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Sort decisions by process (Updated in 3.1.0)

It would be helpful to be able to sort decisions by process. At each board meeting we approve 3-4 different types of grants. With the current setting, I can not identify grants by process. I am currently looking for a quick snap shot of the money spent this year in a particular grant process.

Idea posted September 24, 2012 by Erin Baird, Allegany Franciscan Ministries

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  • Ideas commented  ·   ·  Report

    Yes, the more fields the better. It makes it easier to find a specific grant. Thanks for listening.

    posted October 11, 2012 by Erin Baird, Allegany Franciscan Ministries

  • Chris Dahl commented  ·   ·  Report

    Hi Erin,

    Thanks for the screenshots - totally understand what you mean. I need to look into this a bit more to see what the effort would be, but if it's not too bad, I think we could get this out relatively soon.

    Quick question for you ... if we make some changes on this page, would it also be helpful to expand the list of fields we include in the CSV Export? We discussed internally adding some fields (like Organization Name and address information, Process Name, Decision Date, and Report Fields) to make the CSV export more meaningful.

    Thanks

    posted October 9, 2012 by Chris Dahl, Foundant Technologies

  • Ideas commented  ·   ·  Report

    Chris-

    Attached is a screen shot of what I am calling the decisions page. Currently, I can see a list of all grants awarded during this time sorted alphabetically. I would like to see a sort by process drop down menu at the top of the page similiar to what is available on the dashboard page. I hope this makes sense. I am often asked for grant stats by process and would like to be able to have quick access to this information.

    https://docs.google.com/file/d/0BySnp7rW_wxGY1EtMWtXSks1QzA/edit?usp=sharing

    posted October 1, 2012 by Erin Baird, Allegany Franciscan Ministries

  • Chris Dahl commented  ·   ·  Report

    Hi Erin,

    Thanks for the suggestion. However, I'm not sure where in Foundant GLM you are talking about. Could you please post the URL (ideally) or page title? That would help me ensure I was correctly understanding your request.

    Thanks

    posted September 27, 2012 by Chris Dahl, Foundant Technologies