Documentation Index

Fetch the complete documentation index at: https://grantmaster.dev/llms.txt

Use this file to discover all available pages before exploring further.

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Feature Guide: Reporting & Exports

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Overview

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Key Capabilities

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Creating Reports

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Steps

1. Click New Report
2. Select a report type:
   • Financial Report — budget vs. actual, expense breakdown, cash flow
   • Narrative Report — project progress, outcomes, and impact
   • Activity Report — time tracking, team effort allocation
   • Compliance Report — compliance scores, policy adherence, audit findings
   • Combined Report — multiple sections in a single document
3. Configure parameters:
   • Date Range — reporting period
   • Projects — select specific projects or all
   • Grants — filter by grant or funding source
4. Choose included sections (e.g., executive summary, budget table, milestone tracker)
5. Click Generate
6. Review the report preview and make any manual adjustments
7. Download in your preferred format or Schedule for recurring generation

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Funder-Specific Templates

• Pre-configured templates matching common donor reporting requirements
• Automatic data population from project, expense, and journal records
• Template customization — adjust sections while maintaining required structure

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Using Funder Templates

1. Go to Reporting > Funder Templates
2. Select the relevant funder template (e.g., USAID, EU, World Bank, DFID)
3. Map your projects and grants to the template fields
4. Generate the report — data is pulled automatically from the mapped sources
5. Review and download

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Scheduled Reports

1. Create a report using the Report Builder
2. Click Schedule instead of generating immediately
3. Configure:
   • Frequency: Weekly, Monthly, Quarterly, or Annually
   • Day/Date: Which day the report should generate
   • Recipients: Email addresses for automatic delivery
   • Format: PDF, Excel, or both
4. The system generates and delivers reports on schedule

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Export Formats

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Downloads Manager

• View generation date, format, and file size
• Re-download previously generated reports
• Track who generated each report

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Use Cases

• Quarterly Donor Reporting: Generate a combined financial and narrative report using the USAID template, schedule it for the first Monday after each quarter end
• Board Meeting Preparation: Create a portfolio-level activity report covering all projects for the board meeting
• Annual Audit Preparation: Export comprehensive financial reports for all grants for the external auditor
• Team Performance Review: Generate activity reports showing time allocation by team member across projects
• Budget Reconciliation: Export expense data to Excel for detailed reconciliation with accounting systems

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Best Practices

• Use funder templates when available — they ensure you meet donor format requirements without manual formatting
• Schedule recurring reports — reduces manual work and ensures timely delivery
• Review AI-drafted narratives — AI can generate a solid first draft, but human review is essential for accuracy and tone
• Export financial data to Excel for complex analysis — the platform’s built-in views are designed for monitoring, not deep analysis
• Archive final reports in Document Brain — link them to the relevant grant for compliance tracking

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Limitations

• Report generation for large date ranges (12+ months) or many projects (20+) may take several minutes
• Scheduled reports use data as of the generation time — there is no “point-in-time” snapshot capability
• Funder templates are maintained by the GrantMaster team — custom donor templates require Admin configuration using the Report Builder
• CSV exports include raw data without formatting — headers match internal field names which may differ from display labels
• Report delivery emails are sent via Postmark — ensure recipient addresses are not on suppression lists