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 list of Project Grants provided by user, shows all GL Fund code(s) that distribute to that P/G. If the GL Fund Code is linked to an Endowed or Quasi Fund in DART, the Designation ID & Name are displ

 

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:

• Linked PG to Endowed

  • Displays all linked endowed or quasi fund information (including fund codes) to the given P/Gs. If the fund codes are linked to endowed or quasi funds in DART, the designation information is displayed.