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Generating Grant Compliance Reports

Emily Yeomans
  • Updated

Grant Compliance Reports provide information about expiration dates of Compliance approvals. They print in landscape orientation.

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How to Generate a Grant Compliance Report

From the Grant Module, Reports menu, follow these steps to generate a Grant Compliance Report. Descriptions for fields and buttons for the Criteria Selection screen follows this section.

  1. Select Reports/Compliance Reports. The Compliance Criteria screen appears. 

    Compliance_Reports_Main_Menu.png

    Compliance_Criteria_Screen.png

  2. Select the desired Compliance Code from the drop-down menu. The code you choose here will provide primary report criteria. 
  3. For the remaining criteria, filter by the data that you want to populate your report. See Understanding Compliance Report Field and Button Descriptions below for an explanation of how your selection will affect your report output.
  4. Select the desired Report format from the drop-down menu.
  5. Click Print to generate the report. (You can learn more about navigating the report toolbar here.) 
  6. Print or Export the report, as desired. A dialog box appears. Click OK. IF you have selected Export, the system will prompt you to designate a file location for the exported file. You will be able to view and manage your exported report there. 
  7. Click Close to leave the Criteria Selection screen.

Understanding Compliance Report Field and Button Descriptions

Following are descriptions for the fields and buttons that appear in the Compliance Criteria screen for the Compliance Report. 

Field/Button

Description

Print Options

 

First Name

Choosing this option will include complete first names on the report.

 

First Initial

Choosing this option will include just first initials on the report.

 

Print Last Name First

If this option is selected, the last name will be listed first.

 

Exclude Date from Report

Choosing this option will exclude the date the report is run from printing on the report.

Grant Number

This option displays the type of number desired.

Expiration Due Dates Range

Will display the range desired to obtain Compliance approval expiration dates.

Report

Allows a choice of formats for displaying and printing.

 

 

 

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