Export Payment Details

An Excel or CSV file detailing payments associated with a specific program can be exported from GrantsConnect using the Data Hub tools.

  1. Navigate to the Reporting > Data Hub > Payments area.

  2. Select the Build new export button.

  3. From the Payment Export screen, specify the information to be included in the export.

    1. Provide a name for the export. This is the name under which the export will be saved in GrantsConnect.

    2. Include a brief description.

    3. Specify the start date and end date to narrow the export results.

    4. Select a batch to be included in the export. If a batch is not selected, then all batches will be included in the file.

    5. Select any programs to be included in the export. If no programs are selected, then all programs to which the user has access will be included in the file.

    6. Select any payment statuses to be included in the export. If a status is not selected, then all statuses will be included in the file.

    7. Specify the file type (i.e., Excel, CSV).

    8. Determine if masked Applicant information should be included.

      Warning: If the user does not have the Grant Application - Can View Masked Data permission, this information will not be included in the export even if this option is enabled.

    9. Determine if archived payments should be included.

  4. Select Build to generate the export.

Depending on the size of the programs selected, it may take a few minutes to generate the export file. The system will automatically send an email to the user that initiated the export when the file is ready.