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Reporting & Analytics

Generate funder reports, track spending, and analyze your grant portfolio.

9 articles

Generating Funder Reports

Learn how to use GrantLink's AI-powered reporting to create professional funder reports in minutes.

Understanding Financial Dashboards

Learn how to read and interpret GrantLink's financial dashboards for better grant oversight.

Exporting Data to Excel and CSV

Learn how to export your financial data to Excel and CSV formats using natural language requests.

Exporting Data for Board Presentations

Learn how to export grant data and create professional presentations for board meetings.

Using the AI Report Builder

Master GrantLink's AI-powered report builder to create polished, shareable funder reports effortlessly.

Understanding Report Types

Learn about the different types of reports you can create in GrantLink and when to use each one.

Grant Budget vs Actual Reporting in QuickBooks Online

Master budget vs actual reporting for grants in QuickBooks Online—from setting up class budgets to running variance analysis reports for funders.

Reporting Cycles and Deadline Workflow

Set cadence correctly, monitor due items, and keep reporting deadlines from slipping.

Publishing Secure Funder Reports

Publish web reports safely with review controls, access decisions, and audit-ready context.

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