1. Add the User Defined Fields to track grants in eTapestry

2. Add grants into eTapestry

3. Create a query for Grant Journal Entries that have amounts by clicking Queries.
  • Click Queries.
  • Click Manage Queries.
  • Under the desired Category, click New Query.
  • Enter a name for the Query, such as Grant Contacts with Amounts.
  • For Starting Query, select Query Category of Grant Tracking Queries and Query of All Grants - JE.
  • For Results, set Data Return Type to Journal Entries.
  • Under Criteria Options, set Criteria Matching to Match at least one criteria.
  • Under Browse Fields, select UDFs - Contact in the drop-down.
  • Find Grant Tracking Information fields.
  • Select the field Requested Amount and mark Field has any value,
  • Select the field Amount Awarded and mark Field has any value,
  • Select the field Amount Funded and mark Field has any value,
4. Set up the report from the Query in step 3:
  • In upper left, set Tasks to Run Report.
  • Click Save And.
  • On the Report Categories list, find the desired category and click New Report.
  • Enter a Report Name, such as Grant Totals by Account.
  • Under Group Results, set Group By to Account, and under that Collapse Groups.
  • For the Report Columns, click on Account Name to add that field.
  • Under Browse Fields, select User Defined Fields:Journal in the drop-down.
  • Scroll down to the Grant Tracking Information group of fields.
  • Click on Requested Amount to add that field.
  • Click on Amount Awarded to add that field.
  • Click on Amount Funded to add that field.
  • In the selected fields on the right, click the three dots beside Requested Amount.
  • Set Aggregate to Sum.
  • In the selected fields on the right, click the three dots beside Amount Awarded.
  • Set Aggregate to Sum.
  • In the selected fields on the right, click the three dots beside Amount Funded.
  • Set Aggregate to Sum.
  • Click Save and Run.
  • On the report launch screen, set the step 3 Delivery Options. Click Submit.
5. To run the report in the future:
  • Click Reports > Manage Reports (or the category or report if visible on the menu).
  • Review the Report Categories to find the report.
  • Click Run Report under the report's name.
  • On the report launch screen, set the step 3 Delivery Options. Click Submit.