Archived? Filter in All Disbursements and Reporting Grids in Stewardship

A client was trying to run reports of current awards in Stewardship and was finding archived awards that were throwing off his reporting/reconciliation between Scholarship and Stewardship. The Fund Disbursement and Encumbered Funds grids have this option now, and the client would just like this replicated within Stewardship. 

Also, as clients go through more cycles, these grids will get longer and longer, so it would be nice to be able to filter out disbursements from archived opportunities and allow clients to focus on the current cycle of awards.

The current workaround was to filter out awards that didn't have an award period or exclude certain award periods. 

  • Deleted User
  • Sep 13 2017
  • Reviewed: Voting Open
Employee Name Dana Griffin
Client Name "shard name" foster-washington
User System Admin , Stewardship Admin
Functional Unit Grids
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  • Mary Trautman commented
    June 26, 2019 20:58

    For clients who have several years of award data but are just now implementing stewardship and only want to show recent awards, this would be helpful.

  • Guest commented
    June 26, 2019 20:30

    Manhattan would also like to see an Archived column added to the grids