This short tutorial will show users how they can generate and send their data to Foundation Center.Data:
The fields required for an eGrants Report come standard in every Foundant GLM site. These custom fields allow Administrators to choose who answers these questions (Applicants and/or Administrators) and at what stage in the grant cycle. If Administrators wish to create different custom fields (i.e., County vs. Geographic Area), they can change the label of their standard custom field or they can create a new field. We do not limit or charge for the number of custom fields, so these questions can be changed and worked on at any time.Reporting on Data:
Because the eGrants custom fields come standard in every site, so does the report for Foundation Center. The steps below outline the process Administrators will go through to run and send the report.Step 1:
Click on Reports in your navigation list.Step 2:
Click on your eGrants Report, which is found under your Saved Reports.Step 3:
Once you see your data, click the CSV button in the upper right-hand corner to export the data to an Excel spreadsheet.Step 4:
Save the spreadsheet to your computer and attach it to an email. Send the email firstname.lastname@example.org
. In the subject line of the email type "eReport for <Your Foundation Name> – Foundant Client".
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