The grants list can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records. Another is to
give you a count and dollar value of grants, based on your selected
criteria.
As an example, if you wanted to know how many grants are currently in the
preparation phase, you could filter the list by Grant Status and choose "In Preparation". Click the
"Filter List" button. You will see the total records label above the list has changed and gives you a
total count and dollar amount of all grants that are currently in preparation.
The list has also changed and displays only the grants that are currently in
preparation.
To get started, select Donations and Grants > Grants - from the main menu on the left hand side of the screen.
This will open your grants list. To filter the list, click the "Filter List"
button.
The Filter List panel
will open above the grant list...
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Grants can be filtered by:
- Grant Status
- Grant Type
- Current or Future Grant
- Is This A Challenge Grant
- Is This A Project Grant
- Is Grant Renewable
- Is Grant Multi-Year
- Grant Amount Range
- Date Type
- Start Date
- End Date
Click the "Filter List" button and the list will display
only the grants that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
button.
You can
also save your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the 
icon in
the filter box. When the filter menu opens choose "Save Filter" This
will bring up the "Add A New Filter" window. Enter a name for the
filter and click the "Add This Filter" button. The window will close,
and your filter will be saved. To load a filter at a later time, open the filters menu again but
this time choose "Load Filter". A list of saved filters will be
displayed. Click the filter you want to load. The filter will be applied and
your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose "Delete Filter". A list of saved filters will be displayed.
Click the filter you want to delete. The filter will be deleted, the filter box
will close and the list will be reset back to its original state.