Build a report to view summarized installment form information for grants or scholarship awards. Installment and Follow Up Relationship provides information on how to relate installments to follow ups to use this report effectively.
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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
- In a Grant Lifecycle Manager (GLM) site, select the Approved and Follow Up(s) Assigned statuses.
- Click Run New Report.
- The report will display one row of data for each installment for each included request.
- The report will display one row of data for each installment for each included request.
- 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.
- Click Save New Report.
The Installment and Follow Up Relationship cannot be reported on.