Fund Reports
The Reports tab gives you a complete analytical view of your grant portfolio. See financial summaries, visualise geographic distribution, and export data for your records — all in one place.
Accessing Fund Reports
Go to your fund
Click Manage & Monitor in the top right
Select the Reports tab
Summary Cards
At the top of the page, four cards show your key financial metrics:
Card | What it shows |
Total Awarded | Sum of all grant amounts awarded (based on your filters) |
Total Disbursed | How much has actually been paid out to grantees |
Outstanding | Amount awarded but not yet paid (Awarded minus Disbursed) |
Average Grant | Average grant size across your filtered grants |
These numbers update automatically as you apply filters.
Filtering Your Data
Click Filters to expand the filtering options. Active filters appear as removable tags below.
Date Range
Filter grants by a specific time period. Quick presets include:
Last 7 Days
Last 30 Days
This Quarter
Last Quarter
This Year
Last Year
Or select custom start and end dates.
Date Type
Choose which date to filter by:
Award Date — When the grant was approved (default)
Application Date — When the application was submitted
Start Date — When the project begins
End Date — When the project ends
Status
Filter by grant status. You can select multiple statuses. By default, only "approved" grants are shown.
Application Responses
Filter by how applicants answered your form questions. Only structured questions (multiple choice, dropdown, checkbox) are available as filters.
For example, filter to show only grants to "Registered Charities" or projects tagged as "Youth Services".
Clearing Filters
Click Clear All to reset to defaults, or click the X on individual filter tags to remove them one by one.
Group By
Choose how to group your data in the charts:
Time-Based Grouping
Month — Group by calendar month (e.g., 2024-01, 2024-02)
Quarter — Group by quarter (e.g., 2024-Q1, 2024-Q2)
Year — Group by year
Other Groupings
Individual Grant — Show each grant separately
Geography (Postcode) — Group by postcode area
Application Form Fields
Group by answers to your application form questions. For example, group by "Organisation Type" or "Project Theme" to see how grants are distributed across categories.
Three Ways to View Your Data
Charts View
Two side-by-side bar charts:
Grant Count by Group — How many grants in each group
Grant Amount by Group — Total funding in each group
These charts update based on your selected grouping. Hover over bars to see exact values.
Map View
See where your grants went geographically.
Points Mode:
Shows a marker for each grant location
Click markers to see grant details
Zoom and pan to explore
Heatmap Mode:
Shows colour-coded regions based on grant concentration
Toggle between Local Authority District (LAD) and Ward level
Switch between counting grants (#) or total amount (£)
Filter by status: Funded, In Progress, or All Applications
Table View
A detailed table of all grants matching your filters:
Column | Description |
Recipient | Name of the grant recipient |
Amount Awarded | Grant amount (sortable) |
Amount Disbursed | Amount paid so far (sortable) |
Outstanding | Amount still to be paid (sortable) |
Status | Current grant status (filterable) |
Date Awarded | When the grant was approved (sortable) |
Click column headers to sort. The table paginates automatically for large datasets.
Exporting Data
In the Table view, click Export CSV to download your filtered grant data.
The export includes all grants matching your current filters with all columns. The file is named after your fund (e.g., "Regional-Grants-25-26-reports.csv").
Use this for:
Finance reconciliation
Board reports
External reporting requirements
Data analysis in Excel or other tools
Common Use Cases
End of year review
Set date type to "Award Date", select "This Year", group by Quarter to see how your funding activity varied through the year.
Geographic analysis
Use the Map view with heatmap mode to identify areas with high or low grant concentration. Switch to LAD or Ward level for different granularity.
Portfolio composition
Group by an application form field like "Organisation Type" or "Project Theme" to see how your funding is distributed across categories.
Outstanding payments
Look at the Table view, sort by "Outstanding" to see which grants have the most remaining to be paid.
Frequently Asked Questions
Why do the summary cards show different numbers than I expected?
The cards reflect your current filters. Check that your status filter includes all the statuses you want to count.
Can I save a filtered view?
Not currently. Note down your filter settings if you need to recreate a specific view.
Why are some grants missing from the map?
Grants without valid postcodes won't appear on the map. Check that postcode data was collected in applications.
What's the difference between LAD and Ward in the heatmap?
LAD (Local Authority District) shows larger administrative areas. Ward shows smaller electoral divisions within those areas. Use LAD for a broader view, Ward for more detail.
Can I filter by multiple statuses?
Yes. Click the Status dropdown and select all the statuses you want to include.