Funding Notes and Internal Deadlines Report


Reports


Admin > Reports > Funding Opps > Notes and Internal Deadlines

Displays all opportunities to which you or another administrator at the institution added notes or internal deadlines.

Available Filters

  • Opps with My Notes - displays only opportunities where you have added notes.
  • All Opps with Notes - displays opportunities with notes added by any administrator.
  • Opps with Contact Notes - displays opportunities with contact notes added by any administrator.   
  • Opps with Internal Deadlines - displays opportunities where administrators added internal deadlines.

Available Actions

  • Sort opportunities - select a sorting option from the Sort drop-down menu.
  • Open an opportunity - select the opportunity title or the magnifying glass icon to view details.
  • Export to Excel - export all opportunities with notes or internal deadlines to a CSV file. You can further sort or filter the data in Excel as needed.

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