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How do I exclude cancelled grants from my report
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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) :
- On the Selections tab, change the drop-down to the group of fields called Grant.
- Add (Grant) Status Code.
- Define it's limitations to be the status code that equals cancelled in your system.
- Click Selection Criteria.
- 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.
- 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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