Tags
Project Grant, P/G, Endowed, Quasi Fund BusinessObjects
Where is it?
Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ATPKaCZHmDpBla8LApN1YME
BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Stewardship Reports/
What does it do?
This Report
The Report is designed to pull Endowed and Quasi Funds associated with Project Grants.
This report can be used to:
1. Identify linked endowed designations to record scholarship recipients.
2. Determine if a Project Grant is receiving distributions from more than one Endowed/Quasi Fund.
For a list of Project Grants provided by user, shows all GL Fund code(s) that are distributed to that P/G. If the GL Fund Code is linked to an Endowed or Quasi Fund in DART, the Designation ID & Name are displayed.
Keywords
Project Grant, P/G, Endowed, Quasi Fund
Why use this report?
This report can be used to:
1. Identify linked endowed designations to record scholarship recipients.
2. Determine if a Project Grant is receiving distributions from more than one Endowed/Quasi Fund.
How to use this report?
Scheduling
Please refer to this article for more information on scheduling reports: https//teamdynamix.umich.edu/TDClient/83/Portal/KB/ArticleDet?ID=7265
Running the Report Directly
Click the highlighted icon to bring up the user prompts.
If the report is taking too long to run, schedule the report (see above).
Prompts
You then need to set the prompts. (Prompts act as questions that help you to customize the information in a report to suit your own needs!)
Report Tabs
There is one report tab: