Build an Installment Report

Build a report to view summarized installment form information for grants or scholarship awards.

1. Build a data set to pull in the appropriate processes, request statuses, and fields.
   • In a Grant Lifecycle Manager (GLM) site, select the Approved and Follow Up(s) Assigned statuses.
     • In a Scholarship Lifecycle Manager (SLM) site, select the Approved, Follow Up Draft, Follow Up Submitted, and Follow Up Complete statuses.
   • Select One Row per Installment as the output. 
   • In addition to any other fields, include the following: 
     • Project Name (GLM sites)
     • Organization Name (GLM sites)
     • Contact First and Last Name (SLM sites)
     • Fields related to the school payee (SLM sites)
     • Grant Balance
     • Installment Due Date 
     • Installment Balance
2. Click Run New Report.
   
   
   
   • The report will display one row of data for each installment for each included request.
     
     
3. Common actions taken on installment reports include the following: 
   • Group the report by either the organization or the contact.
   • Filter the report to only show installments with an installment balance greater than 0 and with a due date within a specific range.
4. Click Save New Report.