What attributes can I search and filter by in each area?

Each area in GrantsConnect features area-specific attributes that can be used when searching and filtering to further narrow results. Explore the areas below to view available options.

Note: For more information about how to search and filter, see How do I search and filter in each area?.

Home

Note: To learn more about each component, see How do I search and filter by area?

Component Search and filter options
Advanced search bar

  • Application ID

  • Applicant name

  • Organization name
Filter dropdowns

  • Program

  • Submissions with forms I need to complete

  • Time frame (i.e., Last 30 days, Last 6 months, etc.)
Filter Columns screen

  • Amount requested

  • Cycle

  • Status

  • Submission date

  • Workflow level

Applications

Component Search and filter options
Advanced search bar

  • Application ID

  • Applicant name

  • Applicant email

  • Organization name

  • Registration ID
Filter dropdowns

  • Application state (i.e., Active, Archived)

  • Application status (i.e., Draft, Awaiting review, In progress, Approved, etc.)

  • Time frame (i.e., Last 30 days, Last 6 months, etc.)
Filter Columns screen

  • Amount requested

  • Cycle

  • Date added to workflow level

  • Days in workflow level

  • Form response

  • Program

  • SSO

  • Submitted date

  • Tags

  • Workflow level

  • Workflow level name
Component Search and filter options
Basic search bar

  • Application ID

  • Applicant name

  • Organization name

  • Form name
Filter dropdowns

  • Form audience (i.e., Applicant, Grant Manager)

  • Form status (i.e., Form due, Form overdue, Revision requested, etc.)

  • Time frame (i.e., Last 30 days, Last 6 months, etc.)
Filter Columns screen

  • Cycle

  • Decision

  • Due date

  • Program

  • Workflow

  • Workflow level
Component Search and filter options
Basic search bar

  • Applicant name

  • Applicant email
Filter Columns screen

  • Last application date

  • Tags

  • Total applications

  • Total payment value

  • Vendor ID
Component Search and filter options
Basic search bar

  • Organization name

  • Organization ID
Filter Columns screen

  • Last application date

  • Tags

  • Total applications

  • Total payment value

  • Vendor ID

Insights

Search and filter options are not relevant to this area.

Reporting

Ad Hoc and Data Feeds

Component Search and filter options
Basic search bar

  • Report name
Filter dropdowns

  • Source (i.e., My reports, Standard report templates)
Filter Columns screen

  • Created

  • Description

  • Last modified by
Component Search and filter options
Basic search bar

  • Connection name
Filter Columns screen

  • Connection name

  • Data last sent

  • Folder

Data Hub

Component Search and filter options
Basic search bar

  • Export name
Filter dropdowns

  • Build date
Filter Columns screen

  • Status

Note: These options are available for all exports, including Applications, Awards, Budgets, etc.

Payment Processing

Component Search and filter options
Basic search bar

  • Applicant name

  • Organization name

  • Application ID
Filter Columns screen

  • Approved by

  • Budget

  • Cleared date

  • Created by

  • Cycle

  • Funding source

  • Issue date

  • Payment number

  • Payment amount

  • Payment ID

  • Status

  • Tags

  • Workflow level

Note: Payments can also be filtered by the payment date using the date picker component.

Component Search and filter options
Basic search bar

  • Batch name
Filter dropdowns

  • Status (i.e., Open, Sent to processing - Pending)
Component Search and filter options
Basic search bar

  • Applicant name

  • Organization name

  • Applicant ID
Filter Columns screen

  • Batch

  • Budget

  • Cleared date

  • Cycle

  • Funding source

  • Issue date

  • Payment number

  • Payment amount

  • Payment ID

  • Program

  • Status

  • Tags

  • Workflow

  • Workflow level

Note: Payments can also be filtered by the date available to process using the date picker component.

Component Search and filter options
Basic search bar

  • Applicant name

  • Organization name

  • Application ID
Filter Columns screen

  • Approved by

  • Budget

  • Created by

  • Cycle

  • Funding source

  • Payment number

  • Payment amount

  • Payment ID

  • Status

  • Tags

  • Workflow level

Note: Payments can also be filtered by the payment date using the date picker component.

Component Search and filter options
Basic search bar

  • Applicant name

  • Organization name

  • Application ID
Filter Columns screen

  • Approved by

  • Budget

  • Created by

  • Cycle

  • Funding source

  • Payment number

  • Payment amount

  • Payment ID

  • Status

  • Tags

  • Workflow level

Note: Payments can also be filtered by the payment date using the date picker component.

Component Search and filter options
Basic search bar

  • Check number

  • Payment number

  • Recipient

Note: Payments can also be filtered by the time frame, date range, and programs in the Disbursement Summary.

