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Custom Reports

During or after the cycle of your grant program opportunity, you will likely want to aggregate your applicant data into reports. GO Smart offers several options for creating reports.  One option is to create a custom report that includes all of the data from any portion of your grant opportunity. If you report to the […]

Panelist Report

After (or while) you have conducted the panel for your cycle, you can create a robust report that includes both simple and comprehensive breakdowns of your panelists’ scores and comments. Navigate to the Reports tab > Panelist Report. Select the Program, Cycle, and Panel for which you would like to build a Panelist Report. Select […]

Create a Panel Book

A Panel Book is a single document that contains all selected applications. These books are ideal for offline review of all applications assigned to a panel or within a certain status. Admin can determine which applications will be included by selecting a  status or group of statuses when creating the panel book. Admin can follow […]

NEA and Locations Reports

GO Smart allows you to generate reports that are designed specifically to address NEA/NASAA grant requirements. In order to use these reports to their fullest extent, you will want to be familiar with the NEA Question Page and the Activity Locations Page.  If you included the NEA template in one or multiple forms of the […]

Convert Attachment URL to Links in Custom Reports

If you have requested attachments from applicants using the File Upload field on a custom narrative page, you will see that this attachment’s URL is part of a custom report when that page is included. The URL is not currently clickable because it is in the same cell with the file title and sits within […]

Use GO Smart’s API

We have recently added API capabilities to GO Smart! So what does this mean for you? Well let’s start with a definition. WHAT IS AN API? In the simplest terms, an API (application programming interface) is a bridge that can automatically export digital data or files from one application in to another. WHY SHOULD YOU […]