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    Unposted Application Export
    • 19 Sep 2023
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    Contents

    Unposted Application Export

    • Updated on 19 Sep 2023
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    Article summary


    Unposted Application Export

    This export creates an ASCII data file that you can use to create mail merge letters and other communication with applicants.

    The export includes information about unposted applications, but when you run the export, you are also given the option to include historical application information for each Grantee.

    NOTE: You can create Contacts or add Affiliation codes to each unique Profile ID code included in this export. Refer to Creating Contacts from Reports and/or Exports in the Introduction, and Adding Affiliations from Reports and/or Exports in the Profile Management module for more information.

    NOTE: You can access this export from anywhere in FIMS by selecting Reports > Grants > Application Reports > Unposted Application Export.

    Exported Fields

    The following information is included in the data file in this export:

    Field

    Field

    Field

    Name

    Title

    Organization

    Address 1-2

    City, State, Zip

    Salutation

    Received Date

    Requested Amount

    Board Date

    Grant Number

    Grant Amount

    Grant Date

    Fund

    Description

    Recommendation

    Action

    Status

    Request Type

    Program Name

    Recommended Amount

    Payment Lines 1-5

    Region Code

    Notes

    Program Officer

    Program Officer Title

    Start Date

    End Date

    Required Date

    Strategy

    Project Description

    Region

    Program

    Population

    Committee

    Committee Date

    Contact Phone

    Project Code

    Review Date 1-3

    Review Comment 1-3

    Actual Outcome

    Condition Date 1-4

    Condition 1-4

    Date Done 1-4

    Expected Outcome

    Success Rank

    Charity Number

    Batch

    Profile User Code 3

    Prior Grants

    Grantee Comment

    Effect

    County

    Sub Program Area

    Age Group

    Disability

    Economic Group

    Gender

    Ethnic

    Payee or Fiscal Sponsor ID Code

    Payee Attention

    Payee Name

    Payee Address 1-2

    Payee City, State, Zip

    Payee Zip

    Payee Country

    Grantee Budget

    Alternate Contact

    Fund Line 1-5

    Fund ID Line 1-5

    Amount Line 1-5

    Date Line 1-5

    Grantee ID Code

    Program Officer Email

    Executive Name

    Any Anonymous Payment Lines (yes / no)

    Profile Email

    Web Site

    Donor Advisor ID Code

    Donor Advisor Name

    Donor Advisor Organization

    Donor Advisor Business Title

    Donor Advisor Address 1-2

    Donor Advisor City, State, Zip

    Profile Explore Directory

    Application Explore Directory

    Donor Advisor Explore Directory

    Fun 1 – 5 Explore Directory

    Payee Explore Directory

     

     

    Running the Unposted Application Export

    1. In the Grantee and Grant Management module, select Reports > Application Reports > Unposted Application Export. The Application Selection window opens.
    Application Selection Window

    2. Do one of the following:

    • If you do not want to include historical information in the export, click the Do Not Export Historical Applications button.
    • If you want to include historical information in the export, enter the date range that you want to include, and select whether you want to include Approved Grants Only, Approved and Denied Applications, or All Application History. Once you have selected the data to include, click the Export Historical Applications button.

    3. Configure the desired Selection and Sorting criteria as you would for any standard FIMS export, and then click the Send To tab.

    4. Verify the path and file name for the export file.

    5. (Optional – but recommended) Click the Saved Reports tab to save the export configuration as a default for later use.

    6. Click the Run Report button.

     

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