Using Data Tables
By ensuring you've set up your templates correctly, using Field Tags, you can create various tailored reports.
The first step is to give your Report a title - currently all the reports sit in a shared folder within your Organisation, so giving it a clear title, so you know it's the report you generated - makes it easier to find!
You then can choose which "template" you want to pull the data from for your report.
Each template has generic data that you can opt to pull through (i.e. for Applications, IDs, General, Dates & Times), as well as specific data pulled as a result of field tags setup (which are unique to each organisation/template) in the application and registration templates.
Once you've selected the data you want, you can create the report. From here, you can opt to export it via CSV or XLS and manage columns (i.e. add/remove data).
Application Data Source Fields
The following fields are available when building a report from the Applications data source. Field names shown below use the default terminology — they'll reflect your organisation's own terms where customised (e.g. "Grant" may show as "Funding Round", "Application" may show as "Proposal").
IDs
Application ID
Applicant ID
Grant ID
General
Grant
Grant Category
Applicant Name
Applicant Email
Application Owner First Name / Application Owner Last Name — the first and last name of the user who owns the Application, so you can report on the individual owner without relying on the Applicant organisation name alone.
Application Title
Application Number
Requested Amount
Approved Amount
Unused Amount
Milestone Approved not Paid Amount
Paid Amount
Remaining Amount to be Approved or Paid
Remaining Amount to be Paid
Assessment Score
Assessment Status — summarises the overall assessment progress for the Application: Assessed (at least one assessment completed), In Progress (at least one assessment started but none complete), or Not Started (no assessments started or no assessors assigned).
Current Status
Contract Status — Contracted or Not Contracted.
Payment Status — Paid, Partially Paid, or Unpaid.
Tags
Submitted By
Verifier Name — only available if Verifiers are enabled for your organisation.
Any custom fields your organisation has configured for Applications or for Application Decisions also appear here.
Dates & Times
Creation Date
Submission Date
Letter Created Date
Letter Sent Date
Offer Accepted Date
Offer Declined Date
Dynamic, field-tag-driven categories
Beyond the fields above, your Application and Registration templates can expose additional columns based on how fields are tagged or grouped in the form builder:
Form Fields — every field on the Application template, grouped by the field group it belongs to on the form.
Tagged Form Fields — fields on the Application (or supplementary information request) template that have been given an internal tag/identifier.
Registration Tagged Fields — tagged fields from the Applicant's Registration template.
Tagged Form Cells — Cell Tags on individual table columns (see Creating Tables). Available for both Application and Milestone/Deliverables templates.
Assessors Data Source
A dedicated Assessors data source is available for reporting on assessor activity, separate from the Applications and Applicants data sources. Select it from the data source type dropdown when creating a new report. Available fields:
Assessor ID
Assessor Name
Email
Account Status — "Active" or "Unclaimed"
Last Sign In At
Sign In Count
Creation Date
Use this to identify inactive assessors, track login activity, or find assessor accounts that haven't been claimed yet.
Applicants Data Source
A dedicated Applicants data source is available for reporting on Applicant organisations and their registration details. Select it from the data source type dropdown when creating a new report. Available fields:
IDs
Applicant ID
Accepted By ID
Microsoft Nav Vendor ID
General
Applicant Name
User First Name
User Last Name
Email
Accepted By Name
Current Status — shows Unclaimed for any Applicant who hasn't yet claimed their account (not invited, hasn't confirmed their email, and hasn't signed in via SSO). All other Applicants continue to show their registration entry state as before, so you can filter and report on unclaimed vs. active Applicant accounts.
Review Status
Registration Type
Accredo Bank Account Number
Dates & Times
Creation Date
Submission Date
Accepted Date
Invitation Sent At
Invitation Accepted At
Last Sign in At
Dynamic, field-tag-driven categories
Form Fields — every field on the Applicant's Registration template, grouped by field group.
Tagged Form Fields — fields on the Registration template that have been given an internal tag/identifier.
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