Understanding Report Types

GrantLink can help with several reporting jobs, but the most important choice is the data scope.

Grant reports

Use a grant report when one award is the reporting unit. Start from the grant Reports tab so the AI receives the grant context.

Typical contents:

• award and period summary
• budget vs actual
• allocated transactions
• fund receipts
• funding share or match status
• variance explanations
• narrative progress

Program and funder reports

Use program or funder reports when the report should combine multiple grants. Confirm the included grants before publishing. AI should not guess membership when a program or funder relationship is ambiguous.

Workbook reports

Use workbook reports when a funder requires a specific Excel form. Upload the sponsor workbook in the grant Details tab under Excel Templates, then generate an output from the saved template.

Internal reports

Use exports or chat summaries for internal review, such as:

• budget vs actual across active grants
• unallocated transactions
• vendor spending
• fund receipt status
• upcoming reporting deadlines
• grant closeout review

Published reports

Published reports are web reports that can be shared by link. They are useful for funder, board, or client-facing summaries, but they should be reviewed like any other financial deliverable.