My FDO

Tagged Grantmakers Screen

The Tagged Grantmakers Screen displays your tagged records in four columns: Grantmaker Name; City, State; Total Assets; and Total Giving. The default sort order displays records by Grantmaker Name from A to Z. You can re-sort your tagged records by clicking a column heading. Clicking Total Giving, for example, will sort the records by total giving from highest to lowest. Clicking a second time will change the display to ascending order. A small arrow will appear within the column heading of the column that has been sorted, pointing up or down to indicate the order in which the information is being displayed.

The Tagged Grantmakers Screen has several components:

Records Line. Located at the top of the screen, the Records Line displays the number of tagged grantmaker records.

Tag Name Line. Displays the tag name.

Records List. Displays a list of tagged grantmaker records. The Records List includes each grantmaker's name; city and state; total assets; and total giving. All tagged records are displayed on a single page.

Note that if a grantmaker record is removed from FDO for any reason, such as the termination of the grantmaker, it will no longer appear on the Tagged Grantmakers Screen.

Tagged Grantmakers Screen Tools

The Tagged Grantmakers Screen provides a number of utilities used to extract grantmaker data from My FDO. Descriptions of each tool are provided below:

Removing

To remove a record from the Records List, click its check box and then click the Remove From List link above the column headings. To remove all records from the Records List, and therefore delete the tag itself, click the universal check box above the column headings and then click the Remove From List link. You will be asked to confirm whether you want to delete the tag. Note that if company and/or grant records are associated with a tag, you won't be able to delete the tag by removing all of the grantmaker records; you'll have to remove all of the company and/or grant records as well.

Printing

To print a record or records from the Records List, click the check boxes of the records you want to print and then click the Print/Save Records link above the column headings. Printing requires the use of the most recent version of the free Adobe Reader. Download the latest version of the Reader. A .pdf file will be generated in Adobe Reader displaying the text of the grantmaker profiles of the selected records. Use the tools at the top of the screen to print the file. For help, please refer to the documentation included with the Adobe Reader application.

To print the Records List itself or any portion of the Records List, click the universal check box above the column headings or click the check boxes of the records you want to include and then click the Print/Save List link above the column headings. A .pdf file will be generated in Adobe Reader displaying the list or the portion of the list selected. Use the tools at the top of the screen to print the file. For help, please refer to the documentation included with the Adobe Reader application.

Saving

To save a record or records from the Records List, click the check boxes of the records you want to save and then click the Print/Save Records link above the column headings. Saving requires the use of the most recent version of the free Adobe Reader. Download the latest version of the Reader. A .pdf file will be generated in Adobe Reader displaying the text of the grantmaker profiles of the selected records. Use the tools at the top of the screen to save the file. For help, please refer to the documentation included with the Adobe Reader application.

To save the Records List itself or any portion of the Records List, click the universal check box above the column headings or click the check boxes of the records you want to include and then click the Print/Save List link above the column headings. A .pdf file will be generated in Adobe Reader displaying the list or the portion of the list selected. Use the tools at the top of the screen to save the file. For help, please refer to the documentation included with the Adobe Reader application.

Exporting

To export the Records List or any portion of the Records List, click the universal check box above the column headings or click the check boxes of the records you want to include and then click the Export List link above the column headings. Exporting requires the use of a spreadsheet application, such as Microsoft Excel. An .xls file will be generated in your spreadsheet application containing the data from the list or the portion of the list selected.

To return to My FDO, click the My FDO link at the top of the page. To view a grantmaker record, click on a grantmaker name to open the Grantmaker Record Display Screen.