GLM & SLM Idea Lab

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  1. 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."

    84 votes

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  2. administrator comments in reports

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

    18 votes

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  3. Track Scholarships in a UA that have 0 applicants

    We have a large UA with over 140 processes, some of those processes require a very specific type of student. We would like to be able to easily track which scholarships in our UA have 0 applicants at any moment. This way, we can reach out to school counselors, coaches and do targeting marketing for those scholarships. I am able to run a report showing which scholarships HAVE applicants, but of course that doesn't show the scholarships that may be falling through the cracks with no applicants. Thanks!

    12 votes

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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. Folders for Reports

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

    67 votes

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  11. 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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  12. 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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  13. 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.

    24 votes

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  14. 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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  15. Export ALL GuideStar Charity Check Information

    This would include:
    The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
    IRS Publication 78
    Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
    IRS Business Master File
    Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
    990s list.
    Public Profile:
    GuideStar Exchange level (i.e. Silver, etc)
    Name, DBA, AKA, address, ED, etc.
    Fiscal Year Start:
    Fiscal Year End
    Total Assets
    Total Revenue:
    Total Liabilities
    Total Expenses
    Goverment Issued Ruling Year:
    All fields under Financial…

    13 votes

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  16. Organization History Quick Export

    I would love a "quick export" option from the Organization's Request History tab. So many ways this could be valuable.

    1 vote

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  17. Data sets: converting blanks to zeros

    It would be great to have the option to convert every blank in a column to zeros. Foundant datasets will not let me use formulas on a set of cells if one cell in that row is blank. Many of these cells will often be optional, and we don't require grantees or staff to fill it out of the answer is 0, but we would like the reporting system to register it as a 0.

    1 vote

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  18. Request Status dates

    It would be extremely helpful to be able to pull the "Request Status" by date filter into a report. We added new custom impact rating questions to some of our forms to track the success/impact of the grant and would like to pull all grants closed in a particular fiscal year to see that data. Right now we can only pull closed grants by decision date which doesn't give us what we need.

    1 vote

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  19. evaluation summary

    Our committee would like to see a summary of all evaluations by process. Similar to the option we have with merging template for applications that spits out a word document. This would be helpful for our committee discussions.

    1 vote

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  20. Organization Report

    It would be great to have a data set for Organizations. Similar to what you have for evaluations, payments, installments, etc.

    "One Row Per Organization: Each organization is represented by its own row."

    7 votes

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