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 Projects > Funding > 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.