If you have canceled installments for requests in Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM), the steps below will help you run a report to view that information in one place, and to view the remaining installment balance for a process(es).
For more information on the basics of building a report, please refer to Build a Data Set and Run a Report.
- Build your data set to pull in the appropriate process(es) and request statuses, and then click Save Filters.
- On the Choose Data Fields page, change the output to one row per installment.
- Check the boxes for all fields you’d like included on the report, including the Installment Canceled field.
- Other recommended fields include Installment Amount, Installment Paid, Installment Balance, Installment Due Date, as well as identifying fields such as Project Name and Organization Name.
- Click Run New Report.
- Your report will display one row of data for each installment, for each included request.
- Common actions taken on canceled installment reports include:
- Group the report by Project Name.
- This is especially helpful if a request could have more than one installment.
- Filter the report to only show canceled installments, or to show canceled installments more or less than a certain amount.
- Apply a sum to the Installment Amount Column to see the total canceled installment amount, or to the Installment Balance column view the remaining installment balance for a process(es).
- Group the report by Project Name.
- Once all changes have been made, click Save Changes.
