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      Unposted Application Export w/ Fund Rep
      • 08 Aug 2023
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      Unposted Application Export w/ Fund Rep

      • Updated on 08 Aug 2023
      • Contributors
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      Article summary

      Unposted Application Export w/ Fund Rep

      This export is similar to the Unposted Application Export except that it is based on the application payment plan line items. If an application has a payment plan with more than one line item, each line item will produce an export record. This export also includes information about the Fund representative for each application.

      When you run the report, there are two additional tabs on the FIMS Report Selections window – Fund Rep Affiliations and Fund Rep Mailing.

      You can use the data file from this export to create Donor advised award letters where you want to provide the Grantee with the name and address of the Donor advisor.

      Keep in mind that some Donors will be anonymous or prefer not to be contacted. You can create a conditional merge based on the Grant Letter code in the Fund record that can produce a slightly different letter depending on whether the Donor wants to receive a formal appreciation, or not, or if they want to remain anonymous.

      Refer to Using FIMS with Microsoft Office for more information on using mail merge, and call FIMS Support for help with setting up the conditional merge.

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

      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 Line 1-5

      Region Code

      Notes

      Program Officer

      Program Officer Title

      Start Date

      End Date

      Required Date

      Strategy

      Project

      Region

      Program

      Population

      Committee

      Committee Date

      Contact Phone

      Fund Rep Name

      Fund Rep Address 1-2

      Fund Rep City, State, Zip

      Fund Name

      Fund Amount

      Grant Letter

      Fund ID

      Pop-Disability

      Fund Rep Salutation

      Charity Number

      Grantee ID Code

      Fund Rep ID Code

      Grantee Budget

      Program Officer Email

      Fund Rep Organization

      Fund Rep Country

      Fund Rep County

      Fund Rep Email

      Fund Anonymous

      Fund Rep ASF

      Profile Explore Directory

      Funds Explore Directory

      Fund Rep Explore Directory

      Division Name

      Division Address 1-2

      Division City, State, Zip

      Division Email

      Division Web Site

      Division Explore Directory

      Application Explore Directory

      Donor Advisor Explore Directory

      Payee Explore Directory

       

      Running the Unposted Application Export with Fund Rep

      1. In the Grantee and Grant Management module, select Reports > Application Reports > Unposted Application Export w/ Fund Rep. The FIMS Report Selections window opens.

      2. Configure your Selections and Sorting options as you would with any standard FIMS export, and then click the Fund Rep Affiliations tab.

      3. Select the desired affiliation code(s) from the left-hand pane and click the Add button.

      4. Click the Fund Rep Mailing tab.

      5. Select the type of Salutation that you want to use for each Fund Rep.

      6. Click the arrow in the Direct Mail to Address Type drop-down box and select the address type you want to use for the mail merge (for example, home or business).

      7. Select the date that you want to use for the mailing. FIMS uses this date to determine if an alternate address should be used for a given Profile.

      8. Select any of the following mailing options that you want to use: 

      • Final Sort for Zip Code: If you select this checkbox, records are sorted based on their zip code (useful for sorting letters in bulk mailings).
      • Ignore Allow Mail Flag in Profiles: If you select this checkbox, a letter will be generated regardless of whether the Allow Mail checkbox is select in the Profile record.
      • Capitalize Addresses: If you select this checkbox, all of the addresses will be capitalized.

      9. When you are finished, save the export as a Default, and then click the Run Report button.

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