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33 results found

  1. Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.

    45 votes

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  2. We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.

    Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.

    8 votes

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  3. Running reports is too complicating. It would be great to have an easier user interface for running reports / saving reports / even automatically emailing reports on a pre-set frequency.

    Have a standard batch of already created reports for the most commonly run reports where you can easily adjust a few parameters/filters like process, date range, funding category, etc..

    But also keep the ability to customize a report if a standard report does not give you the information you require.

    5 votes

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  4. We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.

    3 votes

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  5. It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.

    I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.

    3 votes

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  6. In GLM, it takes a LONG time to navigate to a specific request. Summary of that process: home screen > search > organizations > type org name > wait for results to load > comb through all results > click on correct org name > requests > comb through all requests > click on correct request name > finished. That's a TON of steps.

    It'd be very helpful if we could export the unique URL of all requests. I'm thinking it could be a report field? this would enable us to set up an offline spreadsheet containing direct links to…

    2 votes

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  7. You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.

    6 votes

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  8. Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.

    I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.

    3 votes

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  9. It would be great to have the ability to increase the character count in the "Comments" tab under Organizational profiles. We use the tab for a summary of a grant once it is closed and any grant management comments of note. We often find that with grants that are a year long or more, we have far more to write than the current character count allows.

    2 votes

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  10. Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.

    5 votes

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  11. Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.

    I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.

    3 votes

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  12. It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.

    2 votes

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  13. Can the number of students that are eligible for our active opportunities within a UA process, be updated once the first evaluation is determined? We had 223 students eligible for one of our opportunities, but then once they were evaluated they were no longer eligible, but that number in opportunities did not change.

    1 vote

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  14. Add a pop up window that confirms deletion of a Reporting Data Set. It's far too easy to accidentally hit the delete button instead of the edit button - and per support, it is not possible to recover a deleted Reporting Data Set.

    3 votes

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  15. Create the ability to recover deleted data sets.

    1 vote

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  16. Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…

    2 votes

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  17. Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.

    12 votes

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  18. When running a report you will get all results from the process/s you choose, then have to edit the Excel that you download.

    It would be nice to delete the entries in the spreadsheet from the site prior to downloading it. Or, only click on the applicants that you are interested in downloading information for w/in the report set-up.

    2 votes

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  19. 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.

    8 votes

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    2 comments  ·  Reporting  ·  Admin →
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  20. 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.

    6 votes

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