Skip to main content

Response Comparison Tool

Lauren Neulinger
Updated

The response comparison tool allows responses across multiple intake form entries to be compared on one page. The Response Comparison tab is available when viewing data for a specific intake form on the grantee portal intake form dashboard. This is often used when completing an internal review of submitted intake forms. 

Data collected in standard fields cannot be imported into GivingData, so this data cannot be accessed via a super search, a report, or through other features or functionalities. The response comparison tool allows responses to standard fields to be compared across multiple applicants/grantees.

Follow the steps below to navigate to the response comparison tool for an intake form.

  1. Click Grantee Portal Intake Forms in the navigation menu, and then click the intake form type.
  2. Click the Intake Form filter, and then select a specific Intake Form.intake form filter
     
  3. Click the Response Comparison tab.response comparison tab

After navigating to the Response Comparison tab, the columns in the list view can be edited to display the desired data. For additional general instructions on editing list view columns, refer to Edit Columns in a Super Search.  

To retain the selected columns after logging out and back into the site, configure the default list view as detailed in How to Edit Default List Views.

  1. Click Edit Columns.edit columns button
     
  2. Click View All Columns.view all columns option 
  3. Check the box for each field to display as a column in the list view, and then click OK.
    • The Intake Entry Responses tab contains each field on the intake form. This includes both mapped and standard fields. 
    • The Intake Entry Properties tab contains other request record fields that can be added to the list view.
      ok button
       
  4. Click Update.update button
     

Due to technical limitations, the following fields cannot be included as columns in the response comparison tool:

  • File Uploads
  • Demographics via Candid
  • Editable Codes
  • Bank Account
  • Financial Data By Year
  • Assessment Sources
  • Organization's Self-Assessment
  • Fields from a Contacts Page

Once the list view columns have been edited as desired, the intake form data is visible on the page.intake form data
 

  • Text area fields retain any HTML formatting from the intake form.
  • Intake form fields with a checkbox display "Yes" if the box was checked, and "No" if the box was not checked.  

Click Export to Excel to export the list view data.export to excel button
 

  • If more than 10 columns have been added to the list view, it is recommended to view the results by exporting to Excel.  
     
Powered by Zendesk