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Create a Single Exportable Report for Multiple Annual Progress Reports
Organizations need the ability to generate a single consolidated export in GrantsConnect showing the status of multiple annual progress reports all at once. Adding the ability to create via Ad Hoc reporting or a Data Hub export a single consolidat... -
Ability to export reports as PDF (with headers, etc.)
GIFTS/BBGM has the ability to export reports as PDF - GrantsConnect only exports as Excel -
Processing Portal: Payments should have a Program filter
I am a Grants Administrator and want to separate my community investments from the employee match benefits processed by our Engagement Specialist. I can go to Transactions and filter by Program so that I can easily report on just the grants. The p...Reviewed: Voting Open
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Add Charity processor to the list of Ad hoc reporting fields
In our invoices there is a column for Charity Processor, which lists Charities Trust, Global Giving, Monte, etc. Add that as an available column in Payment ad hoc reports so that leaders can see what organizations are receiving funds when a paymen... -
Export AI-Generated Summaries into Reports
Please consider allowing AI-generated application summaries to be exported as part of existing reports or through a dedicated export option. This would allow grant managers and program administrators to quickly review concise AI-generated overview... -
Requesting native portal engagement analytics in GrantsConnect to help grantmakers measure and improve the applicant experience
We currently have no way to measure how applicants discover and engage with our GrantsConnect portal. When we promote grant opportunities through external channels, we can't track how many people visit the portal, where they come from, or where th...Reviewed: Voting Open
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Add Reportable “Approved By” Field in Applications/Nominations Reporting
In GrantsConnect, approval activity is clearly captured within workflow status/activity history, including timestamps and the user who performed the approval action. However, within the Applications/Nominations reporting area, there is currently a...Reviewed: Voting Open
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Allow dashboards to sum any numeric or currency field—including custom fields and currently unsupported standard GrantsConnect fields—across applications and related forms.
Customer pain: GrantsConnect dashboards cannot sum many numeric or currency fields, including custom fields (such as Year 1 / Year 2 / Year 3 Payment Amounts and Total Anticipated Request Amount) and several standard GrantsConnect fields that are ...Reviewed: Voting Open
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Expose Custom Form "Name" and “Submitted By” as Reportable Fields in Custom Forms Reporting Area
The Custom Forms Reporting area provides valuable insight into workflow activity and governance steps captured through form submissions. While certain fields such as Submitted Date and Form ID are available, key contextual fields — specifically Fo... -
Add nonprofit communications to Ad Hoc Reporting
We would like to be able to track communications with potential grantees. Ad hoc reporting does not currently allow us to pull reporting based on communications we have placed on the nonprofit profiles. We would like to be able to pull these inter...
