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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
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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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