GIFTS® and Essential GIFTS®

This supplemental user information is applicable to all GIFTS and Essential GIFTS users who have the Foundation Center Export Report in their standard reports library. You can use this report to create an electronic file for exporting your grants information to the Foundation Center.

Through GIFTS comprehensive reporting tools, foundations can export grants data from your reports library directly to the Foundation Center. With GIFTS you can ensure you are communicating the most accurate and up to date grant information to the Foundation Center and the philanthropic community.

Instructions to create an export file for the Foundation Center.

Please visit the GIFTS Support Area at www.microedge.com/support/giftsuserarea to access the updated report template and documentation. Also refer to the GIFTS 6 Reports Guide, which gives full instructions, including which data is exported.

1. Go to View > Reports.
2. From the Requests folder, choose the Foundation Center Export Report.
3. If necessary, specify the grants you wish to include in the export using the New Search or Select Search buttons.
4. Click the Run selected report icon. The report is generated and displayed using the Crystal Reports viewer. Please note that since this file is intended for export, it is not formatted for printing.
5. When the report has finished processing, click the Export Report button on the Crystal Reports viewer toolbar located at the top of the report. You are prompted to choose a file format and destination for the export.
6. Choose 'Tab Separated Text (TTX)' as the format, and 'Disk file' as the destination. Click OK. You are prompted to provide the file name and location for the export file.
7. Enter the file name and location, and click Save. The export file is saved, and you can transmit it to the Foundation Center.

If you require Technical Support, please call (877) 704-3343 or e-mail helpdesk@microedge.com.