Grant Cancel / Refunds Report
- 19 Sep 2023
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Grant Cancel / Refunds Report
- Updated on 19 Sep 2023
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Grant Cancel / Refunds Report
This report lists Grants that have been canceled or refunded (via Grant Adjustment processes).
NOTE: Refer to Adjusting Grants in the Grantee and Grant Management module for more information about Grant Adjustments.
NOTE: You can access this report from anywhere in FIMS by selecting Reports > Grants > Grant Cancel / Refunds Report.
Grant Cancel / Refunds Report Fields
Field | Description |
|---|---|
Grant # | The unique identifier for the Grant. |
Grantee | The Grantee’s sort name. |
Program Name | A brief description of the philanthropic project that received the Grant. |
Reason | The reason that the Grant was canceled or refunded. |
Grant Date | The date of the original Grant. |
Cancel Date | The date when the cancellation or refund was recorded. |
Original Grant | The amount of the original Grant. |
Cancel Amount | The total amount canceled. |
Refund Amount | The total amount refunded. |
Fund ID | The Fund ID for the Fund that awarded the Grant. |
Running the Grant Cancel / Refunds Report
1. In the Grantee and Grant Management module, select Reports > Grant Cancel / Refund Report. The Grant Cancel / Refund Selection Criteria window opens.
Grant Cancel / Refund Selection Criteria Window
2. Select the information that you want to list on the report: Refunds, Cancellations, or Refunds and Cancellations.
3. Click OK.
4. Configure the desired Selection and Sorting criteria as you would for any standard FIMS report and then click the Run Report button.
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