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29 results found

  1. Track usage/traffic

    It would be nice to be able to see how much traffic our Foundant site gets from applicants. For example, does traffic go up after we run social media posts? We can currently run a report to show applications in any status, but that doesn't capture everything, like people who log in to work on an application that remains in draft status.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  2. "Select all fields" option.

    When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.

    1 vote

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  3. Summary report for individual reviewers

    Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."

    91 votes

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    Proposed Idea  ·  9 comments  ·  Reporting  ·  Admin →
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  4. Table fields sync when process is copied forward

    I'd like to confirm that table fields will sync when I copy forward my current process. I've added tables to several processes and need to combine the similar fields in reports today. When we copy our current process forward, I hope the table fields will automatically sync in reporting.

    1 vote

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  5. administrator comments in reports

    Could we add the option to pull administrator comments into reports?

    21 votes

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  6. Closing out incomplete final reports

    We have a few grantees who missed completing final grant reports from some years back.

    It would be great to have the option to close a request that would still show the final grant report as a draft or incomplete somehow in the organization's request history. It could be coded as "incomplete" or something similar. In order to clean up the dashboard, right now the options are to 1. unassign the follow up, 2. submit the follow up on their behalf, or 3. have it show up in the follow up draft bucket indefinitely (ie not clean up the dashboard).…

    1 vote

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  7. I would love to have a reminder that filters in reporting are case sensitive.

    Please add a reminder note or an "i" icon info. Fairly often, I add filters, get an empty report, then realize my capitalization doesn't exactly match the one in the system.

    1 vote

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  8. Having ability to show all contacts for an organization in a report - and specify the Executive Director

    We have implement a process where the Executive Director needs to sing an electronic grant agreement. This requires me to know the name and email address of the Executive Director. It would be nice to be able to pull a report specifically showing all the contact names and email addresses listed so I can then know who to assign the report to.

    1 vote

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  9. Collaborator in reports

    I'd like to be able to search in reports for applications that took advantage of Collaborator options. We ask for "additional applicant" contact details in our request. I learned we have two requests in this cycle that did not add any details, confident the "collaborator" information was automatically included. I realize we can add signage in our application for better clarity in a future process. It would be helpful to have collaborator field options under the request or applicant tabs.

    1 vote

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  10. search feature in data set fields

    Can search parameters on the select data fields page be updated to allow us to search for form names? For example, I have 5 processes with the same forms in each (named by yyyy.mm). I'd like to be able to search for the same form from each process and not have to see all 120 forms when selecting the questions i want to include in my report for each month.

    My current process is:

    1. copy data set
    2. Update Name/Description
    3. Choose Data Fields
    a. open previous month follow ups
    b. uncheck all selected boxes (questions)
    c. open current…

    1 vote

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  11. Last used column for reports

    With staff turn over sometimes we don't know which was the report or data set they used for tasks that they were mostly in charge of. It would also help folx looking to clean out foundant, they could sort by last used and feel confident deleting something that hasn't been used for a long time.

    2 votes

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  12. Choosing Processes for Reporting

    When creating a report that needs to span several years, it can get very hard to remember which processes you have already chosen. It would great if the processes you select populated at the bottom of the screen so you know what has been chosen and what is missing.

    3 votes

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  13. add budget to dashboard

    I would love to be able to see a quick Budget snapshot on the main/home Dashboard page. Just a quick status bar with numbers, for instance, we have already committed/paid out $100 of our $500 overall budget for the year and we have $400 left to award.

    1 vote

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  14. Organisation Search

    It would be great if a report can be created that enables a user to view all Organisations registered in GLM, rather than only those associated to a process / request. I am wanting to see all registered organisations from a certain date, though am unable to see this, as some are not yet associated to a request / process. This really limits my ability to run any kind of analytics to see how many registrations have been driven to the site, compared to how many applications have been submitted or are in draft.

    1 vote

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  15. Application Form Time Data

    I would like to run a report for our Board members that illustrates the length of time it takes for applicants to complete our grant application form. We wanted to run a report from start time to finish time for each grant applicant and calculate an average time spent on the application. This data would be valuable and help us with our process improvements for our grants program.

    2 votes

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  16. Folders for Reports

    It would be nice to create folders to organize all the reports created.

    71 votes

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    9 comments  ·  Reporting  ·  Admin →
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  17. Ability to include multiple processes in a one line per organization report

    As part of our due diligence, we verify that all applicants have completed a specific, required process. Data from the specific process is also needed in evaluating requests from multiple processes.

    Use cases:
    Comparing year over year funding to an organization to determine other processes that may be useful to share with an applicant organization

    Verifying that a required process has been completed for our due diligence process

    2 votes

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  18. Non Paid Organizations

    Is it possible to generate a quick list for all my non-paid organizations within a certain time frame? The Reporting and data sets is way to cumbersome to achieve this easily.

    1 vote

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  19. Check/Uncheck All in Data Sets

    When building a data set to run a report, it would be great to have a check all/uncheck all box. When I'm building my general data set to build my individual scholarship reports from it's very time consuming to have to check every single box for each question in the data field step.

    25 votes

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    9 comments  ·  Reporting  ·  Admin →
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  20. Report generation for Giving Circles (role)

    We would love to provide our Giving Circles the ability to run their own evaluation reports so when they meet as a group they can discuss their own evaluations for submitted grants. Much easier for them to do it than staff. If this needs to be a new role assigned that would be fine.

    1 vote

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