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    Conditions Follow-up Due Report / Export
    • 18 Sep 2023
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    Conditions Follow-up Due Report / Export

    • Updated on 18 Sep 2023
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    Conditions Follow-up Due Report / Export

    This report lists all Grants that have follow-up records with an overdue Due Date and no corresponding Done date. This can be a useful reminder report for tracking Condition fulfillment.

    You can optionally include only open Conditions, both open and closed Conditions, the expected outcome of the Conditions, and / or the actual outcome of the Conditions.

    Once you run the report, you can export the data directly from the FIMS Viewer by clicking Export on the menu bar. The exported data can be used to create a mail merge for reminder letters. Refer to Using FIMS with Microsoft Office for more information on mail merge.

    NOTE: You can create Contacts or add Affiliation codes to each unique Profile ID code included in this report, directly from the FIMS viewer. Refer to Creating Contacts from Reports and/or Exports in the Introduction and Adding Affiliations from Reports and/or Exports in the Profile Management module for more information.

    NOTE: You can access this report / export from anywhere in FIMS by selecting Reports > Grants > Conditions Follow-up Due Report / Export.

     

    Conditions Follow-up Due Report Fields

    Field

    Description

    Grant Number

    The unique identifier for the Grant.

    Pmt. Line

    The specific payment line that a condition applies to.

    NOTE: This will be 0 if there is only one payment for the Grant.

    SQ

    The sequence number (if any) that identifies each payment line associated with a journal entry.

    Applicant Name

    The Grant applicant’s name and mailing address.

    Closed

    Indicates whether the condition is closed (yes or no).

    Staff Code

    The primary organization staff member working on the Grant application.

    Succ. Rank

    User defined code that rates the success of the Grant.

    Grant Amt.

    The total Grant amount.

    Date

    The Grant Date.

    Program

    A brief description of the philanthropic project.

    Condition / Date Due / Date Done

    Up to four Condition lines along with their corresponding Due Date and Done Date.

    Expected Outcome

    A text description of how the applicant is expected to respond to the Grant Conditions.

    Actual Outcome

    A text description of how the applicant actually responded to the Grant Conditions.

    Running the Conditions Follow-up Due Report / Export

    1. In the Grantee and Grant Management module, select Reports > Conditions Follow-up Due Report / Export. The Follow-up Due Report Selections window opens.
    Conditions Follow-up Due Report Selections Window

    2. Enter the Selection Date that you want to use as the basis of your report. This should be the past due date for the follow-up.

    3. Select or clear any of the following checkboxes to determine what will appear on the report:

    • Show Open Conditions: Lists any conditions that are not closed by the Selection Date.
    • Show Completed Conditions: Lists both open and closed conditions.
    • Show Expected Outcome: Prints any text entered in the Expected Outcome field on the Conditions tab.
    • Show Actual Outcome: Prints any text entered in the Actual Outcome field on the Conditions tab.
    • Show All Follow Up Records / Bypass Condition Selections: Lists all of the follow-up records for the selected date.

      NOTE: If you select this option, all of the other checkboxes will be grayed out.

    4. Click OK.

    5. Configure the desired Selection and Sorting criteria as you would for any standard FIMS report and then click the Run Report button.

    6. If you want to export a data file to use in a mail merge, click Export on the FIMS Viewer menu bar. Verify the Send To destination and file name for the data file, and then click the Run Report button.

    Exported Fields

    The following information is included in the data file for this export.

    NOTE: The exported fields are slightly different than the fields displayed in the report.

    Field

    Field

    Field

    Applicant Name

    Applicant Title

    Applicant Organization

    Applicant Address 1-2

    Applicant City, State, Zip

    Applicant Salutation

    Grant Number

    Grant Amount

    Grant Date

    Description

    Recommendation

    Program Name

    Condition 1-4

    Date Due 1-4

    Date Done 1-4

    Staff Code

    Project Code

    ID Code

    Email

    Profile Name

    Profile Title

    Profile Org.

    Profile Address 1-2

    Profile City, State, Zip

    Profile Salutation

     

     

     

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