Opportunity Options: Supplemental Video: Opportunity Views

19 STEPS

1. Welcome to the Euna Grants training on the Opportunity page and its views. As you add funds and opportunities, these views let you manipulate data—filter, sort, and customize—to navigate quickly and generate actionable insights.

2. In Euna Grants, you can filter, sort, and add columns on the Funds or Opportunities pages. Save custom views for yourself or your organization, and print pages for use outside the system.

3. Today, we’ll demonstrate this functionality via the opportunities page. Once you are logged into Euna Grants, navigate from your home page to Program Management

4. then Opportunities

5. The opportunities page shows all the opportunities you’ve entered into Euna Grants. Clicking on the down arrow next to any column header, such as title, provides you a number of different options for your viewing preferences.

6. First, you can sort ascending or descending order.

7. You can add or remove columns in the list that you prefer in your view. By checking items, you will see the opportunities grid expand to show those elements

8. Next, you can use the filter option to look for specific opportunities You can choose from these different conditional statements to do so.

9. If you want to group your data, you can drag any column to the top header area. For instance if you want to group data by “Is Published”.

10. You can drag that to the top and look at opportunities that are published or unpublished as separate groups.

11. If you’ve manipulated the view and settings to your liking and want to save this for future use, click on the ribbon to Save Current View in the top right corner. Click Save View

12. Then, a pop-up window appears for which you will enter your name, a required field, and an optional description box.

13. If you want to keep this view private, check the box. Otherwise, everyone in your organization can see the view.

14. Once you are done, Click Create

15. Your saved view will be available by clicking on Fund Management on the left navigation panel.

16. Then views

17. Click on your view.

18. From the opportunities page you also have the capability to print the page. You can select this option to print to a printer or print to PDF.

19. Through this Euna Grants training video you learned about the view options on the opportunities page. Should you have additional questions, please reference our support site.