Funding Case Status List
Count cases by Status and Organization, with requested and awarded amounts.
- Donor Management System
- Reports and analytics
Reports for the questions your team asks
Answer questions about requests, awards, fund events, receipts and decisions.
Overview×
Donor Management System · Overview
Donor Management System dashboard
This quarter
Donation receipts in view
6Total amount usd
3,110Submitted
6Received at in 14 days
0Funding cases by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 37 | ||
| Submitted | 8 | 22% | |
| Review | 3 | 38% | |
| Awarded | 1 | 33% |
Requested amount USD by status
Sample totals per stage
More reports
Awards by Program Grouped
Group awarded amounts by Organization and Counterparty.
Requests Due List
List open case subjects, owners and due dates from funding cases.
Fund Event Ledger List
Show event type, date, amount and provider reference for each case.
Donation Receipt Register List
Show receipt status, donor text, received date, amount and provider reference.
Review Decision History List
Show decision, reason, reviewer and decision date by parent case.
Operation Result Audit List
Show action, expected revision, result state and failure reason by parent case.
Evidence Inventory List
List case attachments by evidence type, visibility and upload date.
Set up Donor Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.