I am a Grants Administrator and want to separate my community investments from the employee match benefits processed by our Engagement Specialist. I can go to Transactions and filter by Program so that I can easily report on just the grants. The problem is that I want to see more detail about disbursement status and any relevant dates in that process.
If I go to Payments, I can get the details I want but I can't filter by Program. We have hundreds of employees making donations - which is wonderful - but it adds a lot of extra payments that are not related to my programs. Without the Program filter, this report creates too much extra work for me to make it useful. The Portal also provides more detail that what I can see in GrantsConnect, so this is my preferred source.
| Client Name | Alticor |
| Employee Name | Michele James |