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Overview

Fluxx Grantmaking is a software designed to manage the grants workflow from end to end, much like the predecessor system we used, Blackbaud Grantmaking.

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All Forms are edited via the Admin Panel. Please see the dedicated Admin Panel page for detailed information on how to edit forms.

Reports

Within Fluxx, there are many different ways to report on data that you need to view. The first, and probably main way, we report is simply by using our dashboards. The WPP has set up several dashboard templates that are pre-filtered to show groups of records that are important for us (e.g. the Requirements dashboard displays the Grantee Requirements that we need to track). Each Card can also be exported to Excel if so required.

Beyond standard dashboards and cards, there are two other types of reports that can be used: Ad-Hoc Reports and Excel ReportsThere are two types of reports: Standard reports and Ad Hoc reports

Report Manager lists them all. The Standard ones do not have the option to be modified or even copied. The Ad Hoc ones will have the 'Edit' and 'Copy' options available under Action ribbon.

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