Runs a report that lists posted Grants and is optimized to run faster based on your report selections. You should use this report if you are basing your selections on the Grant Date, Grant Number, ASF, ID Code, or other Grant coding.

Runs a report that lists posted Grants.

Note: This report is similar to the Grant History Report, except that it also includes the Requested Amount.

Runs a report that lists posted Grants along with the complete payment history for each line in the payment plan.

Runs a report that list posted Grants, sorted by the group(s) that Grantees are a member of.

Runs a report that lists all Grants that have conditions or follow-up records. You can use this report to view all conditions with an overdue Due Date and no corresponding Done Date. This can be a useful reminder report for tracking Condition fulfillment.

You can also run an optional export to send a reminder to those who appear on the report.

Runs a report that lists all Grant payments made from each Fund. A Fund total appears at the end of each set of payments, and a grand total for all payments from all Funds appears at the end of the report.

Runs an export that creates an ASCII data file based on posted Grant information (approved Applications) that you can use to create mail merge letters in word processing.

Runs a report that lists the remaining available budget for each committee. The report is based on the committee budget minus any commitments and the YTD Grants Voted amount (this amount is automatically calculated by FIMS when Grants are approved).

Runs a report that provides an overview of money that is available to Grant from the selected Fund(s). A grand total of the available dollars and available to Grant for all Funds appears at the end of the report.

Note: Only Funds that have Fund Distribution records will appear on this report.

Runs an export that 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.

Runs a report that evaluates the past Grant making behavior of Funds, based on the program areas that received Grants. This can be useful for Grant budgeting because it reflects historic Grant budgeting for donor-advised Funds.

Runs a report that generates an addressed letter containing Fund’s Grant history for a selected time period. It is designed to create a calendar year-end letter for donor advisors.

Runs a report that lists all posted Applications for a given date range and Grantee (or range of Grantees), including approved, denied, and withdrawn Applications, and payment information.

Runs a report that shows the summary Grant history for each Grantee on an including an annual count of Grant Applications, the number of applications that were Approved or Denied, the amount of money they have received in Grants from the organization, and the largest Grant they have received.

Runs a report that lists detailed information about each Grant that a Grantee has received.

This report is automatically sorted and subtotaled by Grantee.

Runs an export that creates an ASCII data file based on the Grantee record that you can use to create mail merge letters in word processing.

Runs a report that lists Grantees that require an IRS form 990 with their full address, total Grants, and program areas.

Runs a report that lists all Grant Applications that are still active in the system (have not been posted), including their associated Requested Amount, Grant Amount, and Action code.

Runs a report that provides the Grantee name and address, and Grant information including whether there are conditions for each unposted Grant Application.

Runs an export that creates an ASCII data file that you can use to create mail merge letters and other communication with applicants.

Runs a report that prints information about review items and required items on unposted Applications (based on the data on the Application’s Prerequisites tab).

Runs a report that lists summary statistics for all unposted Grant Applications, based on the Fund ID for each payment line.

Runs a report that lists complete Application history for all posted Applications (regardless of whether the application is Approved, Denied, or Withdrawn) for each Grantee.

Runs an export that creates an ASCII data file that you can use to create mail merge letters and other communication with applicants. The data file that is created is the same as that for the Unposted Application Export, except that only posted Applications are accessed.

Runs an export that is similar to the Unposted Application Export w/ Fund Rep except that it is based on posted Applications. If an Application has a payment plan with more than one line item, each line item will produce an export record. This export also includes the Fund Representative’s name and address for each Application.

Runs an export that allows you to select the actual fields you want to export. Any field from the AppHistory (fields from the application, including Scholarship User fields), AppHistLineItem (Payment Plan tab), Fund (fields from the Fund record), Fund-Rep (fields from Fund associations), Grantee (fields from the Grantee record), Scholarship Fund (fields from the Scholarship Fund record), and/or Profile tables can be selected for export, and fields are selected from the Fields tab on the FIMS Report Selections window.

Note: It is important that you understand how the FIMS database works and what the fields are before running this export. Please contact FIMS Support if you need help determining the appropriate fields to export to fit your needs.

Runs a summary report that analyzes pending Applications (includes all unposted Applications) based on the analysis code you specify. For example, you could run the analysis based on the Application Status code to show how many Applications are in each stage of the application process.

Runs a report that analyzes Grant data based on the Grantee analysis code you specify. For example, you could run the analysis based on the Grantee’s Type code.

Runs a summary report that provides Approved Application history totals based on the analysis code you specify. For example, you could run the analysis based on the Population code.

Runs a summary report that compares budget figures from Grant codes with actual Grant amounts and lists the variance amount.

Opens the Auto-Create Grant Applications utility, which allows you automatically create new Applications based on posted Application History. For example, you can use it to easily create annual designated distributions.

Refer to Automatically Creating Grant Applications for more information.

Opens a utility that reviews each Grantee in the FIMS database to see if the Grantee was issued a Grant during a selected date range and develops a list of Grantee Profiles that might be considered inactive. The list is displayed in the FIMS Viewer with a Flag Profiles as Inactive menu option. If you select this option, the utility will automatically mark each Profile record on the report as Inactive.

Refer to Deactivating Grantee Profiles with no Grants for more information.

Tip: Create a backup copy of your database before running this utility.

Runs a utility that allows you to import Grant applications from an external source directly into FIMS. This process reduces the amount of manual data entry, in turn

reducing the potential for errors. It is useful if, for example, your organization accepts applications online and you have a spreadsheet containing the application information.

Refer to Importing Grants for more information.