Solver Marketplace

Explore based on functionality (reports, planning, and dashboard templates), or use the search function to filter by integration, industry, or to find a template that fits your specific needs. Save templates to your favorites list and use the "Share Favorites" link to share the list with others. 

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Marketplace: View all Marketplace reports, forms, and templates.

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FUNCTIONALITY
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industries

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Reports

Nonprofit Essentials - Actual Revenue & Expenses

The Actual Revenue & Expenses in Solver is a pre-built xFP&A report template for the nonprofit industry. Designed for nonprofit organizations, it provides a month-by-month view of approved actual revenue and expenses for the year, with a year-to-date total. Revenue is grouped into Contributions, Grants, and Programs and Other Income, and expenses roll up by natural category from Personnel through Indirect Costs.

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Reports

Nonprofit Essentials - Initiative Budget vs Actual

The Initiative Budget vs Actual in Solver is a pre-built xFP&A report for the nonprofit industry. Designed for nonprofit organizations, it compares approved budget to year-to-date actuals for each initiative side by side, showing the remaining balance and a burn rate for every initiative. Revenue and expenses are broken out by account, with expandable expense categories.

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Reports

Nonprofit Essentials - Restricted & Unrestricted Approved Budget with Actual

The Restricted & Unrestricted Approved Budget with Actual in Solver is a pre-built xFP&A report for the nonprofit industry. Designed for nonprofit organizations, it separates revenue and expenses into restricted, unrestricted, and total columns, showing prior-year budget, projected actual, and current-year budget for each, along with dollar and percentage variance. Expenses are organized by program and grouped by program area.

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Reports

Nonprofit Essentials - Budget Summary Report by Program

The Budget Summary Report by Program in Solver is a pre-built xFP&A report template for the nonprofit industry. Designed for nonprofit organizations, it summarizes the budget for every program side by side, with programs across the columns and expense categories and accounts down the rows. A budget scenario and budget year are shown in the header, and every program ends in a Total Expenses figure.

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Reports

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.

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Reports

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.

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