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    Grants by Program Area Report
    • 08 Aug 2023
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    Grants by Program Area Report

    • Updated on 08 Aug 2023
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    Article summary


    Grants by Program Area Report

    This report lists outstanding commitments before and after a user defined date range, along with any new Grants that were approved and any payments that were made during the given date range.

    The report is sorted based on Program Area, and each area is listed on a separate page.

    Along with the standard Selection options, you can set Format options when you run the report. For example, you can choose to include or exclude Grant numbers or add a summary of Grantees.

    NOTE: Since the report is automatically sorted based on Program Area, there is no Sorting tab available when you run the report.

    NOTE: You can access this report from anywhere in FIMS by selecting Reports > Grants > Grants by Program Area.


     

    Grants by Program Area Report Fields

    Field

    Description

    Commitments Outstanding Before

    Any Grant amount that was outstanding before the beginning of the selected date range.

    New Grants Approved

    The amount of any new Grants that were approved during the selected date range.

    Payments on Grants

    The amount of any payments that were made on approved Grants during the selected date range.

    Commitments Outstanding After

    Any Grant amount that was outstanding after the end of the selected date range.

    Program Area

    User-defined code that identifies the program or field of interest area for the Grant.

    Grantee Name

    The Grantee’s report name.

    Grant Number

    The sequential number that is used to identify the Grant.

    Program Name

    The name of the philanthropic project related to the Grant.

    Description

    A text description of how the Grant dollars will be used.

     Running the Grants by Program Area Report

    1. In the Grantee and Grant Management module, select Reports > Grants by Program Area. The FIMS Report Selections window opens with the Format tab selected.
    Format Tab

    2. In the Report Formatting Options section, select or clear the following checkboxes to determine the report format:

    • Include Grant Numbers: Adds the Grant number to the left of each Program Name on the report.
    • Use Dotted Lines: Adds a dotted line to separate the Grants from each other.
    • Summarize Grantees: Displays only the Program Name for each Grant in the list.
    • Capitalize the Program Name / Description: Prints the Program Name and Description for each Grant in all capital letters.

    3. Click the arrow in the Interfund Include Options drop-down box and select the Grant types that you want to include in the report: Include All Grants, Exclude Interfunds, or Interfunds Only.

    4. Click the arrow in the Name / Description Display Options drop-down box and select the desired display option: Both Program Name and Description, Program Name Only, Description Only, or None.

    5. In the Column Date Selections fields, select the date range that you want to use as the basis for your report.

    6. Configure the Selections, Defaults, and Send To information as you would with any standard FIMS report, and then click the Run Report button.

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