Build a Grant Requests Ready to Close Report

Build a report to identify requests that are fully paid and have all follow up forms complete.

1. Build a data set to pull in the appropriate processes, request statuses, and fields.
   • Select the Approved and Follow Up(s) Assigned statuses.
   • Select One Row per Form as the output. 
   • In addition to any other fields, include the following: 
     
     • Project Name 
     • Process Name
     • Grant Balance
     • Form Type  
     • Form Name  
     • Submission Status  
2. Click Run New Report.
   
   
   
   • The report will display one row of data for each form for each included request.
     
     
3. Add a filter to only view requests with a grant balance of 0.
   • To do this, filter on the Grant Balance column. Set the Comparison field to "=" and the Value field to "0."
     
     
     
4. Common actions taken on this report includes the following: 
   • Group the report by project name. 
   • If all requests in the report had follow ups assigned, filter the report to only show follow up forms. 
     • It is then easier to identify requests that have all follow up forms in the complete status. 
5. Click Save New Report.