Navigating Euna Grants

Navigation Overview

The major Euna Grants navigational elements are described below. Users will see these common navigational elements throughout Euna Grants.

Navigational Element	Element Details
1) Left Navigation Panel	From the Left Navigation Panel, users are able to access all major functional areas of Euna Grants. The panel can be collapsed to show just the navigation icons. Hovering over the icon will show the module name. Clicking the icon or module name will show the module's menu.
2) User Navigation Menu	From the User Navigation Menu, a user can access account information, change password, access the Message Center, submit a support ticket, view Euna Grants Terms and Conditions, and Logout of Euna Grants. To access this menu, click on the drop-down arrow next to your name.
3) Icon Bar	The icons available in the Icon Bar are dynamic based on the page a user is viewing. Mouse over the icons to see a description of the icon's function.
4) Page Navigation	The Page Navigation feature allows user to adjust the number of items per page. Use the arrows to flip between pages.

Context-Specific Tabs

While working in Euna Grants, users will see Context-Specific Tabs displayed across the top of the main Euna Grants window. The example below shows tabs that display when accessing an Organization record in the Contacts area of Euna Grants. Some of the Context-Specific Tabs will include dropdown lists that provide access to additional Euna Grants functionality. In this example, Contact Info, Relationships, and Tools are all dropdown menus that provide access to additional functionality.

Euna Grants Page Views

Page Views are an extension of Euna Grants Reports Module. Page Views enable users to modify the page grid by sorting data, applying filters, adding columns, and applying grouping. Views can be saved.

To access the Page View modification options:

1. Click the Menu icon next to a column name.
2. Select Sort Ascending, Sort Descending, Columns, or Filters.

Sorting a Page View

Columns on a Page View can be sorted in either ascending or descending order.

To sort data on a Page View:

1. Click the column name to toggle between ascending, descending, or remove sort order.

OR

1. Click the Menu icon next to a column name.
2. Select Sort Ascending or Sort Descending.

Adding and Removing Columns in a Page View

The default setup for a Page View can be modified by adding or removing columns in the view.

To add or remove columns in a Page View:

1. Click the Menu icon next to a column name.
2. Hover over Columns in the dropdown menu.
3. Check the checkboxes next to the column names you want to view and uncheck the checkboxes you want to remove.

Note: You can reorder the columns in view by dragging and dropping the column headers in the desired order.

Applying Filters to a Page View

Filters can be applied to a Page View.

To add filters to a Page View:

1. Click the Menu icon next to a column name.
2. Hover over Filter in the dropdown menu.
3. Select the filter type in the dropdown menu.
4. Enter the filter criteria in the field.
5. Click Filter.

Adding and Removing Grouping in a Page View

Groupings can be added to a Page View by dragging a column header to the top of the view to group by the selected column. Multiple grouping criteria can be added in a view by dragging additional columns to the top of the view.

To add grouping to a Page View:

1. Drag and drop a column header to the top of the view to group by that column.
2. Drag and drop additional column headers to add additional grouping.

To remove a grouping from a Page View:

1. Click the X next to the column group name.

Saving Modified Page Views

Modified Page Views can be saved in Euna Grants. Once a modified view is saved, it will appear in a Views list. Modified views can be created and saved from all Page Views in Euna Grants. Saved views appear in the corresponding module's Views list such as Contacts → Views, Grant Management → Views, and Project Management → Views. Saving Views provides a method to quickly access view-based information in your preferred format.

To save a modified Page View:

1. Click the Save Current View icon in the Icon Bar.
2. In the pop-up window, enter a Name.
3. Check the Private View checkbox to save the view to your account only.
4. Click Create.

Note: If you do not check the Private View checkbox, the view will be available to all your organization's users in their Views list. However, users will only see the data from grants that they can access. A global view can be edited or deleted by other users. When editing a view, users can modify the view's name, description, and privacy settings. Users cannot edit the name, description, or privacy settings in a saved view.

Exporting Page Views

Euna Grants page views, including modified page views, may be exported. The Export icon will appear in the Icon Bar if the view can be exported.

To export a Page View:

1. Click the Export icon in the Icon Bar.
2. In the pop-up window, enter a File Name.
3. In the Export Type dropdown, select csv or excel.
4. Click Export.

Item-Specific Icons

Some grids in Euna Grants will offer a set of item-specific icons to perform actions. Click the icon to perform the action. Common icons include the Edit icon, Copy icon, and Delete icon. You can hover over any icon to view its name and action.

Euna Grants Favorites

In Euna Grants, users are able to favorite records. Once a record is marked as a favorite, it will appear in a Favorites list for quick access. Contact, grant, program, and fund records can be favorited.

To favorite a record:

1. Click on the Favorite icon in the Icon Bar.
2. In the pop-up window, enter a Name.
3. Check the Private checkbox to add the favorited item to your account only.
4. Click Create.

Note: If you do not check the Private checkbox, the favorite will be available to all your organization's users in their Favorites list (if they have access to the item). However, only the user who created the Favorite can access its item-specific dropdown menu. Options available in this menu include View, Edit, or Delete.