How do I exclude cancelled grants from my report
  • 27 Jan 2023
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How do I exclude cancelled grants from my report

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Article summary

I do not want to see Cancelled Grants when I run my Grant History reports. How can I do this?

Answer:

When running Grant History Listing or Grant History by Funds reports (or most Grant reports) :

  1. On the Selections tab, change the drop-down to the group of fields called Grant. 
  2. Add (Grant) Status Code.
  3. Define it's limitations to be the status code that equals cancelled in your system.
  4. Click Selection Criteria.
  5. Click "NOT" in the middle of the window, drag it to the lower section and then move it to before the status code field and then OK.
  6. Run the report.

Note that cancelling a grant in the adjustment process will not automatically change the status code.  This must be changed in the upper left-hand corner of the adjustment screen when making the adjustment or later on the actual application record.


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