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How do I get the Individual Grantee Detail on an IRS 990 Grantee Report?
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I ran my 990 report, but I don't see the detail for the Individual grantees. How do I get that information?
Answer:
Run the IRS 990 Grantee Schedule:
Reports > Grants > Grantee Reports > IRS 990 Grantee Schedule
Reports > Grants > Grantee Reports > IRS 990 Grantee Schedule
- Make selections and click Ok
- Choose Send to Spreadsheet and enter the file path,
- Click Save and then Run Report
- You'll get a message telling you where the three files are exporting to: Part 2, Part 3 and Part 3 Detail.
- Part 3 Detail is the Individual Grantee detail. Click Ok through the next few screens.
- Go to Excel and open the Part 3 Detail file that you exported
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