What fields are used to generate the dates and amounts found in reports?

GrantHub's 'Opportunities by Status' and 'Opportunity Win Percentage' reports use the following fields to generate the charts on the Report page:

  • For Opportunities that have a status of Research, Planned, In-Progress, or Withdrawn:
    • We use the ‘Proposal Date’ field to determine the date
    • We use the ‘Amount Requested’ to determine the value.
  • For Opportunities that have a status of Submitted:
    • We use the ‘Submitted Date' field to determine the date (If it is blank, we use the 'Proposal Date' field)
    • We use the ‘Amount Requested’ to determine the value.
  • For Opportunities with Status = Awarded or Awarded-Closed:
    • We use the ‘Decision Date’ field to determine the date
    • We use the ‘Amount Awarded” to determine the value
  • For Opportunities with Status = Denied:
    • We use the ‘Decision Date’ field to determine the date
    • We use the ‘Amount Requested’ to determine the value.

For the 'Opportunities by Month' report:

  • uses 'Proposal Date' to determine the date for all Status types.
  • Uses 'Amount Requested' to determine the value for all Status types, except Awarded and Awarded-Closed. For Awarded and Awarded-Closed Opportunities, we use the 'Amount Awarded'

For the 'Amount by Funders' Report uses 'Amount Awarded' for Awarded and Awarded-Closed Opportunities where the 'Decision Date' falls in the date range you selected

For the 'Tasks by Status' Report we use the deadline data that is associated with the tasks deadline. 

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