GivingData Knowledge Base
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Data Analysis
Getting Started
Document Storage
GivingData Integrations
Overview
DocuSign and Adobe Sign
Microsoft Outlook Add-In
Bridger Insight API Integration
BILL Integration
GivingData Building Blocks
Organizations
Requests
Payments
Requirements
Grantmaking & Administration
Site Settings
Workflows
Super Docs
Document Templates
Document Linking
Contact Relationship Management
Managing Contacts
Interactions
Email
GivingData Portals
Grantee Portal
Grantee Portal - Building Intake Forms & Campaigns
Grantee Portal - Managing Intake Forms
Grantee Portal - Managing Users
External Reviewer Portal
Data Analysis
Search
Search - Super Search
Dashboards - Payments & Approvals
Scenario Planning
Budget Manager
Chart View
Support & Troubleshooting
Release Notes
2024
2023
2022
2021
Back to home
GivingData Knowledge Base
Data Analysis
Getting Started
Document Storage
GivingData Integrations
Overview
DocuSign and Adobe Sign
Microsoft Outlook Add-In
Bridger Insight API Integration
BILL Integration
GivingData Building Blocks
Organizations
Requests
Payments
Requirements
Grantmaking & Administration
Site Settings
Workflows
Super Docs
Document Templates
Document Linking
Contact Relationship Management
Managing Contacts
Interactions
Email
GivingData Portals
Grantee Portal
Grantee Portal - Building Intake Forms & Campaigns
Grantee Portal - Managing Intake Forms
Grantee Portal - Managing Users
External Reviewer Portal
Data Analysis
Search
Search - Super Search
Dashboards - Payments & Approvals
Scenario Planning
Budget Manager
Chart View
Support & Troubleshooting
Release Notes
2024
2023
2022
2021
Data Analysis
Learn how to quickly find individual records, build powerful Super Searches and data visualizations and create formatted reports with Reports Builder
Search
Quick Search
Search - Super Search
Batch Editing Options in Super Search
Introduction to Super Search
Editing Columns in Super Search Results
Sorting Super Search Results
Editing Code Display in a Super Search Column
Editing the Name of a Super Search Column
Adding Multiple Fields to a Super Search Column
Batch Editing from Super Search
Saving a Super Search
Changing a List View Column Header
Adding Multiple Fields to a Super Search List View Column
Displaying Multiple Code Levels in Super Search Column Headers
Exporting a Super Search
Exporting Bank Account Information to Excel
See more
Dashboards - Payments & Approvals
Shared Visibility Payments & Approvals Dashboards
How to Select a Default Payments & Approvals Dashboard
What is the Difference Between Approvals vs. Payments Dashboards?
Payments & Approvals Dashboards 2.0
Adding a New Dashboard
Managing an Existing Dashboard
See more
Scenario Planning
Scenario Planning
Split Percentage Coding in Scenario Planning
Budget Manager
Using the Budget Manager
Chart View
How to Create and Save Charts using Chart View
Creating Data Visualizations with Chart View
Chart View - June 2022 Webinar
