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- Download Proposal Submitted Files
Proposal Analytics
Navigate to the Forms & Reviews Manager in the Admin Panel under Site Building Tools. Select the section ‘Proposals’ under Analytics.
This page allows staff to examine analytics regarding proposals.
The table includes:
- Proposal ID
- Proposal Title
- Proposal Description
- User who submitted the proposal
- Submission Date & Time
- Average Rating
- Number of Reviews completed
- Approval Status
Click column headers to sort by a specific column.
Click Download CSV to download the data into a CSV file.
Proposal Category Report
This report provides a detailed list of submitted proposals within a specific category and all of the entered/selected field values from the proposal form.
Navigate to the Forms & Reviews Manager in the Admin Panel under Site Building Tools. Select the Categories section.
Edit the category for which you want to run the report.
Scroll down to the bottom of the page below the form builder.
To run the report, click the ‘Run Report’ button.
The report will be added to the Reports Queue. Wait a few minutes and refresh the page until the Status reads ‘Complete’.
Click the Download CSV button to export the report.
The CSV will include:
- Proposal ID
- Category Name
- Created At Date & Time
- User who submitted the proposal
- User’s associated Organization (if applicable)
- Proposal Status
- And all field values entered/selected on the proposal form
Notice, the Reports Queue has associated dates and times. The report must be run by clicking ‘Run Report’ to update the report each time before downloading the CSV to ensure the most up-to-date information.
Proposal Overview Report
This report provides an overview of submissions across all categories, average ratings, who submitted the proposal etc.
Navigate to the Forms & Reviews Manager in the Admin Panel under Site Building Tools. Select the Reports section.
To run the report, click the ‘Run Report’ button.
The report will be added to the Reports Queue. Wait a few minutes and refresh the page until the Status reads ‘Complete’.
Click the Download CSV button to export the report.
The CSV will include:
- Proposal Title
- Category Name
- User who submitted
- Submission Date & Time
- Average Rating
- Approval Status
Notice, the Reports Queue has associated dates and times. The report must be run by clicking ‘Run Report’ to update the report each time before downloading the CSV to ensure the most up-to-date information.
Review Item Reviews Report
This report provides reviewer details on proposal submissions including review information, such as grader feedback text and grader scores.
Navigate to Admin Panel > Site Building Tools > Forms Manager > Reports.
In the Reports for all review items table, locate the Review Item Reviews Report row and click the Run Report button.
The report will be added to the Reports Queue. Wait a few minutes and refresh the page until the Status updates to Complete.
Click the Download CSV button to export the report.
The report includes:
- Category ID
- Category Name
- Proposal ID
- Proposal Name
- Proposal Status
- Reviewer Name
- Review Text
- Each Rating Category with Score
Notice, the Reports Queue has associated dates and times. The report must be run by clicking ‘Run Report’ to update the report each time before downloading the CSV to ensure the most up-to-date information.
Download Proposal Submitted Files
Navigate to the Proposals page via the main navigation and click o the proposal for which you want to download the file.
While viewing the proposal details page, click the Download File button.
This will download the file to your browser.