Work with system grids

Use system grids to organize information, create exports, and perform bulk actions (i.e., email users or categorize applications).

Note: You'll only see data related to your Scopes.

System grids include applications from the following opportunities:

To customize a grid, adjust the following options:

  • From the toolbar, select Reorder icon : From the window, select columns to show or remove

  • From a column heading, reorder columns: Drag and drop columns to re-arrange your data

  • Using column filters:

    • Add specific values to filter applications

      Tip: For help creating detailed filters, scroll over the (i) button.

    • Select a column heading to sort by that column

To save your current view for yourself and other users:

  1. Select Clone icon .

  2. Enter a name—without any special characters—then select Create.

To access saved views, use the drop-down menu at the top of the grid.

Once you're in saved view:

  • Save changes by selecting Check icon

  • Delete a view by selecting Delete icon

  • As a system admin, make this view the default for other admins by selecting Star icon

Tip: As a system admin, create a saved view on Opportunity, General Applications, Applications to make this view available on all opportunities.

From any saved view, download a report (.csv file) to share with others, sort further, or use in a mail merge.

To download a saved grid view:

  1. From the top of a grid, use the drop-down menu to select a view.

  2. If you made any adjustments, select Check iconto save your changes.

  3. Select Download icon to download your data.

Larger reports (especially those that include documents) take more time to create. You'll receive an email from your system when your report is ready.

Tip: If your report is too large to download, split up your data by creating multiple saved views.

Note: If you have issues downloading reports, make sure you're using a Supported Browsers and not using a pop-up blocker.

From any grid view, create a card to add frequently accessed information to your personal dashboard.

This card will display the number of rows that meet your criteria.

To create a dashboard card:

  1. Filter a grid.

  2. Select Dashboard card icon (Create a new dashboard card).

  3. Add a name and select Create.

From your dashboard, use this card as a shortcut to your filtered grid. Each user can have eight dashboard cards.

To delete a card, hover over it and select Trash.

Tip: When you archive an opportunity, don't forget to update your dashboard cards. Otherwise, they'll be linked to archived applications.

From any grid, you can categorize applications:

  1. Select one or more records.

  2. At the bottom, select Act on Selected, Categorize.

    Note: This is an example for bulk actions on the impact statements grid. Depending on the grid you are on, you will see a different set of actions for bulk actions when you select Act on selected.

  3. Choose a category.

  4. If your category is encumbering, choose an award amount and award period.

    Note: You can't select an award amount outside of the Minimum Award Amount or Maximum Award Amount set on an opportunity.

    Tip: To re-categorize more than 50 applications at a time, select the Also categorize {n} applications from other pages option.

  5. Select Categorize.

These changes may take several minutes. You'll receive a confirmation message when they're complete.

Note: If you're moving applications from one encumbering category to another (e.g., Offered to Accepted), don't change the Update Amount field or Award Period.