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    Scholarship Conditions Report / Export
    • 19 Sep 2023
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    Scholarship Conditions Report / Export

    • Updated on 19 Sep 2023
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    Scholarship Conditions Report / Export

    This report lists all Scholarship follow up records (conditions) that have a past due Due Date and no corresponding Done Date. This can be a useful reminder report for tracking Condition fulfillment.

    Once you run the report, you can export the data directly from the FIMS Viewer by clicking Export on the menu bar. You can then use the exported data to create a mail merge for reminder letters. Refer to Use Mail Merge with Exported FIMS Data  for more information on mail merge.

    NOTE: This report is identical to the Conditions Follow-Up Due Report / Export for Grants, except that it only accesses Scholarship records.

    NOTE: You can access this report / export from anywhere in FIMS by selecting Reports > Scholarships > Scholarship Conditions Report / Export. 

    Scholarship Conditions Report / Export Fields

    Field

    Description

    Grant Number

    The unique identifier for the Scholarship.

    Pmt. Line

    The specific payment line associated with the condition.

    NOTE: This will be 0 if there is only one payment for the Scholarship.

    SQ

    The sequence number (if any) that identifies each payment line associated with a journal entry.

    Applicant Name

    The applicant’s name and mailing address.

    Closed

    Indicates whether the condition is closed (yes or no).

    Staff Code

    The primary organization staff member working on the Scholarship application.

    Succ. Rank

    User defined code that rates the success of the Scholarship.

    Scholarship Amt.

    The total Scholarship amount.

    Date

    The Scholarship’s Grant Date.

    Program

    A brief description of the Scholarship.

    Condition / Date Due / Date Done

    Up to four Condition lines along with their corresponding Due Date and Done Date.

    Running the Scholarship Conditions Report / Export

    1. In the Scholarship Management module, select Reports > Scholarship Conditions Report / Export. The Scholarship Conditions Selection window opens.

    Scholarship Conditions Selection Window

    2. Enter the Selection Date that you want to use as the basis of your report. This date should be the past due date for the follow-up

    3. Select or clear any of the following checkboxes to determine what will appear on the report: 

    • Show Open Conditions: Lists any conditions that remain open as of the Selection Date.
    • Show Completed Conditions: Lists both open and closed conditions as of the Selection Date.
    • Show Expected Outcome: Prints any text entered in the Expected Outcome field on the Conditions tab.
    • Show Actual Outcome: Prints any text entered in the Actual Outcome field on the Conditions tab.
    • Show All Follow Up Records / Bypass Condition Selections: Lists all of the available follow-up records for the selected date.

      NOTE: If you select this option, all of the remaining checkboxes will be grayed out.

    4. Click OK.

    5. Configure the desired Selection and Sorting criteria as you would for any standard FIMS report and then click the Run Report button.

    6. If you want to export a data file to use in a mail merge, click Export on the FIMS Viewer menu bar.

    7. Verify the Send To destination and file name for the data file, and then click the Run Report button.

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