How do I get the Individual Grantee Detail on an IRS 990 Grantee Report?
  • 03 Jun 2023
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How do I get the Individual Grantee Detail on an IRS 990 Grantee Report?

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Article summary

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 
  •  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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