Most areas within Good Grants include an advanced search filter located in the top-right corner of the screen. Filters allow you to narrow down lists to include only the records that meet your criteria. You can also combine multiple filters to refine results even further.
Examples of where filters are used
From the Manage workspace:
-
Applications
- Applications in a particular category
- Applications that are in progress
- Applications that have been starred
- Applications that are eligible
-
Users
- Users with a specific role such as applicant, reviewer, guest, or grant manager
-
Settings > Applications > Fields
- Fields that appear on a particular tab
Filter results
- Click Advanced in the search box
- Select one or more options to filter by
- Click Search
You can now do what you like with the information. You may want to:
- Export an Excel or CSV file
- Send a broadcast message
- Tag applications
To clear filters, click the X next to the filter you want to remove
Add additional search filters
You can make specific custom fields available for advanced search. Supported field types include:
- Checkbox
- Country
- Numeric
- Phone number
- Radio buttons
- Text (single-line)
- Text (multi-line)
Make a field searchable
- In the Manage workspace, go to Settings > Applications > Fields
- Click the field you want to make searchable
- In the middle column, check the box Available in advanced search
- Click Save
Once added:
- Checkbox, drop-down, and radio button fields will display a list of selectable options
- Other field types act as standard text search boxes
Good to know
- Advanced search filters help managers quickly isolate specific data without exporting everything.
- Filters are contextual—the options you see depend on where you are in the system.
- Custom fields can make searches more targeted, especially for large programs.
- You can make up to three fields per resource searchable at a time. To add another, remove the searchable setting from one of the existing fields first.