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Nonprofit Essentials - Grant Transaction Detail
The Grant Transaction Detail in Solver is a pre-built xFP&A report template for the nonprofit industry. Designed for nonprofit organizations, it provides line-level detail for each grant record, including grant ID, description, grant manager, award date, restriction, compliance status, start and end dates, status, amount awarded, amount spent, and amount remaining.
NOTE: This template is included as part of the Nonprofit Essentials.
Built for nonprofit organizations, this Solver report connects to your accounting data via the Solver Data Warehouse, delivering near real-time reporting without manual spreadsheets. In addition, it lets grant teams filter and review grants by status, such as Active, Pending, Expired, or Completed, and by compliance status, such as Compliant, Under Review, or Pending Documentation. It supports grant compliance reviews, funder audits, and award-to-spend reconciliation.
What is the Grant Transaction Detail in Solver?
The Grant Transaction Detail is a pre-built xFP&A report in Solver designed for nonprofit organizations. It delivers transaction-level grant detail including awards, restrictions, compliance status, and funds spent and remaining.
Who uses this Solver template?
This report is used by grant managers, development teams, and compliance officers at nonprofit organizations who need to audit and track individual grant awards. It is particularly valuable for nonprofits managing a large portfolio of restricted and partially restricted grants.
Where does the data come from?
Data is sourced automatically from your general ledger, grant management, and ERP systems 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.