Pending Grants Report

The pending grants report batches transactions together for downloading (typically for board reviews and/or mass approvals). Transactions are locked either until they are removed from the batch or the batch has been processed. Supporting documentation can be uploaded to the batch. Then, transactions can be either posted or moved to the next approval status in bulk.

To access the Pending Grants Report, open the Menu from the FoundationHub homepage. Then, click “Operational Reports.” You may have to scroll down to see the Pending Grants Report.

The report should appear as seen below:

To run a report, you must select a “Form Type.” Otherwise, the “Run Report” button will not be clickable (as in the above image, where the “Form Type” field displays “None”).

Use the dropdown menu to select a “Form Type” and you will be able to run the report:

You can only run the report for one “Form Type” at a time. Once you select a “Form Type,” you can choose to add additional filters, or you can simply run the report. For more information on filters, click here.

Once you have run the report, you will see a list of all pending transactions for your desired “Form Type”:

Then, use the checkboxes on the left side of the list to select the transactions you wish to add to the batch. You can either select individual transactions or use the top checkbox to select all. Enter a title and click “Export” to create the batch.

Once you have exported the batch, you will be taken to the following screen:

From here, you can complete the following actions using the highlighted buttons:

1. Use the checkboxes to select a few specific or all transactions.

2. Remove the selected transactions from the batch or Approve all.

3. Attach a file to the batch.

4. Use the date box to add a “Pay Date” to the batch.

5. Return to the Grant batch list.

If you wish to post the batch, you must select the desired transactions, add a pay date, and click “Approve transaction (#).” You will be given the following prompt:

If you to choose to approve the batch, you will be taken to this screen: