Using the AI Report Builder

The AI Report Builder helps turn reviewed GrantLink data into draft reports. It should polish, organize, and explain numbers - not replace accountant review.

Start with scope

Use prompts that name the exact report scope:

• grant name
• funder or program, if relevant
• reporting period
• report type, such as progress, final, reimbursement support, or board summary
• whether to include transaction detail, budget variances, funding shares, or impact narrative

Example:

Create a Q2 progress report for the Community Health grant covering April 1 through June 30. Include budget vs actual, major variances, fund receipts, and a short narrative section.

Add context

The AI can use uploaded documents and chat context for narrative sections, such as program outcomes, photos, website copy, funder requirements, or board-ready language. Keep financial claims tied to synced GrantLink data.

Iterate safely

After the first draft, ask for focused revisions:

• "Shorten the executive summary."
• "Add a variance explanation for personnel."
• "Move transaction detail to an appendix."
• "Make the tone more formal for a government funder."

Publish only after review

Review the scope, totals, narrative, and privacy settings before publishing. Use password controls when needed. If the report must match an exact sponsor workbook, use the grant's Excel template workflow rather than relying on a free-form narrative report.