Grantee and Grant Report Tables

Updated on 28 Aug 2023
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Grantee and Grant Report Tables

The tables you might need for Grantee and Grant reports are more numerous than those for Donor and Gift reports. There are two reasons for this. First, each line item (payment plan lines) is a Grant application is a separate record (AppLineitem). Second, when you post applications, the process creates two sets of history records. Data from all applications is transferred to AppHistory and AppHistLineitem. Data from approved applications are also transferred into Grants and GrantLineItem.

IMPORTANT: One of the Line Item tables (AppLineitem, AppHistLineitem, or GrantLineitem) or the FundDetailHistory table is necessary if you need to include Fund information on a Grant listing (because a single Grant can be distributed from more than one Fund).

Table	Fields	Location in FIMS
Profile	Name (with prefix / title), Organization, Address, Telephone Numbers, Spouse Name.	Profile Management: All fields on the Profile 1, Profile 2, and Salutations tabs.
Grantee NOTE: This table is also used for administrative vendors	Grantee Information: Budget Size, Date Incorporated, Comment, Contact Names, Numbers, Extensions. Codes: Grantee Type, Population, Program, Region. Lifetime Statistics: Total Amount Granted, amount and date of First, Last, and Largest Grant.	Grantee and Grant Management: All fields on the Grantee tab. Profile Management: Fields at the bottom of the Grantee History tab.
GranteeSummaryHistory	One record per Grant year – annual summary statistics: Number of Applications, Grants, and Denials, Total Amount Granted (for the year), Total Payments Made (for the year).	Profile Management: Grantee History tab (Summary information).
Application	(Unposted Applications) Application Information: Program Name, Description, Requested Amount, Contact and Phone, Program Officer (staffcode), Program Start / End Date. Process Information: Date Received, Date Acknowledged, Board Date, Grant Date, Recommendation, Recommended Amount, Required Items, Required Date, Received Date Required (y/n), Review Events, Review Date, Review Comment. Codes: Program, Region, General Population, Ethnic, Age, Disability, Economic, Gender, Matching, Project, Request Type, Risk, Effect, Strategy, Status, Action.	Grantee and Grant Management: Applications supertab – Application, Contacts, and Prerequisites tabs.
AppLineItem	Unposted applications – one record for each payment plan line: FundID, Payment Amount, Payment Date. NOTE: Payment is the Fund level Grant amount from the payment plan line items.	Grantee and Grant Management: Applications supertab – Payment Plan tab.
AppHistory	All posted applications – whether approved, denied or withdrawn, as indicated by the Action code. All Application data, in the Application table.	Grantee and Grant Management: Application History supertab – Application, Contact, and Prerequisites tabs.
AppHistLineItem	All posted applications – one record per payment plan line. All AppLineItem data. NOTE: Payamt is the Fund level Grant amount from the payment plan line items.	Grantee and Grant Management: Application History supertab – Payment Plan tab.
Grants	All posted, approved applications (not denied or withdrawn). All application data, along with the Grant Amount, Amount Paid (total on Grant), and Date Last Paid.	Grantee and Grant Management: Application History supertab – Application, Contact, and Prerequisites tabs (for approved applications only).
GrantLineItem	All AppLineItem data from approved applications. NOTE: Payamt is the Fund level Grant amount from the payment plan line items.	Grantee and Grant Management: Application History supertab – Payment Plan tab (for approved applications).
Grant Note	Unlimited application or Grant notes for posted or unposted applications.	Grantee and Grant Management: Application and Application History supertabs – Notes tab.
Foundation	One record per year – annual summary statistics: Largest Grant, Total Grant Amount, Number of Applications, Number of Grants, Number of Denials.	Inquiries > Foundation Status.
FundDetailHistory NOTE: This table contains both Gift and Grant records.	One record per line item granted from the Fund: Fund ID, Donor IDcode, Grant Amount, Grant Date, Grant Number. NOTE: Tran-amt is the Fund level Grant amount from the payment plan line items.	Grantee and Grant Management: Payment Plan tab. Fund Management: Grant Detail tab.
FundSummaryHistory	(Posted Grants) One record per year – annual summary statistics: Largest Grant, Number of Grants, Total Grants.	Fund Management: Summary tab.
Follow-Up	Can be related to Grants, GrantLineItem, Application, or ApplicationLineItem: Conditions, Dates Due, Dates Done, Expected Outcome, Actual Outcome, Closed (y/n).	Grantee and Grant Management: Application or Application History supertab – Conditions tab. Also available on the Conditions supertab.

Fund Report Tables

You may need the following tables to report or export general Fund record information.

Table	Fields	Location in FIMS
Fund	Fund records, including Fund codes.	Fund Management: Fund 1, Fund 2, and Yearbook tabs.
Fund-distributions	Fields from the Fund Distribution record.	Fund Management: Distributions tab.
Fund-Note	Fields from Fund notes.	Fund Management: Notes tab.
Fund-Rep	Fields from Fund Associations.	Fund Management: Fund Associations tab.

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