Funding (InSight)

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

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

• Enterprise and Plus versions only

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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

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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

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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

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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

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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

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

• Enterprise and Plus versions only

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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

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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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