---
schema_version: "1"
id: ecdf342b180992e5de6545aba35d98e62f47d61d9b10ef19c278ef0ad7a8468f
title: Manage the Intake Pipeline
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_manage_intake_pipeline.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_manage_intake_pipeline.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d438dbf57ab382d597f3333b09834b6817c5b4c18013f4d161b585628cabecf5
description: Use Intake reports to see Intakes in your organization.
products:
  - Nonprofit
release: "264"
---
# Manage the Intake Pipeline

Use Intake reports to see Intakes in your organization.

To view Intake reports:

1. Click the **Reports** tab.
2. Click **All Reports**.
3. Find and click the name of one of the Intake reports:
    
    - **Intakes in Progress by Stage**: Shows the count of open Intake records grouped by Stage, including In Progress, Awaiting Client Input, and In Review.
    - **Closed Intake Results, Current 6 Months**: Shows the count of Intake records closed in the current and last 6 months, grouped by Intake Results including Approved, Not Approved: Client Declined Services, Not Approved: Referred Elsewhere, and Not Approved: Rejected.

You can also see these reports, along with Inbound Referrals reports, on the Intake Summary dashboard:

1. Click the **Dashboards** tab.
2. Click **All Dashboards**.
3. Find and click the **Intake Summary** dashboard.