Exporting Scholarship Applications

Exporting Scholarship Applications

This process creates a data file suitable for merging into a word processing document for communication with Grantees and Students.

All fields on all the tabs for Scholarship Applications are exported during the process.

In previous FIMS versions, only the Student name and address were pulled from the Application record along with the name and address from the Grantee Profile.

1. In the Scholarship Management module, click the Applications supertab and then click the Processes tab.
2. Select Export Applications from the Scholarship Processes list, and then click the Run Process button. The FIMS Report Selection window opens.
3. Select the desired Selection and Sorting criteria just as you would in any report, and then click the Send To tab.
4. Verify the path and file name for the export file and then click the Saved Reports tab and save the export configuration as a default for later use.
5. Click the Run Report button. When the export is complete, a message window opens to tell you how many records were exported.
6. Click OK. You can now open the export file in a spreadsheet (for example, Microsoft Excel).

NOTE: Refer to Using FIMS with Microsoft Office for more information on using exported data in spreadsheets.