Photorealistic illustration of a foundation records room lined with labeled grant binders.

Grant reporting

Grant reporting software for foundations

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

A report is not a second year of work

Grant reporting software often means export, retype, format, hope the totals match. That happens when the report is downstream of a system that never held the whole file.

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 awardee does not get a separate reporting product.

What the hub holds

The file for the grant. The documents that belong to it. The reports a specific funder or board packet requires. If the shape of a report changes, that is a template problem, not a reason to rebuild the year.

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

Reporting timeliness is part of the health score

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. Start there if the year is still in email.

Who grant reporting software is for

Foundations that owe a packet: to a board, to a funder, or to close a cycle. Staff who currently export, retype, and hope the totals match.

Grant reporting software for the funder side means the report is about the awards you made. It is not a grantee tool for reporting back to many funders.

What has to be on the file first

A report can only speak to what the record already holds. Program outcomes, reviewer scores, compliance dates, and the documents stored with the award. If those are still in email, start with grants management and grant tracking, not with a new export.

Questions

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.

Related

Grants management

What grants management is, and how Grantis works as a grants management system for foundations.

Grant tracking

Follow outcomes, due dates, and closeout after the award. Grant tracking software for the funder side.

Grant compliance

Required outcomes, completion, and a grant compliance platform that stays on the same record.

Grant review

Assign reviewers, set a scoring rubric, and take the file to a decision without a side spreadsheet.

If this is how your foundation works, contact us

Tell us how you run programs today. We will show you where Grantis fits.