My apologies for the slow response on this while I tracked down an answer.
My understanding is that there isn't currently a way to search and build reports like this, but you'd need to download a CSV from your proposal dashboard and then work with that data in Excel/Google Sheets/etc.
As for the reason a proposal is closed, would it meet your needs to put the reason in a Note in the proposal?
I hope this is helpful!
We were advised that the list of System status is limited to those specifically available with the few child status of 'Closed' not available to view on the dashboard. Therefore, we created additional fields in our smart forms to use for filtering on records later. Something to keep in mind is while you can customize your dashboard view to possibly include that field of the approximately 10 you have, that view is unique to you and you may have to test to see if that persists between logins.
Basically anything that you need to be able to potentially drop into the .csv file to then manipulate for querying and reporting has to be a field you add to your forms if it is something you want to discreetly filter the record data on rather than just the unstructured text in the notes field.
Carolyn Dawson, MJ
Sr. Research Administrator
Regenstrief Institute, Inc.
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