How to extract Monitoring data in the GMS

POSTED BY Hortense Regnaut | 22 September 2021 | GMS Quick Tip

  1. What is the Monitoring Report and where to access it in the GMS?
  2. How to generate a Monitoring Report (filters)?
  3. What is included in the Monitoring Report extract?

 

  1. What is the Monitoring Report and where to access it in the GMS? 

The GMS allows the users to download all monitoring data as a working Excel document where multiple partners can be selected. To learnmore on Project Monitoring, please refer to this article of the Help Portal.

 To generate such a document, go to report > report > monitoring report

 

II. How to generate a Monitoring Report (filters)? 

In the Monitoring Report page, enter your research requirements using the filter options, and click on [export to excel]. If you click on [export to excel] without applying filters, you will generate a full dump of all audit reports of the Pooled Funds in which you are registered.

A description of the filters is available below the screenshot.

Filters description:

  • Pooled Fund: Select from the drop-down list the Pooled Fund. You will only be able to select the Pooled Fund(s) in which you are registered.
  • Allocation year: select from the drop-down list the allocation year by ticking its checkbox. You can select multiple allocations.
  • Partner type: Select from the drop-down list the Organization type by ticking its checkbox. You can select multiple organizations.
  • Partner: Select from the drop-down list the Organization by ticking its checkbox. You can select multiple organizations.

Then, click on [export to excel]. The excel will be downloaded in your computer, by default in the ‘Downloads’ folder, except if you configured it differently.

 

III. What is included in the Monitoring Report extract? 

The Monitoring Report excel extract is broken down into two tabs: the Monitoring details sheet, which will display all the information relevant to the monitoring recommendations, and the Participant detail sheet, which will provide the details of the monitoring focal points.

Field description (Monitoring Details tab) :

  • Fund Name
  • Organization Name
  • Acronym
  • Project Code
  • Implementation progress
  • Monitoring Type (as per report and timelines) and Name
  • Monitoring End dates (as per the report)
  • Monitoring actions, and responsible
  • Monitoring Recommendation and notes

Field description (Participant Detail tab) :

  • Fund Name
  • Organization Name
  • Acronym
  • Project Code
  • Monitor Name
  • Monitoring Start and End Dates
  • Participant name/email/phone