Grant Requests Report

The Grant Requests Report is located in Match Programs on the CSRconnect Admin Portal. In Admin tools, Program Management, Match Programs, select Manage Requests for the applicable program, and then select Export Grants.

The following columns are available within the Grant Requests Report:

Note: Definitions in green are under review.

Term Definition
Employee First Name Employee’s first name Column data is from the HR file.
Employee Last Name

Employee’s last name

Column data is from the HR file.

Employee ID Column data is from the HR file.
Member ID The unique ID assigned to each user from the YourCause system.
Employee Email Employee’s email address Column data is from the HR file.
Employee Work City

City where employee works

Column data is from the HR file.

Employee Work State

State where employee works

Column data is from the HR file.

Employee Country Employee's country information from the HR file
Employee Work ZipCode

Postal code for employee’s work location

Column data is from the HR file.

Employee Work Region Employee work region data from the HR file.
Employee BU

Employee Business Unit

Column data is from the HR file.

Donation Type Donation type /transaction type
Grant Request ID Unique ID for a match/grant request
Designation The user's designation/directions included when they made their donation/pledge.
Grant Applied Date Date when the grant was entered into the system
Grant Modified Date Date in which the grant has changed in some way. Processing may also impact this date.
Requested Match Amount Originally requested amount for the match/grant
Approved Match Amount Approved amount for this grant
Hours Volunteered The total number of hours that this employee volunteered
Donation ID ID unique to the donation
Donation Amount Donation amount

For offline donations, this is the amount recorded.

All amounts shown are in USD.
Grant Status Comment

Any additional note relating to the grant status set.

Will only appear for re-submits or denied status if a comment was entered.

Receipt

Was a receipt uploaded for this grant?

- YES

- NO

Approvers Email Email address for the grant request approver
Charity Admin Verified

Does this charity have an approved admin within Blackbaud Verified Network?

Shows Pending if an admin has been submitted but not yet verified.

Charity Admin Email Charity/organization admin's email address
Charity Admin First Name Charity/organization admin's first name
Charity Admin Last Name Charity/organization admin's last name
Charity Name Charity/organization's name
Charity ID The unique ID in the YC system for this charity/organization
Charity EIN Charity registration ID according to the charity feed from Blackbaud Verified Network. This is the charity's official ID, and is also referred to as Tax ID, bank identification number (BIN), employer identification number (EIN), registration number, or Government ID.
Charity Address Charity’s address
Charity City Charity’s city
Charity State Charity’s state
Charity Country Charity/organization’s country
Charity Zip Charity/organization’s postal code
Charity Category Charity’s category based off of the National Taxonomy of Exempt Entities (NTEE) code or the respective country's charity classification system
Charity Foundation Code This code identifies the type of organization or the purpose for which it was established. One to four different codes may be present in this field.
Charity IRS Subsection The codes shown under section 501(c) of the Internal Revenue Code of 1986 which define the category under which an organization may be exempt.
External Organization Code Definition is forthcoming.
Is One Time

Will the system only withdraw the payroll pledge one time?

Deducted Amount Per Pay Check Amount subtracted per pay check for this grant request
Estimated Deduction Amount In Total Estimated annual total amount subtracted from all pay checks for this employee
Percentage If a deduction percentage is set for a payroll pledge (ex. - deduct 5% per pay check), the percentage is listed here.
Currency Code Local Local currency code
Estimated Payroll Periods Estimated number of applicable payroll pay periods.
Estimated Match Pay Periods Estimated number of applicable pay periods if the grant is a payroll match. It is based on the match program settings.
Question 1 Question - Question 20 Question Displays match questionnaire questions (if applicable).
Question 1 Answer - Question 20 Answer Displays match questionnaire answer (if applicable).
Flagged For YC admin use only