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BackedHelp Centre

Frequently asked questions about reports and exports

Short answers about the portfolio report, exports, downloads and meeting packs.

Last updated

Why is the portfolio empty?

It needs a published classification taxonomy, and awarded grants coded against it that match your choices. Clear the narrowing choices, or check that your grants are coded.

Can I export the portfolio?

Yes. Select Export CSV or Export XLSX.

How do I export an application?

Open it and select Export as PDF. For a whole grant round, use Generate Bulk Export. See Exporting applications.

Why don't paid amounts show?

Paid amounts show while the Payments module is on. A grant round's or a programme's budget card shows Paid: the milestone and application payments marked paid, less refunds, whose paid date falls in the budget's period (or at any time when the round has no budget). Contact payments are not counted against a round. When the Payments module is off, Paid reads — and the card says Payments are not enabled.

Can I change the columns a list shows?

Yes. Change them for yourself on the list, or set your organisation's defaults under Settings > Saved views. See View settings.

Can a report be emailed on a schedule?

Yes. Open the report and select Schedule to send it daily, weekly, monthly or quarterly to your Administrators and up to 20 other addresses. Its Run log tab shows what each run did. See Schedule a report.

Why did a scheduled report stop?

The chip beside Schedule reads Stopped — owner lost access when the Administrator it runs as can no longer generate the report. Save or resume it to run it under your own access.

Why can't I generate a ministerial brief?

A brief needs a finalised assessment for every application on the meeting's agenda. The Generate meeting pack dialog names the ones still to finalise. A board or panel pack for the same meeting still generates. See Run a meeting.

Why did an attendee's copy of a meeting pack disappear?

They declared a conflict of interest after the pack was shared, so their copy no longer withholds everything it should. Select Share with attendees on the meeting's Pack tab to send a new copy.

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.