FIMS Online Help has a chapter on datagrids and you can access it by going to Help > FIMS Help online.
Once in FIMS Help you can open the chapter by clicking on Introduction to FIMS > The FIMS Interface > and finally Data Grids.
You should read through all the topics to get completely familiar, but here is a basic approach:
  1. Navigate to the base module you want to use. For example, a grid that will pull in gift information would probably be created in the Gift module.  If you are looking at historic gift activity, then you should go to the Gift History tab.
  2. Once there, you should be looking at a Default View.  Views, browsers and grids are all words used to talk about the same thing.  They are the excel-like screen that shows you the records available when you click on a tab.
    • You can browse through the records ( hence "Browser")
    • You can view the records that match your selections (hence "View")
    • It looks like a grid of data (hence Data Grid)
  3. The easiest way to start is to click on the View Settings button/icon in the top left or right-click in the center of the grid and click View Settings
  4. Click Save As to use the existing View as a base.  Enter in a name.  Choose Full or Opt depending upon whether you will be pulling information from more than one table.  Full views must be chose for multiple tables of affiliation code selections.  You can always change an Optimized to a Full view, but not vice versa.
  5. Click on Tables and choose your table combination.  This is the trickiest part
    • Choose a combination with the fewest tables to fit your needs. i.e. don't choose gifthistory, funddetailhistory, donor,profile if all you need are fields off the gift record.
  6. Once you have chosen your table, click Save.
  7. Navigate to the columns tab and choose the columns for your grid - think of these as the columns in an Excel spreadsheet.
    • Use the move up and down buttons to move the columns left ( up) and right (down)
    • Click on the Selections tab to filter your records the same as you would in a report.
    • Remove any columns you don't want.
  8. Click Save periodically.  If you want to see what you have created, click Generate.
  9. If you need to add columns or change your selections just click view settings again and make your changes, click Save and Generate.
  10. Other questions like these have answers in Online Help, other KB articles, a training class, or can be obtained by asking a support question:
  • Why do I have multiple lines for records?
  • Why didn't the right data show up?
  • How do I change that?
  • Can I change the sort?
  • How do I use calculations?