EMGrantsPro gives you a birds-eye view of your organization with countless real-time reports. Other features include Excel exporting, quick search, document management, and many administrative tools.
Generate reports
Since EMGrantsPro has all data related to the grants you are managing, this data can instantly be drawn upon in reports. These reports are also in real-time, meaning you'll get data as of that exact second. Here are some examples of system reports that are available:
- Financial overview: breaks down overall financial totals
- Project work type: breaks down amounts by work category
- Grant listing: shows all key grant information, including dates and financial totals
Search for items
Grants, Applicants, Projects, and Payments may be accessed from any screen in the system with quick search. The grant may be selected and search criteria entered to jump right to the item. Advanced search also exists to find virtually anything in the system in a couple clicks. Since EMGrantsPro manages everything to do with grants, this information can be quickly recalled.
Filter, sort & export lists
Every detailed list in the system has consistent, powerful functionality:
- Quick search allows for typing in a small amount of text to instantly narrow down the list
- Advanced filters allow for reducing a list to just the data you want
- Sorting can be done by clicking a column
- Exporting to Excel often provides more columns of data and allows further manipulation
- Printing lists can be done per page or an entire list
View an audit trail (Automatically Logged)
From logins, to workflow approvals, practically every action in the system is fully tracked to provide a solid audit trail. For example, if a payment is placed on hold, the person who did this action is stored along with the exact date and time. Many items in the system have a History section to view this log, showing the latest actions at the top of the list. Global reports may also be generated based on this history data.
Manage documents (including versions)
EMGrantsPro includes document management capability to ensure all pertinent documentation can be stored in one location. Documents can be categorized and linked to Applicants, projects, payments, or many other items as required. If edits are made to a document, the history of these edits is logged, even allowing rolling-back to a past document version. Official versions of online forms are also produced to meet audit requirements for long-term storage.
Post resources and website content
Since the product is also a State EM website, external content may easily be modified. This content can range from custom pages, downloadable resources, and news articles. An easy-to-use interface allows for formatting content without knowing any HTML code.
Administer users/groups, account assignments, and system settings
System administrators can setup users and groups, assigning the proper permissions to limit access as needed. People who don't have login information can even submit an Access Request to make the job easier for adding new people. Users may optionally be limited to certain Applicants or Grants versus complete access to all information.
Advanced administration also exists for system settings, to customize a lot of features such as payment triggers, workflow steps, email notifications, and document types.