Nonprofit – Grants Overview

What is a Grants Overview Report? Grant reports are considered valuable management tools and are often used by financial- , planning- and grant managers to better manage grants and the programs they support. Some of the key functionality in this type of report is that it shows granted, encumbered and balance amounts per program, grant and grantee. The report can be run for any month and with various filters. The chart on the top of the report displays the totals graphically. Users can drill down on any amount to see the underlying transaction detail. You find an example of this type of report below.

Purpose of Grants Overview Reports with Encumbrance and Balance Information Nonprofits use Grants Overview Reports with Encumbrance and Balance Information to easily monitor grant balances and the programs they fund. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its analysis and planning as it related to grants and programs as well as reduce the chances of any surprises with over- or underspending.

Who Uses This Type of Report? The typical users of this type of report are: Finance teams, grant- and program managers. Other Reports Often Used in Conjunction with Grants Overview Reports with Encumbrance and Balance Information Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Grants Overview Reports with Encumbrance and Balance Information, along with financial statements, budget models, grants dashboards and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from 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 nonprofit 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 Nonprofit – Grants Overview in Solver? The Nonprofit – Grants Overview is a pre-built xFP&A report template in Solver designed for nonprofit organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for nonprofit finance workflows.

Who uses this Solver report template? Cfos, controllers, and nonprofit finance teams in nonprofit organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

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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