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Run your first full report

Start a full research report for your organization. It searches the web for grants, partners and donated support, checks the evidence and suggests what to do next. Starting it takes a few minutes, and the report usually takes about 30 minutes.

  • 5 min
  • Paid plans
  • No AI actions

Screens pending

Before you start

Paid plans

Full reports are included with a subscription, and they don't use AI actions. Daily research limits apply. On Free, the owner sees Subscribe and start report, which starts the report as soon as the subscription goes through.
  • You need to be an owner, admin or editor of the workspace.
  • Workspace AI must be on. An owner or admin can turn it on in Settings.
  • Only one report runs at a time in a workspace.

Run the report

  1. Open New research

    In Discover, open your report's More report actions menu and select New research. Research history has a New research button too.

    The More report actions menu, from Download report and Refresh report to New research and Delete report.
    Example workspace · fictional data

  2. Choose Full research report

    Select Full research report, marked About 30 minutes. Quick search is for one specific need and takes about 2 minutes.

    The two kinds of research: Quick search, about 2 minutes, and Full research report, about 30 minutes, which is selected.
    Example workspace · fictional data

  3. Say what to focus on

    Under What should the web search focus on?, describe what you're raising money for in a sentence or two. It's optional, and it starts with your last report's focus.

    This text may be sent to public search engines, so leave out private details.

    Start a research report, with the optional focus question, Information for this report and Start report, beside Your research setup.
    Example workspace · fictional data

  4. Check what the report will use

    Information for this report says what goes into the research. Web searches use your public details and the focus. Your saved details and the document summaries you chose are used afterward, with web search off. Select Review all information to see each one.

    Your research setup holds your funding needs and the documents research may read. To change it, select Edit research setup.

    Information for this report, opened to show what public web research uses and which document summaries are used afterward, with web search off.
    Example workspace · fictional data

  5. Start the report

    Select Start report. Starting approves OpenAI processing of the information you reviewed.

    The page says We’re finding funding for your organization, with four steps from Prepare your brief to Build your report. You can close the tab while it runs.

  6. Open your report

    When it's ready, you get a notification, Fundraising research is ready, and an email unless you've turned report emails off. Select View report, or open Discover.

    The report opens on Opportunities, ranked by fit. Full report is the written report, with its sources.

    The top of a finished report: its title, the Opportunities and Full report tabs, the refresh summary, Where to focus and Your progress.
    Example workspace · fictional data

For every option, and what to do if research doesn't finish, see Run a full research report.

What you get

A full research report titled Funding opportunities for your organization, with the opportunities it found and the sources behind each one. Check deadlines and eligibility on each funder's own page before you rely on them.

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