Using advanced search

The Advanced Search tool allows you to apply filters to generate a list of requests and export various sets of data from those requests. A set of filters can be saved for quick access to specific reports from the dashboard. 

Creating an advanced search

To create an advanced search: 

  1. Go to Tools > Advanced Search.
  2. Select filter options. You can select multiple fields by holding control or command.
    There are a number of different filter categories:
    - Request details
    - Organizations details
    - Request classification
    - Cash payment details
    - In-kind payment details
    - Event details
  3. Select Search at the bottom of the page.

You can also run a previously saved search by choosing a search name in the Saved searches dropdown and selecting Search. Saved searches can also be run from your Dashboard’s Quick Searches section.

Saving an advanced search

To save an advanced search: 

  1. Go to Tools > Advanced Search.
  2. Select filter options.
  3. Select Save search at the bottom of the page.
  4. Enter a search name and decide if all users can see the search on their dashboard or just you.

Your search is saved! It will appear in the Saved searches dropdown and in your Dashboard’s Quick Searches section.

Advanced search export 

You can export detailed reports on your grant requests from the advanced search results. After you run your advanced search, select Export and choose the report you want to download. If you have a lot of requests in your program, it may take a minute or two to download the file. 

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What’s included in each report? 

  • Grant requests: CSV or PDF file with detailed request summaries. Includes contact information on the cause, project description, request amount, submitted date, and more. 
  • Cash payments: CSV file with detailed cash payment information. Includes data on budget, currency, payment amount, payment method, payment date, and more. 
  • Reviews: CSV file with detailed information on reviews. Includes data on who did the review, review type, review score, comments, and more.
  • In-kind payments: CSV file with detailed information on in-kind payments. Includes data on the type of in-kind items, the number of items, unit values, total value, and more.
  • Surveys: CSV file with detailed survey information. Includes data on survey status, type, description, submission date, survey responses, and more. 
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