Bulk Upload Ids for grant records
We love the bulk update functions in custom reports for grants. It would be incredibly helpful to have the option to bulk upload IDs and then gain access to the bulk options for grants.
For example, we are tracking grants for Hurricane Helene, which requires pulling reports and sorting in excel. It would be worlds more efficient if we could bulk upload grant IDs to mark the custom fields on these grants at once (vs. going one at a time, incredibly time consuming during a challenging time in our state).
Laurel Shulman
shared this idea
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Lyndsey Thompson
commented
I agree that it would be helpful to have a "grant_id" option for Upload IDs in custom reports in addition to "profile_id" and "funit_id" so they are located in one central location.
To achieve this currently, you need to create a grant custom report, filter on grant ID, and then upload values from a CSV file with "grant_id" populated. Once grant IDs have been isolated, bulk actions can be applied to this segmented list of grants.
