Build a Scholarships 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 Complete statuses.
   • Select One Row per Request as the output. 
   • In addition to any other fields, include the following: 
     • Contact First and Last Name
     • Process Name
     • Grant Balance
2. Click Run New Report.
   
   
   
   • The report will display one row of data 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. Click Save New Report.