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How do I report on Funds in Advanced Reporting?
How do I report on Funds in Advanced Reporting?

Video Tutorial

Natalya Taylor avatar
Written by Natalya Taylor
Updated over a week ago

Note: You must be a level 5 administrator for your organization in order to create and administrate Funds.
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You can add the following data from any Funds

Total Awarded

The total amount across all funds awarded to a submission.

Total Paid

The total amount across all funds paid to a submission.

Note: Individual fund data can be added to an Advanced Report as well. When an individual fund is selected, you have the option to add the following from an individual fund:

Total Awarded From Fund

The total amount awarded from the particular fund.

Total Paid From Fund

The total amount paid from the particular fund.

Individual Awards:

Each individual amount awarded from an individual fund. If a submission was awarded more than once from a fund, each award amount will appear in the report as a separate column with a unique identifier.
Eg. Individual Awards [1] (Fund Name)

Award Dates:

The dates of when each individual amount was awarded from an individual fund. If a submission was awarded more than once from a fund, each award date will appear in the report as a separate column with a unique identifier matching the Individual Award identifier.
Eg. Award Dates [1] (Fund Name)

Individual Payments

Each individual amount paid from an individual fund. If a submission was paid more than once from a fund, each paid amount will appear in the report as a separate column with a unique identifier.
Eg. Individual Payments [1] (Fund Name)

Payment Dates

The dates of when each individual amount was paid from an individual fund. If a submission was paid more than once from a fund, each payment date will appear in the report as a separate column with a unique identifier matching the Individual Payment identifier.
Eg. Payment Dates [1] (Fund Name)

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