Exporting Data to Excel and CSV

GrantLink supports exports for finance review, audit support, board packets, and funder requests. Exports are most useful when you ask for a specific scope and format.

Export through chat

Open Chats > New Chat and ask for the data you need. Examples:

• "Export allocated transactions for the Community Health grant from January 1 through March 31."
• "Create a CSV of unallocated expenses over $1,000."
• "Download vendor spending for active grants this fiscal year."
• "Create an Excel workbook with budget vs actual by grant."

When the export is ready, use the download card in the chat response.

Export workbook templates

For funder-specific Excel forms, open the grant Details tab and upload the workbook under Excel Templates. GrantLink stores the template with the grant so future report runs can reuse the same sponsor form.

Be specific

A good export request names:

• grant, funder, program, or organization scope
• reporting period
• columns needed
• whether you want transaction detail or summary totals
• Excel or CSV format

Check the numbers

Exports are based on the latest synced GrantLink data. If the export is for a funder, auditor, or board packet, check Settings > QuickBooks Sync first and run a sync if the data may be stale.

Exit planning

Because QuickBooks remains the accounting source of truth, GrantLink exports are mainly for GrantLink-native workflow records, report packets, board materials, and audit support. For a fuller vendor-risk summary of what GrantLink stores versus mirrors from QuickBooks, see AI, Security, and Vendor Risk FAQ for Boards.