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Nonprofit Essentials - Program Status Summary
The Program Status Summary in Solver is a pre-built xFP&A report template for the nonprofit industry. Designed for nonprofit organizations, it lists every program ending by a selected date, with program type, start and end dates, obligation amount, amount spent, remaining amount, and burn rate. An end date parameter lets users focus on programs that are about to close.
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 groups programs by type, such as Youth and Education Programs, Health and Wellness Programs, and Social Services and Community Support, and highlights programs that are overspent or under-utilized. It supports program close-out planning, grant compliance monitoring, and funder reporting.
What is the Program Status Summary in Solver?
The Program Status Summary is a pre-built xFP&A report in Solver designed for nonprofit organizations. It delivers a program-level view of obligations, spending, remaining funds, and burn rate for programs ending by a chosen date.
Who uses this Solver template?
This report is used by program managers, grant administrators, and finance teams at nonprofit organizations who need to monitor how program funds are being used over the program lifecycle. It is particularly valuable for nonprofits managing multi-year commitments.
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.