I'm looking for a field that corresponds to the date an organization record was created.

Hi Sheree

This Organization Advanced Search will give you all the organizations created in 2021

Organizations.Create_Date BETWEEN ‘2021-01-01’ AND ‘2021-12-31’

There may be useful options depending upon how you want to compare the grantees.

Cheers

Justin

Hi @Sheree Norton

I can't take credit for this - because I'm pretty sure i picked this up on another community post last year, but this is an advanced search code that I have on a year-end data tab…. I have it displayed as a Table of information and also as a chart (we have coding for the type of charity in our database so the chart shows the number, per charity type in a bar chart. Run it under the Org records in advanced query for the year you want (you've reminded me I need to update it to this financial): - This will show you those that had successful applications (i.e granted)

EXISTS (SELECT * FROM Requests r WHERE r.Grant_Fiscal_Year = 2021 AND r.Disposition = N'Approved' AND r.Organization_ID = Organizations.ID) AND NOT EXISTS (SELECT * FROM Requests r WHERE r.Grant_Fiscal_Year <> 2021 AND r.Disposition = N'Approved' AND r.Organization_ID = Organizations.ID)

Hi Sheree
There is a field you can display in a view - "Grant Year Span" - which will show the first and last year of any approved grants for that organisation.
So if it was new in 2022, it would show 2022-2022 but if their first grant was in 2020 and the latest was this year it would show 2020-2022.
You can use this field in mailmerge documents also, for example it can be useful for a proposal summary page used at a decision meeting. There is also an organization request history table field which gives useful info in a template.

Back to views - take a look at the Organization fields which start with ‘Total’ - there are some handy ones available. You can also add a filter to these fields, for example you might want to know the total amount granted last year.

Take care
Kim