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.

Grants Overview Reports with Encumbrance and Balance Information Example

Here is an example of a Grants Summary Report with Encumbrance and Balance information.

Example of Grants Overview Report for Nonprofits - with Encumbrance and Balance

Example of Grants Overview Report for Nonprofits

You can find hundreds of additional examples here

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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples