Fund Advisor Portal - Grant amount on 'Home' vs 'Grants' tab
The 'Total Grants' amount on the Home tab differs from the total of the grants show on the 'Grants' tab because the 'Grants' tab includes scholarships and the home tab 'Total Grants' does not. Would like to see those amounts match for the Fund Advisors
15
votes
Peter Pfankuch
shared this idea
05-11-2023
- Fund Advisor Portal: Added the Scholarship and Top 10 student graph as a separate graph on the fund advisor portal. If the Show Student Data is not enabled, the student name will display as anonymous on the chart displaying for the fund advisor.
Funds: Added the Scholarship graph as a separate graph on the History report on a fund.
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Michelle Schneider commented
Because we set "Show History on Portal" for all of our funds, the totals on the home page create confusion for our scholarship and hardship fund advisors because anything that comes from SLM is not included in the total grant amount. It is not convenient for them to export the grant detail to get a sum of all grants out (including scholarships/hardships).