Viewing Current Foundation Fund Spending Report in OneSolution

   Overview   

This article will walk you through the steps to view current foundation fund spending report in OneSolution system.

 

In this article, you will learn the steps to access the Current Spending Budget Report in the ONESolution system.

1. Step 1

Endowment Spending Reports tab displayed

Click the Endowment Spending Reports tab.

2. Step 2

Endowment Spending Reports tab displayed with Current Spending link highlighted

Click the Current Spending Budget Report (F_GL712_CSB ) (F_GL712_CSB)  menu item.

3. Step 3

CDD Report Criteria Prompts page displayed with Enter the Fund Number field highlighted

The CDD Report Criteria Prompts page is displayed.

Enter appropriate information into the  Enter the Fund Number field.

Example shown here: " 78212 " in the Enter the Fund Number field.

4. Step 4

CDD Report Criteria Prompts page displayed with Submit button highlighted

Click the Submit button.

5. Step 5

CDD Report Criteria Prompts page displayed with Maximize button highlighted

A message window is displayed indicating the status of the report.

Click the Maximize button.

6. Step 6

Requested Report page displayed

The requested report is displayed. You can click the icon to the right of the PDF icon to export, print and more.