Work with system grids

Use system grids to organize information, create exports, and perform bulk actions (i.e., email users or categorize impact statements).

To customize a grid, adjust the following options:

  • From the toolbar, select Reorder icon : From the window, select columns to show or remove

  • From a column heading, reorder columns: Drag and drop columns to re-arrange your data

  • Using column filters:

    • Add specific values to filter applications

      Tip: For help creating detailed filters, scroll over the (i) button.

    • Select a column heading to sort by that column

To save your current view for yourself and other users:

  1. Select Clone icon .

  2. Enter a name—without any special characters—then select Create.

To access saved views, use the drop-down menu at the top of the grid.

Once you're in saved view:

  • Save changes by selecting Check icon

  • Delete a view by selecting Delete icon

  • As a system admin, make this view the default for other admins by selecting Star icon

From any saved view, download a report (.csv file) to share with others, sort further, or use in a mail merge.

To download a saved grid view:

  1. From the top of a grid, use the drop-down menu to select a view.

  2. If you made any adjustments, select Check iconto save your changes.

  3. Select Download icon to download your data.

Larger reports (especially those that include documents) take more time to create. You'll receive an email from your system when your report is ready.

Tip: If your report is too large to download, split up your data by creating multiple saved views.

Note: If you have issues downloading reports, make sure you're using a Supported Browsers and not using a pop-up blocker.

From any grid, you can categorize impact statements:

  1. Select one or more records.

  2. At the bottom, select Act on Selected, Categorize.

    Note: This is an example for bulk actions on the impact statements grid. Depending on the grid you are on, you will see a different set of actions for bulk actions when you select Act on selected.

  3. Choose a category.

  4. Select Categorize.

These changes may take several minutes. You'll receive a confirmation message when they're complete.

Applicant centric awarding grid actions

The Applicant centric awarding grid is dynamic allowing you to filter on the columns, move or remove columns, or adjust column size. Any changes you make to the grid are automatically saved. For more information about Applicant centric awarding, see Use award mode.

Note: An enhanced Award mode (also known as Applicant centric awarding) is available with limited availability. If all goes well based on feedback from the first clients who use the enhanced Award mode, expect its wider release in a future update.

To customize a grid:

  • Select the three dots next to any column header to sort, pin, autosize or reset columns.

  • Use the column panel on the right to reorder or select/deselect the columns you want to see in the grid.

To adjust filters:

  • Enter a term in the search box under any column or filter a column via the funnel in the column header.

  • Use the filter panel on the right to search or filter on any term.