> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/reports/portfolio.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> 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.

`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](../classification/classification.md).

## 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

- [Classification](../classification/classification.md)
- [Funder networks](../classification/funder-networks.md)