Common Salesforce Reports

This is a non-exhaustive list of common Salesforce reports, noting that some staff may not be able to access some reports.

If you would like a report added to this list, or think one should be removed, please contact Sarah Margolis.

Funded Projects Reports

• Pilots that have lead to full studies -  Full projects with a related pilot where both full + pilot was funded by a NA Initiative. 

• J-PAL NA funded Pilots & Full Studies - All J-PAL NA funded ongoing and completed pilots and full studies. Note that this report excludes projects that have been marked as "withdrawn" or "no longer a J-PAL project" and does not include non-J-PAL evaluations (ie innovation competition winners, development grants, etc) 

• J-PAL NA Subawards - Includes all J-PAL awards both active and closed by initiative 

Initiative Reports

• NA Deliverables Due in Last 120 Days -  Reports that have been submitted in the last 120 days for all funded projects (includes pilot/full studies, innovation competitions, and travel/development grants), by initiative.

• Pilot & Full actively funded NA projects - Pilot and full projects currently being funded by a North America Initiative.

• Publications by Initiatives -  Publications created from a North America Initiative funded project. 

RFP Reports

• North America Peer and Board Reviewers - This report tallies requests to review and the number of acceptances for each affiliate/invited researcher. Please check this report before suggesting reviewers.

• PI Submissions in Last Calendar Year - Report tallies number of proposals submitted by a researcher in the current calendar year. Per EC decision, Invited Researchers and Affiliates are capped a submitting 3 proposals per initiative per calendar year. This includes PI and co-PI status.

•  RFP Board Report: PI Funding -  Please make a copy of this report and filter for PIs who have applied for this round of RFP funding to provide to the board.

Researcher Reports

• Invited Researcher Interests and Capacity - Invited Researcher contact info, interests, and capacity.

• J-PAL NA Affiliates - Affiliates who have North America listed as their regional office affiliation.