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First Time Grant Recipients

Beth Broomall

I'm trying to create a report listing organizations that have received a grant for the first time in our current fiscal year.. Any suggestions on how to search for this search?

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Comments

Paula Lentoni

I would run a report for all organizations who received grants, then sort by Year and add color to the FY you are researching.

Finally, sort the list alphabetically by organization.

Upon review, if there is an organization who stands out by color, only once, there are your new grants.

It's not perfect, but it will work!

Justin Finighan

Try this Advanced Search for Organizations:

EXISTS (SELECT * FROM Requests r WHERE r.Grant_Fiscal_Year = 2021 AND r.Disposition = N'Approved' AND r.Organization_ID = Organizations.ID) AND NOT EXISTS (SELECT * FROM Requests r WHERE r.Grant_Fiscal_Year <> 2021 AND r.Disposition = N'Approved' AND r.Organization_ID = Organizations.ID)

This query will list all Organizations that have received a grant in Fiscal Year 2021 and no other year.

Louisa Robinson

This is amazing - very helpful, thank you

Jen Hammerstrom

This is terrific, Justin. Thank you!