Grant Portfolio
Reports and CSV exports
Pipeline summaries, funding totals, upcoming deadlines, and a downloadable CSV.
Reports gives a Pro-tier snapshot of your pipeline: how many grants sit in each stage, total funding in play, amounts awarded, and deadlines coming up.
The 'Why you won and lost' section pulls in the notes you recorded when moving cards to Awarded or Rejected.
Export everything as a CSV to share with your board, finance team, or funders. The export includes stage, amounts, deadlines, win/loss notes, and archived status.