Using advanced search in Benevity Grants



How to save an advanced search

  1. Go to Tools > Advanced Search.

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  2. Select the fields you want to filter (select multiple fields by holding control or command). There are a number of different fields available, such as:

    • Date the request was submitted.
    • Date the request was paid.
    • Date the request was processed (when it moved to a final status of approved, cancelled, or declined). 
    • Requests by status type.
    • If request filled out a follow-up survey.
    • Requests sorted by assignee or owner.

  3. After choosing your fields, scroll down to the bottom of the page and select Save search.

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  4. Provide a name for the search and decide if all users can see the search in their account or if it's a saved search just for your account.

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  5. Your search is saved! Now you can navigate to the Saved searches dropdown at the top of the page or your Dashboard’s Quick Searches section to run the search.

How to run an advanced search

There are two ways to run your search.

The first method is to go to Quick Searches on the Dashboard page, and select the search you want to run.

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The second method is from within the Advanced Search page: 

  1. Go to Tools > Advanced Search.
  2. Choose your search from the Saved searches dropdown list.

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  3. Scroll down to the bottom of the page and select Search.

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How to pull reports from your search results 

You can export detailed reports on your grant requests from the 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, quantity 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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