Salesforce

How do I view the Payments Insights Explore?

Printable View
« Go Back
Information
How do I view the Payments Insights Explore?
How-do-I-view-the-Payments-Insights-Explore
Details

The Payments Explore equips Insights Analysts with visibility into payment-related data including budgets, organizations, programs, approvals, and grant request information, enabling comprehensive financial oversight and reporting. 

Proceed through the steps outlined below to access the Insights Payments Explore and view its available data fields.

Step 1: Access the Insights tab

Log in to the CyberGrants platform and navigate to the Insights tab.

Step 2: Click on Analyze

From the left-hand menu, Insights Analysts can click on Analyze to view the available Explores. 

Step 3: Select the Payments Explore

Click on Payments to view the Explore.

Step 4: Access the Quick Start Reports

Before starting fresh by creating a new data set using the fields available within the Explore, review the Quick Start reports listed to determine if these prebuilt analyses will pull the program data you are seeking. The Payments Explore includes the following Quick Start analyses:

  • Budget Cash Flow - A Budget Cash Flow analysis excluding any requests that have been canceled or rejected.
  • Payment Status by Program - The Payment Status for current fiscal year requests categorized by Program.

Step 5: View the Field Dimensions & Measures

Below are the fields available within the Payments Explore along with their dimensions and measures.

Field Name

Dimensions

Measures

Payments
  • Amounts
  • Check Number
  • Dates
  • IDs
  • Payment
  • Payment (Years)
  • Budget Year
  • Quantity
  • Reference Code
  • Rejection
  • Counts
  • Totals
Request
  • strong class red Total Program Budget strong
  • strong class red Program Impact Area strong Funding Principle
  • strong class red Program Title strong
  • Amounts
  • Dates
  • Disposition
  • Flags
  • GIK Request Workflow Status
  • Grant Year
  • Grantseeker
  • IDs
  • Invitation
  • Number of Payments
  • Reference Code
  • Request Owner
  • Request Submitted By
  • Request Type
  • Strategy
  • Tags
  • Averages
  • Counts
  • Totals
Approval
  • Approval Comments
  • Approval Order
  • Approval Result
  • Approval Rule
  • Approval Type
  • Approver
  • Dates
  • Approval Calculations
  • Averages
  • Counts
Budget
  • Amounts
  • Budget Group
  • Budget Level
  • Budget Name
  • Budget Year
  • Dates
  • Order By
  • Budget Calculations
  • Counts
  • Totals
Impact Report
  • Comments
  • Dates
  • Disposition
  • Flags
  • Grantseeker Editor
  • IDs
  • Impact Report ID
  • Impact Report Owner
  • Impact Report Type
  • Organization Review Comments
  • Program
  • Reference Code
  • Submit User
  • Averages
  • Counts
Organization
  • Cause & NTEE
  • Create New Organization
  • Dates
  • Flags
  • geocode_history
  • IDs
  • Location
  • Location: Census
  • Location: Geocode
  • Name
  • NCES
  • New Request
  • Organization Information
  • Organization Type
  • Tax
  • Vetted User Name
  • Year Founded
  • Counts
  • Location: Census
  • Location: Geocode
Payee
  • Contact Information
  • Create User ID
  • Create User Name
  • Flags
  • Location
  • Name Line 1
  • Name Line 2
  • Payee EFT Bank
  • Payee EFT Bank Account Number
  • Payee EFT Routing Code
  • Payee ID
  • Payment Contact Email Address
  • Payment Contact Name
  • Payment Contact Phone Number
N/A
Proposal Type
  • External Proposal Type
  • Frontdoor Level
  • Is Active? (Yes / No)
  • Overall Program Name
  • Program
  • Program Category
  • Proposal Type Count

 

 

What else do you need help with?

Not what you're looking for? Navigate to Understanding Standard Insights Explores. To learn more about using an Explore to analyze your program's data, please refer to Navigating Insights Explores Basics or return to Insights Analyze Basics Overview.
Powered by