In Good Grants, you have the ability to export data from your the Manage workspace into spreadsheets for analysis and record keeping outside of the platform. Exports, also commonly referred to as reports, are available as an Excel spreadsheet or CSV file and contain all data as collected from your users or your program's configuration in a given area.
Note: exports containing more than 10,000 rows will be broken into separate downloads. For example, if you export 25,000 applications, you will receive three download links.
Take a standard export
To request an export of data, follow these steps:
- Choose the location where you want the data from; see the Types of exports section for a list
- Use the advanced search to filter your results to the desired users or applications
Example: from the Applications view of the Manage workspace, set the Status filter to Submitted to only view successfully completed applications
- Open the Export drop-down
- Roll your mouse over an export option
- Select either Excel or CSV
Once done, you will receive an email with a link to the export file you've requested. Depending on the size of the export (the number of applications, the length of those applications, etc) this may take a few minutes.
Tip: in the event that the an 'Export complete' email does not appear in your inbox, check your junk and/or spam folders. You may also need to mark the domain from which these messages are sent,
app.goodgrants.com,
as allowed or safe-listed. Completed exports can also be found by clicking on your name in the top right corner of the page and selecting Downloads.
Types of standard exports (by area)
Applications
| Applications |
- Description: this export includes information collected through the application process. However, attachment and contributor data is only represented as a count, i.e. how many attachments and contributors each application has. This export also includes all user information associated with each application and can be found to the far right of the spreadsheet, past all the application fields.
- What's included: all application and applicant information
- What's not included: reviewing results, attachments and contributors
- Customisable: yes
|
| Contributors |
- Description: this exports information collected within applications via contributor tabs and contributor fields.
- What's included: all contributor information and basic application information for association
- What's not included: any other application information
- Customisable: yes
|
| Files |
-
Description: this export includes a list of all files uploaded within the form with a breakdown of their data.
-
What's included: all file upload information such as file name, size, type, duration, and download URL
-
What's not included: raw files and application fields
-
Customisable: yes
|
Action flow > Manage tasks
| Reviews |
-
Description: this export includes a list of your program's action flow tasks, their reviewer information, and the ultimate decision from the reviewer.
- What's included: all application and applicant information
- What's not included: reviewing results, attachments and contributors
- Customisable: yes
|
Reviewing > Leaderboard
| Results |
- Description: this export is available for all reviewing modes and will vary with each mode. It includes the final votes, consensus, scores, or number of picks for each application in the score set.
- What's included: application information, reviewing results, scoring criteria score titles, and reviewer assignment data
- What's not included: application form data (i.e. questions as asked during the application process)
- Customisable: yes
|
Decisions / Scores / Picks / Votes
+ comments |
- Description: this export includes the consensus in Qualifying, the total scores in Scoring, the total picks in Top pick, or votes in Voting by reviewers.
- What's included: reviewing results, reviewer assignment data, and comments collected both by reviewers during reviewing and by managers in the Applications view.
- What's not included: application data collected within the form
- Customisable: yes
|
| Comments |
- Description: this export contains comments left on an application during reviewing and by managers.
- What's included: general comments left by reviewers (excludes those collected on individual scoring criteria), commenters, and timestamps
- What's not included: application data collected within the form
- Customisable: yes
|
Reviewing > Progress
| Progress |
- Description: this export includes reviewers' progress per score set.
- What's included: a list of reviewers with assignments per score set and their progress with reviewing
- What's not included: application data collected within the form
-
Customisable: yes
Important: progress report data is based on the assignment of applications to reviewers. In cases where reviewers are invited to participate by role, not name, the assignment is not created until the reviewer open each application.
|
Reviewing > Settings > Assignments
| Assignments |
- Description: this export includes a list of reviewers, the applications assigned to them, and how those pairings were created.
- What's included: list of reviewers with assigned applications for reviewing
- What's not included: reviewing results
- Customisable: yes
|
Reviewing > Settings > Panels
| Panels |
- Description: this export contains a list of your program's reviewing panels, the reviewing mode employed, and the reviewers included.
- What's included: the number of applications included in a panel, selected categories and tags, reviewing mode, reviewers, and timestamps for creation and updates.
- What's not included: reviewing results
- Customisable: yes
|
Reviewing > Settings > Score sets
| Score sets |
- Description: this export includes a list of your program's score sets and, depending on the reviewing mode selected, will contain a list of mode-specific data like quantity of winners, allowed votes, and more.
- What's included: list of configured score sets, their settings, URL, and parameters for each reviewing mode.
- What's not included: reviewing results
- Customisable: yes
|
Reviewing > Settings > Scoring criteria
| Scoring criteria |
- Description: this export contains a list of your program's scoring criteria, the categories they apply to, minimum and maximum scores, weights, and timestamps for creation and updates.
- What's included: scoring criteria parameters, aligned fields,
- What's not included: test
- Customisable: yes
|
Grants > Manage
| Grants |
- Description:
- What's included: test
- What's not included: test
- Customisable: test
|
| Contributors |
- Description: this exports information collected within applications via contributor tabs and contributor fields.
