Build a report to view a summary of which organizations have or have not passed a charity check, as well as determine which organizations have never had a charity check run on them. This is useful for gathering charity check data on all organizations that have applied to a specific process.
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Build a data set to pull in the appropriate processes, request statuses, and fields.
- Select the Application Submitted, Application Complete, Approval Draft, Approved, and Follow Ups Assigned statuses.
- Select One Row per Request as the output.
- Recommended fields to select include the following:
- Organization Name
- Process Name
- Charity Check Verification Date
- Charity Check Publication 78 Date
- Charity Check Nonprivate Status
- Charity Check Deductibility Code(s)
- Click Run New Report.
- The report will display one row of data for each included request.
- If there is a date for the Charity Check Verification Date field and the Charity Check Publication 78 Date field, the organization passed the charity check.
- If there is a date for the Charity Check Verification Date field but no date for the Charity Check Publication 78 Date field, this means a charity check was run but there was an issue with the organization's nonprofit status.
- The Charity Check Verification Date field appears blank in reporting when no charity check has been run and when the organization is not a verified 501(c)(3). To confirm which applies to the organization, click the Charity Check by Candid tab of the organization's summary.
- If the Charity Check Nonprivate Status field is populated, the organization passed the charity check and is a 501(c)(3) public charity.
- The report will display one row of data for each included request.
- Common actions taken on charity check reports include the following:
- Filter the report to only show organizations that have not passed a charity check.
- Group the report by process.
- Click Save New Report.