Let's take a look at the tools available in the Grants submenu for tracking the grant records. As you might expect, Grants follow a similar pattern to other areas by having a Dashboard summary of grant statistics, a Find Grants tool, and a link to quickly create a New Grant record.
The Dashboard page summarizes the number of grants by status (with each cell hyperlinked to display a filtered list of records), and a list of recent grant records created.
The Find Grants tool provides access to each of the relevant data fields, including ranges for the grant amount and date fields, as shown in the following screenshot:
The date range fields provide the additional option of searching by an empty value. For example, if you are looking for an updated list of applicants who have not yet received a funds disbursement, you can select a status of granted and Money Sent Date of Date is not set, and run your search.
After running a search, you have several actions that can be...