- What's included: all contributor information and basic application information for association
- What's not included: any other application information
- Customisable: yes
|
| Files |
-
Description: this export includes a list of all files uploaded within the form with a breakdown of their data.
-
What's included: all file upload information such as file name, size, type, duration, and download URL
-
What's not included: raw files and application fields
-
Customisable: yes
|
Grants > Funds
| Funds |
- Description: this export contains a list of funds created for your program with a breakdown of the total amount, what has been allocated, and what is left available for dispersal.
- What's included: funds with their total allocated and available amounts
- What's not included: applications awarded funds
- Customisable: yes
|
Grants > Allocations
| Fund allocations |
- Description: this export includes a breakdown of each allocation, the amount due, the applicant data, and the payment schedule.
- What's included: allocations, the amount due, the amount paid, and scheduled payments.
- What's not included: application data collected within the form
- Customisable: yes
|
Grants > Payments
| Payments |
- Description: this export contains a list of all payments with timestamps for creation, pay date, method, and reference number.
- What's included: application name, payment currency, due date, date paid, fund name, method, and reference.
- What's not included: application data collected within the form
- Customisable: yes
|
Grants > Contracts
| Contract |
- Description: this export includes a list of applied contracts, their templates, signer name, and timestamp of signature.
- What's included: application name, template used, date signed, signer, and status
- What's not included: application data collected within the form
- Customisable: yes
|
Grants > Grant reports
| Grant reports |
- Description: this export contains a list of all grant reports and all application data collected there within.
- What's included: application data, grant report information, grant report status
- What's not included: fund and allocation data
- Customisable: yes
|
Users
| Template |
- Description: this export contains a list of your program's users including name, contact information, user fields, and subscription preferences.
- What's included: standard user information and anything collected during user registration
- What's not included: passwords and application data
- Customisable: yes
|
Settings > Content > Content blocks
| Content blocks |
- Description: this export contains a list of your program's content blocks, their location, and who is able to view them.
- What's included: content, location, role visibility, timestamps for creation and updates, and visibility settings.
- What's not included: a list of users who can see the content
- Customisable: yes
|
Settings > Applications > Categories
| Categories |
- Description: this export contains information about all your categories and includes category information and timestamps.
- What's included: category data including the number of applications, it's active status, and chapters
- What's not included: information about applications and application form fields
- Customisable: yes
|
Settings > Applications > Fields
| Fields |
- Description: this export includes all custom fields created within your account, their slugs, labels, applicable categories, tabs, resource type, and data protection settings.
- What's included: field data, tab and category information, and timestamps for creation and updates
- What's not included: application data collected within the form
- Customisable: yes
|
Settings > Applications > Tabs
| Tabs |
- Description: this export contains a list of your program's tabs, their resource type, and timestamps.
- What's included: category data, timestamps, the number of fields in that tab, and timestamps for creation and updates.
- What's not included: application data collected within the form
- Customisable: yes
|
Custom exports
You may find that the default exports provided by Good Grants contain more information than you need or may require an extra column or two. You're welcome to create your own custom exports and choose exactly which columns are included. Custom exports can be configured throughout the platform in all areas where standard exports are available.
There are two ways that you can create a custom export: from an export drop-down itself or via the Settings menu. Both methods are outlined below.
Note: when creating a custom export, only fields for the form selected on the page prior to opening the Export drop-down will display.
From an export drop-down
- Go to your desired page of the Manage workspace, like Reviewing > Leaderboard
Tip: if you are exporting from the leaderboard and you have multiple score sets, select the one you want from the Score set dropdown field from the top of the page
- Open the Export drop-down at the top right of your screen
- Click New under the Custom heading
- Give your custom export a name in the Export name field
Tip: keep it short but informative based on its use
- In the Areas drop-down, choose the appropriate type of base export you would like to begin with
Note: the area selected dictates from where the custom export will be available and the type of core data it includes. For example, the 'Scores + comments' can only be generated from the leaderboard.
- Under Availability, choose whether this export is Private (available only to you) or Shared (available to all program managers)
- Add or remove columns from the report as needed following the directions below
- Save
Next time you click the Export button you'll see your saved custom export as an option.
Tip: if you'd like to edit or delete the custom export click the three dots icon to the left of the name.
From Settings
- In the Manage workspace, navigate to Settings > General > Custom export layouts
- Click New custom export layout
- Provide a title for your export in the Export name field
- From the Area drop-down, select your desired export template
- Under Availability, choose whether this export is Private (available only to you) or Shared (available to all program managers)
- Add or remove export columns as desired following the directions below
- Save
Add and remove export columns
To add columns to the export file, hover with your cursor between two existing column names and click the + icon to the left.
Then search for the fields you want to add.
To remove columns, hover with your mouse over a column name and click the x icon to the right.
Tip: you can also use the Clear all and Add all links to remove or add all columns with one click
Video overview
