Higher Ed – Grant Overview Report

What is a Grant Summary Report with Awards and Encumbrances? Grant Summary Reports are considered grant analysis tools and are used by financial officers and grant managers to analyze financial metrics for grants. Some of the main functionality in this type of report is that it shows grant awards by school with grouping and sub-totals by grant type. In the columns, you find Granted Award, Encumbered Amount, and Balance. The chart on top of the report shows the total granted awards by grant type. You find an example of this type of report below.

Purpose of Grant Summary Reports Universities and colleges use Grant Summary Reports to provide managers with an easy to read financial status of grants by school. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a higher education institution can improve its grant strategies and related decisions, and it can reduce the chances that the grants are over- or under-encumbered because managers don't keep a keen eye on grant balances.

Who Uses This Type of Report? The typical users of this type of report are: Financial officers, grant managers. Other Reports Often Used in Conjunction with Grant Summary Reports Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Grant Summary Reports, along with  grant dashboards, encumbrance reports, grant detail reports, financial statements, grant budgets and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from dedicated grant management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for higher education finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Higher Ed – Grant Overview Report in Solver? The Higher Ed – Grant Overview Report is a pre-built xFP&A report template in Solver designed for higher education organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for higher education finance workflows.

Who uses this Solver report template? Finance leaders at higher education organizations — including CFOs, controllers, and higher education finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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