Search and Filter the Grant Manager Dashboard

🔎 Search Dashboard

1. Click the search bar to begin typing.

2. Type the Name, Legal Name/Organization, Application ID, or Tag you want to find.

3. Hit enter on your keyboard or click the search button.

4. Click reset to clear your search results.

🎛️ Filter Dashboard

Use the advanced filtering tool to further refine your search results by applying multiple filters simultaneously.

1. Click the filter dropdown (e.g., Status, Tags, or a Category-sort-select) under the Filter header.

2. Type or select the desired option(s).

3. Click the Apply Filter button.

4. Repeat the steps to add additional filters.

🎥 20-second video showing a user on the Grant Manager Dashboard tab applying multiple filters, then searching for an applicant's name, to narrow down applications.

Context and Tips

📝 Notes:

• Filters and search functions retain settings until you switch cycles. Clear them by clicking Reset or logging out.

• Search results will still keep any active filter settings.

• The Filter by Status option allows you to click the blue number next to a status name in the Applications by Status table as an alternative to using the filter dropdown.

💡 Tips:

• Filter by User Type only if your agency has an Enhanced Profile enabled. 👉 Contact the GO Smart team to learn more.

• The Panel Assignment filter is only available after you add the Panel column using the Add/Edit Columns button. 👉 Learn more about assigning applications to a panel.