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Funding (InSight)

Reports listed in the category are typically those related to the Funding Source records related to Client Funding and Course Section Funding.


Client Funding
Displays list of Client Funding records displayed in a column format.

  • Enterprise and Plus versions only

Client Funding Balances as Invoiced
Displays list of Client Funding balances based on the invoiced amount and displayed in a column format.

  • Enterprise and Plus versions only

Client Funding Balances as Paid
Displays list of Client Funding balances based on payments and displayed in a column format.

  • Enterprise and Plus versions only

Client Funding by Assignment
Displays list of Client Funding records grouped by Client Assignment and displayed in a column format.  Note that Funding and Assignments are not directly linked.  This report will display all the Client's funding records per Assignment.

  • Enterprise and Plus versions only

Client Funding Overlap
Displays list of Client Funding records that overlap based on dates and displayed in a column format. (InvoiceB and InvoiceC only)

  • Enterprise and Plus versions only

Client Funding Overlap - InvoiceA
Displays list of Client Funding records that overlap based on dates and displayed in a column format. (InvoiceA only)

  • Enterprise and Plus versions only

Course Section Funding
Displays list of Course Section Funding records displayed in a column format.

  • Enterprise and Plus versions only

Course Section Funding Balances as Invoiced
Displays list of Course Section Funding balances based on the invoiced amount and displayed in a column format.

  • Enterprise and Plus versions only

Course Section Funding Balances as Paid
Displays list of Course Section Funding balances based on payments and displayed in a column format.

  • Enterprise and Plus versions only


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