I am using "Related Grants/Gifts" to track funding that is designated to support another larger grant or gift. I would like to run a report for all "Related Grants/Gifts" showing Opportunity Name, Account Name, Amount, etc. Thanks very much in advance.
If your Related Grants/Gifts are set up as a custom lookup field on Opportunities (which is common), you can report on them by creating a custom report type.
Go to Setup, then to Report Types, make a new report type with Opportunities as the main object, and include your Related Grant/Gift lookup field. Then build your report, add columns like Opportunity Name, Account Name, Amount, etc.
When you run the report, filter to show only records where that lookup field isn’t blank. That’s it, you’ll get a clean list of all your related grants or gifts.
