Grant Position - Inception to Date

This report focuses specifically on grants received and Here's how this report can be valuable for a non-profit:

Tracking Grant History

• This report provides a comprehensive record of all grants ever awarded to the organization. This historical perspective allows them to track funding trends, identify major donors or granting agencies, and analyze the types of projects typically funded.

Grant Management and Reporting:

It can be used to manage ongoing grants by listing details like:

• Grantor Name: Who provided the funding.
• Award Amount: The total amount of funding received.
• Revenue: The portion of the grant funds that have been officially recognized as income, based on the organization's accounting policies.
• Remaining Draw: The portion of the grant that is still available to be requested or drawn down from the grantor.
• Expenditures: The total amount spent from the grant funds on eligible project costs.
• Remaining Spend: The balance of funds that can still be allocated and used before the grant period ends.
• Grant Period: The timeframe during which the grant funds can be used.
• Project Status: Whether the grant is active, completed, or terminated.

Having this information readily available ensures the non-profit meets reporting deadlines and adheres to the terms and conditions set by each grant.

Strategic Planning and Future Grant Applications:

• By analyzing past grant awards, the non-profit can identify areas where they have been successful in securing funding. This informs future grant proposals by allowing them to tailor applications to programs that align with their mission and past successes.

Demonstrating Expertise and Track Record:

• When applying for new grants, a well-maintained "Grant Positions - Inception to Date" report can be included in the proposal package. This demonstrates to potential funders the non-profit's experience in managing grants, their funding history, and the impact they've achieved through past grants.

In essence, the "Grant Positions - Inception to Date" report serves as an internal record-keeping tool and a valuable resource for future grant applications and strategic planning for a non-profit organization.

Mapping and Filtering

Mapping

The following mapping needs to be changed accordingly in the "Mapping" Sheet of each reports

Report Section	Account Group
Grantor GL - Income & Expense	1555
Grantor GL - Income	1562
Grantor GL - Expense	1556

Filtering

Selection Page:

• Company (Tenant ID)
• Year
• Month
• Parent Fund
• Fund
• Book
• Department
• Projects