Generating Funder Reports

GrantLink report generation starts from an exact data scope, then uses AI to help draft a funder-ready narrative and presentation.

Start from the grant when possible

1. Open the grant.
2. Go to the Reports tab.
3. Click Create Report.
4. Review the selected grant, reporting period, and prompt in chat.

You can also start from Chats > New Chat, but make sure the report scope is explicit. Do not rely on the AI to guess which grants, programs, funders, classes, or dates should be included.

What the report can use

GrantLink can use synced QuickBooks transactions, GrantLink allocations, budget lines, fund receipts, funding share classifications, reporting cadence, uploaded context, and saved organization branding.

For exact funder spreadsheets, upload the workbook template from the grant Details tab. The AI can help generate workbook outputs when the template and required data are available.

Review before publishing

Before sharing a report:

• confirm the grant, funder, program, class/subclass, and date scope
• compare financial totals to the latest synced QBO data
• review budget variances and explanations
• remove internal-only notes
• confirm whether password protection is required

Publishing

Published reports can be shared by web link. Treat the link as sensitive financial information. Use grant-level report passwords when your plan and funder policy require extra access control.