Reports - Grants/Funding Codes

"Funding Codes", a/k/a "Grants", a/k/a whatever label an administrator might have applied, typically appear like "01 LSC" and "42 VAWA", etc., when picking the funding code on a case or timeslip. This is actually a combination of the "Code" and "Source" fields.

In reports, if you want to see both, you need to add both. There isn't a combined field like there is on some forms.

If you see a "Funding Code(s) [Funding Code]" subtable on a report, remove it, and use the new, much shinier, version.

Subtables and Columns

The Code and Source columns live under a Funding Code subtable. The location of that subtable varies depending on the top level table of your report:

Case Data > Case Funding Code > Funding Code

Timekeeping > Funding Code (for the funding code on the timeslip)

Timekeeping > Cases > Case Funding Code > Funding Code (for the funding code on a case if the timeslip is linked to a case)

Outreach > Funding Code Connection > Funding Code

Activity > Matter > Case Funding Code > Funding Code

You get the idea.

User-Friendly Filters on Funding Codes/Grants

If you want a nice filter for funding code on a report, where "nice" is defined as the combination of the Code and Source fields (like "01 LSC" and "42 VAWA") use the following fields:

For the funding code on a Case:

Case Data > Case Funding Code > Funding Code > ID column (it might be listed as "Database ID").

For the funding code on a timeslip on a case report:

Case Data > Timekeeping > Funding Code > ID

For the funding code on a timeslip on a Timekeeping report:

Timekeeping > Funding Code > ID

For the funding code on an Outreach:

Outreach > Funding Code Connection > Funding Code > ID

Note that this column will contain numerical values and you cannot add a breakdown or unique count, but you will still get the nice filter values you are looking for. To avoid confusion, we highly recommend changing the column header to something helpful like "Case Funding Code Filter", "Timeslip Funding Code Filter", etc. before adding the column as a filter, and then hiding it. You can hide this column and still filter on it.

Filters on older reports based on the Source field will continue to function, but will continue to have an issue if the Source field text is the same on two or more grants. The ID field does not have this issue.

Primary and Secondary Funding Codes

These subtables do not appear on most sites.

If they do appear on your site, do not use these subtables unless you know you need them.

These subtables are notorious for making reports very slow to load or not load at all unless tightly filtered.

Case Data > Primary/Secondary Funding Codes (Combined)

This table has two fields, one for Primary and one for Secondary.
Both fields will automatically display all active codes into one 'cell', so a case with multiples won't create two or more rows in reports.
The filter for each field lists the respective funding codes, and displays them in the form "code space source", or "1234 Title III".
These are often the preferred fields because they cannot inadvertently cause a report to produce more than one row per case.

Case Data > Primary Funding Code

This table has all the fields available for a funding code: start/end date, code, source, etc.
You may need this subtable if you have imported cases with multiple primary funding codes.

Case Data > Primary/Secondary Funding Codes (One Row Per Code)

This table has all the fields available for funding codes, including the Primary field to distinguish primary funding codes.
As the name indicates, this table produces one row per code, not per case.