If you have canceled installments for requests in Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM), you can run a report to view that information in one place and view the remaining installment balance for processes.
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Build a data set to pull in the appropriate processes, request statuses, and fields.
- Select One Row per Installment as the output.
- In addition to any other fields, include the Installment Canceled field. Other recommended fields include the following:
- Installment Amount
- Installment Paid
- Installment Balance
- and Installment Due Date
- 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 canceled installment reports include the following:
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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 view the total canceled installment amount or to the Installment Balance column to view the remaining installment balance for a process.
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Group the report by Project Name.
- Click Save New Report.