Generating Funder Reports

GrantLink's AI-powered reporting helps you create professional funder reports quickly and accurately.

Starting a Report

1. Navigate to Reports in the sidebar
2. Click New Report
3. Select the grant to report on
4. Start a conversation with our AI assistant

Talking to the AI

Our AI assistant understands natural language. Try prompts like:

• "Generate a Q3 financial report"
• "Create an annual progress report"
• "Show spending by category for January through June"
• "Compare budget to actuals for personnel costs"

Report Components

Reports can include:

Financial Summary

• Total budget vs. spending
• Spending by category
• Remaining funds
• Burn rate analysis

Transaction Details

• Individual expenses by category
• Vendor breakdown
• Timeline of spending

Charts and Visuals

• Budget vs. actual charts
• Spending over time
• Category breakdowns

Narrative Sections

• Program accomplishments
• Challenges and solutions
• Upcoming milestones

Editing Reports

After the AI generates a report:

1. Review the content
2. Click to edit any section
3. Ask the AI to revise specific parts
4. Add screenshots or images

Sharing Reports

Shareable Links

1. Click Share when your report is ready
2. Choose visibility settings
3. Optionally set a password
4. Copy the link

Exporting

Reports can be exported as:

• PDF (for attachments)
• Print-ready format

Report Templates

Save time with templates:

1. Create a report you like
2. Click Save as Template
3. Use it for future reports

Best Practices

1. Start early - Don't wait until the deadline
2. Use actual data - Let GrantLink pull real numbers
3. Review carefully - AI is helpful but verify important details
4. Keep it concise - Funders appreciate brevity