Enquire’s saved searches assist program and contracts managers to generate consistent reports easily and repeatedly. Here are three easy steps to minimise administrative overhead during repetitive day-to-day processes.
1. Identify report requirements
A program manager overseeing a grant round may run a daily report to review and track assessment progress.
For example, the report would identify applications which have been approved and indicate which funding category they fall in.
2. Set up the query by adding the relevant columns and filters to your search
Filtering the search results allows you to refine the results before querying or exporting data. Once the query has been set up, it can be saved so it can be returned to at any time.
3. Open saved search to return to previously configured report
Enquire’s saved searches will return the latest changes so staff have access to the up-to-date data and queries can be reused across successive periods of a grant round. A saved search can be easily updated to align with changes to business processes or reporting standards.
Setting up saved searches for all your regular reports ensures consistency and saves time administering and extracting data.
If you have any questions on how to save searches and improve reporting in Enquire contact the Tactiv Client Services today.
The NSW Office of Emergency Management utilises Enquire to manage their competitive grants program using both the Management Portal and the Client Portal to seamlessly connect grant applications through external assessors, to contract award and acquittal processes.
Wine Australia supports a prosperous Australian grape and wine community. Enquire provides Wine Australia with a grants management system that supports online applications and assessment.
The New Zealand Ministry of Foreign Affairs and Trade uses Enquire to manage their $2.2 billion International Aid Programme. With a Portfolio/Project approach the Ministry can manage all their program and contracts worldwide.
The Queensland Government utilises Enquire to manage online applications, assessment workflows, contracts and payments integrating with financial systems and supporting program wide workflow management and performance reporting.
Enquire Grant, Contract and Impact Reporting Management software streamlines administration, enhances visibility and automates reporting across our 3 easy-to-use online solutions.
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