Is there a way to pull up closed grants within a process on our dashboard?
For example, trying to easily sort for this on my main dashboard, without creating a report. Want to easily email all previous grantees within a process about a new opportunity. I've already created the email template using Foundant.
While you can’t do this in the dashboard, you can do it from requests & decisions without having to go into reporting. Does this help solve the scenario you are looking for?