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Portfolio

See your awarded grants across any two dimensions of a classification taxonomy, find the gaps, and export the figures.

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Portfolio shows your awarded grants across any two dimensions of a classification taxonomy, and the gaps where nothing is funded.

Labels that name Program and Grant use your organisation's own term if you've renamed it.

Before you start

The portfolio reads your published classification taxonomies. If there is none, the page says there is nothing to show. See Classification.

Build a view

  1. Go to Report > Portfolio.
  2. Choose the Taxonomy version.
  3. Choose the dimension for Rows and, optionally, for Columns.
  4. Choose the Measure and the Period (All time, a financial year or a calendar year).
  5. Choose the Level: Level 1 (parents) or Level 2 (as coded).
  6. Narrow it by Program, Grant, Status and Stage if you need to. Tick Include proposed coding to count coding applicants have proposed but staff have not confirmed.

The table shows the measure in each cell, with charts by rows and by columns, and how many grants were counted. Select a cell to open the applications behind it.

Split amounts are rounded to the cent grant by grant, so a total read across rows can differ by a cent from one read down columns. Paid amounts show once the Payments module records payments.

Find the gaps

Turn on Gap view to see the Empty cells: the combinations where nothing is funded.

Export

Select Export CSV or Export XLSX to download the figures.

See also

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.