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Outbound Funds Module Managed Package
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            Out of the Box Reports

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            Out of the Box Reports

            Learn which reports are available with Outbound Funds Module and how to access them.

            Out of the Box Reports

            Outbound Funds Module comes with some prebuilt reports.

            • Awarded Requests Sorted by Program Codes

            • Funding Requests by Program & Status

            • Awarded Requests by Year by Program

            • Requests with Open Disbursements

            • Parent Funding Program Analytics

            • Funding Program Analytics

            • Requests with Upcoming Milestones

            • Overdue Disbursements

            • Unscheduled Disbursements

            • Upcoming Disbursements

            View Reports

            Access Outbound Funds Module reports from the App Launcher.

            1. From the App Launcher (App Launcher), find and select Reports.

            2. Click All Folders.

            3. Click Outbound Fund Reports.

            4. Click the report name to run the report.

             
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            Salesforce Help | Article