Reporting & Analytics
Generate funder reports, track spending, and analyze your grant portfolio.
9 articles
Generating Funder Reports
Create draft funder reports from explicit GrantLink scopes, review synced numbers, and publish only after approval.
Understanding Financial Dashboards
Learn how to read and interpret GrantLink's financial dashboards for better grant oversight.
Exporting Data to Excel and CSV
Export scoped GrantLink data through chat or use grant workbook templates for repeatable Excel reporting.
Exporting Data for Board Presentations
Learn how to export grant data and create professional presentations for board meetings.
Using the AI Report Builder
Use AI to draft and revise reports from reviewed GrantLink data while keeping finance users in control of scope and numbers.
Understanding Report Types
Choose between grant reports, program or funder reports, workbook reports, internal exports, and published web reports.
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 by reviewing scope, synced numbers, privacy, and password controls before sharing.