Program Setup

Grant Programs

Component Search and filter options
Basic search bar

  • Program
Filter dropdowns

  • Program state (i.e., Active, Archived)
Component Search and filter options
Basic search bar

  • Automation name
Filter dropdowns

  • Status (i.e., Draft, Published)
Filter Columns screen

  • Routing form

  • Rules

Nomination Programs

Component Search and filter options
Basic search bar

  • Program
Filter dropdowns

  • Program state (i.e., Active, Archived)

Invitations

Component Search and filter options
Basic search bar

  • Applicant name

  • Applicant email
Filter dropdowns

  • Application status
Filter Columns screen

  • Cycle

  • Distribution lists

  • Invite status

  • Program
Component Search and filter options
Basic search bar

  • Distribution list name

  • Description
Filter Columns screen

  • Applicant count

  • Created date
Component Search and filter options
Basic search bar

  • Distribution list name
Filter dropdowns

  • Schedule type (i.e., Upcoming, Sent)

  • Distribution list name
Filter Columns screen

  • Cycle

  • Invitee count

  • Program

  • Scheduled date

Budgets

Component Search and filter options
Basic search bar

  • Budget name
Component Search and filter options
Basic search bar

  • Budget name
Component Search and filter options
Filter dropdowns

  • Rule type (i.e., Budget, Program)

  • Rule status (i.e., Active, Inactive)
Filter Columns screen

  • Assignment name
Component Search and filter options
Filter dropdowns

  • Rule type (i.e., Budget, Program)
Filter Columns screen

  • Applicant name

  • Applicant ID

  • Assigned on

  • Assignment name

  • Organization

Custom Forms

Component Search and filter options
Basic search bar

  • Form name
Filter dropdowns

  • Form status (i.e., Draft, Published, Standard product templates)

  • Program
Filter Columns screen

  • Created

  • Revision

  • Type

  • Updated
Component Search and filter options
Basic search bar

  • Field name

  • Key
Filter dropdowns

  • Field type

  • Category

  • Form name
Filter Columns screen

  • Audience

  • Created by

  • Description

  • Is table field

  • Last updated by
Component Search and filter options
Basic search bar

  • Table name
Component Search and filter options
Basic search bar

  • Category name

Funding Sources

Component Search and filter options
Basic search bar

  • Funding source name
Filter Columns screen

  • Allocated

  • Payment Processor

  • Total

  • Unallocated

  • Unavailable
Component Search and filter options
Basic search bar

  • Funding source name
Filter Columns screen

  • Allocated

  • Payment Processor

  • Total

  • Unallocated

  • Unavailable

Workflows

Component Search and filter options
Basic search bar

  • Workflow name

Workflow Level Automation

Component Search and filter options
Filter dropdowns

  • Rule type (i.e., Form, Program, Workflow)

  • Rule status (i.e., Active, Inactive)
Filter Columns screen

  • Default Form

  • Assignment name

  • Routing to

  • Status

  • Updates
Component Search and filter options
Filter dropdowns

  • Rule type (i.e., Form, Program, Workflow)

  • Rule status (i.e., Active, Inactive)
Filter Columns screen

  • Default Form

  • Assignment name

  • Routing to

  • Status

  • Updates
Component Search and filter options
Filter dropdowns

  • Rule type (i.e., Form, Program, Workflow)
Filter Columns screen

  • Applicant name

  • Applicant ID

  • Name

  • Organization

  • Routed to

  • Workflow name

Note: Assignments can also be filtered by the date routed on using the date picker component.

Component Search and filter options
Filter dropdowns

  • Rule type (i.e., Form, Program, Workflow)
Filter Columns screen

  • Applicant name

  • Applicant ID

  • Name

  • Organization

  • Routed to

  • Workflow name

Note: Routes can also be filtered by the date routed on using the date picker component.

Settings

Client Settings

Search and filter options are not relevant to this area.

Document Templates

Component Search and filter options
Basic search bar

  • Document template name

In-Kind

Component Search and filter options
Basic search bar

  • Category name

System Emails

Component Search and filter options
Basic search bar

  • Email name

  • Email subject
Filter dropdowns

  • Audience

  • Copy state (i.e., Active)

System Tags

Search and filter options are not relevant to this area.

Audiences

Component Search and filter options
Basic search bar

  • Audience name
Filter Columns screen

  • Created by

  • Description

  • Last modified by

  • Total members

Roles and Permissions

Component Search and filter options
Basic search bar

  • Role name

Users

Component Search and filter options
Basic search bar

  • User name

  • User email
Filter dropdowns

  • User state (i.e., Active, Inactive)

Accounts Payable Configuration

Search and filter options are not relevant to this area.

API Configuration

Component Search and filter options
Basic search bar

  • API name

  • Host URL
Filter Columns screen

  • Added by

  • Description

  • Last modified by
Component Search and filter options
Basic search bar

  • API name

  • Host URL
Filter dropdowns

  • API state (i.e., Active, Inactive)
Filter Columns screen

  • Expiration

  • Status

  • Updates

SFTP Connections

Search and filter options are not relevant to this area.