Foundation Center Survey Export

Foundation Center Survey Export

This export creates an ASCII data file of Grant data in the electronic format requested by the Foundation Center. This export is useful if you adhere to the Foundation Center coding scheme as regards the primary Population code and the primary Program Area code.

To export records, first select a data range. You can also select Division to exclude from the export.

NOTE: You can access this export from anywhere in FIMS by selecting Reports > Grants > Foundation Center Survey Export.

Column Headers and additional columns for Program Area, Sub Program and County are included in the export.

The export can now be run when excluding Divisions. It will also now export the correct fund coding for Fund Grant Adjustments when there are multiple funds involved in the grant.

If you want to create an electronic file for exporting your grants information to the Foundation Center, here are the steps:

1. Select Reports > Grants > Foundation Center Survey Export.
2. Select the date range of the grants that you want to include in the export.
3. Click OK .
4. The system prompts you to select the path and file name where you want to save the exported data.
5. Save the file with a txt extension.
6. Click the Run Report button.
7. A confirmation window indicates how many records were exported.
8. You can then transmit the export file to the Foundation Center.