Add Record counts to Ad Hoc Summary Reports; Add RANK to Reports

Two clients note that when creating an Ad Hoc Summary report (e.g. by program area) you cannot add Record Counts or Rank. This used to be in the Grantmaking system, where you could click on the Item that you were summarizing and add the Record count. Additionally, you could add the Rank of items on a report. This functionality is no longer there.

This is becoming important when reporting on DEI information.

  • Jill Zurborg
  • Feb 15 2022
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  • Kim Igoe Kasper commented
    April 14, 2022 17:14

    This was just brought to my attention by users. The Rank field is no longer available: Report Manager/Select Report/Edit Report/Design/Columns/Add Columns/Available Columns Request/Column options. Rank is still available in saved reports that included that column. Rank is used frequently for Tables of Contents in grant review books.