Emailing Federal Financial reports for multiple funding sources

Use this procedure to email reports individually, for a funding source group, or for all eligible funding sources. The funding source and through date are automatically included in the body of the email.

  1. Select Federal Financial Reports.
  2. Select Email Federal Financial Reports.
  3. Specify this information:
    Funding Source Group
    Select a funding source group to create the reports. If a funding source group does not exist, then use Edit Mode to create one. Use any dimension on the finance dimension 2 business class to define a data group. We recommend that separate groups are created for IDM and non-IDM reports. To include all eligible funding sources, this field must be blank.
  4. Specify the To and From email addresses, whether to use an IDM template, specify a subject line, and select the IDM email template to use.
  5. Click Submit.