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Grant reporting

Grant reporting software that is not a second year of work.

Grant reporting software should come from the file you already keep. Grantis stores the documents and generates funder-specific reports from the same grant record.

The stall

Export, retype, format, hope the totals match.

The board packet is a second year of work when the report is downstream of a system that never held the whole file.

Grant reporting software often means that rebuild. Outcomes live in one sheet. Scores live in a form. Dates live in an inbox. Someone spends the week before the meeting making those three agree.

If the shape of the packet changes, the year gets rebuilt again. That is a template problem wearing a data problem’s clothes.

The hold

Grant reporting software comes from the file you already keep.

The Document and Reporting Hub in Grantis is storage plus generation. Award documents, compliance documentation, and funder-specific reports sit with the grant. The outcomes, scores, and dates already on the record are what the report can speak to.

The Foundation Operations Health Score includes reporting timeliness. If packets are always late, that should show up as an operational fact, not as a feeling in the week before a board meeting. Tracking and compliance feed this page. If those are not on the record, there is nothing honest to report.

  • Documents stored with the grant
  • Funder-specific report generation
  • Compliance documents on the same record
  • Numbers drawn from outcomes, scores, and dates already entered

Who it is for

For foundations that owe a packet and are tired of rebuilding it.

Staff who currently export, retype, and hope the totals match. Board packets, funder-specific reports, and closeout documents, on the funder side, about the awards you made.

It is not a grantee tool for reporting back to many funders. A report can only speak to what the record already holds. If those facts are still in email, start with grants management and grant tracking, not with a new export.

Before you write us

Grant reporting software produces the reports a foundation owes: to a board, to a funder, or to close a cycle. In Grantis those reports are generated from the grant record, not from a year rebuilt in a spreadsheet.
From the same file: program outcomes, reviewer scores, compliance completion, and the documents stored with the award. The Document and Reporting Hub is the place those become a packet.
Yes. If a funder or a board wants a different packet, that is a template problem. The outcomes, scores, and dates are already on the record.
The foundation. Board packets, funder-specific reports, and closeout documents. It is not a product for a nonprofit to assemble reports for every funder it has.

If this is the stall you have, write us.

Tell us how you run programs today. We will show you where Grantis holds the file.