Tracking grant applications

Let's take a look at the tools available in the Grant submenu for tracking grant records. As you might expect, Grants follow a similar pattern as other areas by having a dashboard summary of grant statistics, a Find Grants tool, and a link to quickly create a new grant record.

The dashboard summarizes the number of grants by status (with each cell hyperlinked to display a filtered list of records), and a list of recent grant records created.

Find Grants provides access to each of the relevant data fields, including ranges for the grant amount and date fields, as shown in the following screenshot:

The date range fields provide the additional option of searching by an empty value. For example, if you are looking for an updated list of applicants who have not yet received a funds disbursement, you can select a status of Granted and Money Sent Date of "not set", and run your search.

Grant records may be exported to a CSV file after running your search.