the grantee and grant year for which you are reporting. If you need assistance updating a prefilled line that is locked for editing, contact ETAC at [support@dodeagrants.org](mailto:support@dodeagrants.org). **Editing an Existing Draft**: To continue working on an existing draft, find the corresponding line and select the *Edit* button*.*  ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-56-54-0611-PM.png?width=670&height=205&name=image-png-Dec-16-2025-06-56-54-0611-PM.png)   **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** ### Viewing and Printing Forms **Viewing Forms: **To open view-only versions of reports (particularly those that have been submitted and can no longer be edited), find the corresponding line and select the *View* button*.*  ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-57-09-0466-PM.png?width=670&height=157&name=image-png-Dec-16-2025-06-57-09-0466-PM.png) **Printing Forms:** To download a copy of a submitted form for your records,find the corresponding line and select the *Print* button*.* This will open a new browser window with a PDF version of the form that you can save to your computer and print all or selected pages. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-58-51-0254-PM.png?width=670&height=152&name=image-png-Dec-16-2025-06-58-51-0254-PM.png)![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-58-56-7794-PM.png?width=670&height=159&name=image-png-Dec-16-2025-06-58-56-7794-PM.png) > **Note:** It may take a few moments for the system to prepare the PDF version. Thanks for your patience!   **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** ### Interpreting Form Statuses **Status Labels:** The button label in the status column identifies the current stage of the form (*Draft, Submitted, Approved,* etc.). Click this button to view further information, including *Status History* and any status notes provided by the DoWEA program team in the *Reason* column. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-06-59-54-9765-PM.png?width=670&height=158&name=image-png-Dec-16-2025-06-59-54-9765-PM.png)![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-07-00-07-8881-PM.png?width=670&height=219&name=image-png-Dec-16-2025-07-00-07-8881-PM.png) **Status Meanings:** As financial forms progress through the creation and approval process, they pass through some or all of the following statuses: - **Draft:** Forms that have been created and saved but not yet submitted. - **Submitted:** Forms that have been submitted to the DoWEA program team for review. - **Approved:** Forms that have been reviewed and approved by the DoWEA program team. - **Rejected: **Forms that have been reviewed by the DoWEA program team and require changes before approval. - **Resubmitted:** Forms that were rejected upon initial review and were subsequently updated based on feedback and sent back to the DoWEA program team for a second round of review. > **Note:**In the event that the DoWEA program team does not approve a form as-is, follow the directions provided in the *Reason* column of the *Status History* table to revise and resubmit it. ![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-07-00-41-6129-PM.png?width=670&height=39&name=image-png-Dec-16-2025-07-00-41-6129-PM.png)![](https://knowledge.dodeagrants.org/hs-fs/hubfs/image-png-Dec-16-2025-07-00-46-4567-PM.png?width=670&height=166&name=image-png-Dec-16-2025-07-00-46-4567-PM.png)   **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** ### Form-Specific Guidance Need support with filling out and submitting a particular financial reporting form? These articles can help:  - [Budget Change Request (SF-424)](https://knowledge.dodeagrants.org/etac-kb/completing-a-budget-change-request-?hsLang=en-us) - [Annual Federal Financial Report (SF-425)](https://knowledge.dodeagrants.org/etac-kb/completing-an-annual-federal-financial-report?hsLang=en-us) - [Tangible Personal Property Report (SF-428)](https://knowledge.dodeagrants.org/etac-kb/completing-a-tangible-personal-property-report?hsLang=en-us) **[Back to Top](https://knowledge.dodeagrants.org/etac-kb/navigating-the-financial-review-dashboard#Top)** - [Support](https://knowledge.dodeagrants.org/etac-kb/support?hsLang=en-us#main-content) - [Website Support](https://knowledge.dodeagrants.org/etac-kb/support?hsLang=en-us#website-support) - [Programmatic Reporting Guides](https://knowledge.dodeagrants.org/etac-kb/support?hsLang=en-us#programmatic-reporting-guides) - [Financial Reporting Guides](https://knowledge.dodeagrants.org/etac-kb/support?hsLang=en-us#financial-reporting-guides) - [FAQs](https://knowledge.dodeagrants.org/etac-kb/support?hsLang=en-us#faqs) P.O. 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