The Grantees Dashboard is a summarized view of information about your grantees.
- Navigate to the Grantees page and click Dashboard in the left-side menu.
Filters
Custom reporting filters can be applied to the grantees dashboard. Filter Reports provides additional guidance on using filters. Filters can be reloaded and saved for repeated use.
Date Filter
The current year will be the default filter for dashboards. This can be changed by clicking the Grant Date filter and applying a different date filter.
- Click the default date filter.
- Add the applicable Add Filter Grant Date information, and then click Apply Report Filter.
Grantees Information
Located beneath the filters are two boxes that display the Grants Total and Number of Grantees for the applied date range.
Grant and Scholarship Trends
The Grant and Scholarship Trends bar graph displays the Number of Grantees and the Granted Amount for the applied date range. The legend above the bar graph displays the blue bars as the Number of Grantees and the red line color as the Granted Amount. Hover your cursor over the date bars to see the Number of Grants and Granted Amount for that date.
Grantees Information Graphs
Located at the bottom of the dashboard are two horizontal bar graphs and one vertical bar graph that display information for the applied date range.
- Top External Grantees by Amount - Displays the granted amount of each external grantee.
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Top Internal Grantees by Amount - Displays the granted amount of each internal grantee.
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Top Grant Types by Number of Grantees - Displays the number of grantees of each grant type.