1. NGO + Donor + Project Mgmt
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read funding amounts, receipt evidence and decision outcomes from linked records.

Overview
NGO + Donor + Project Mgmt · Overview

NGO + Donor + Project Mgmt dashboard

This quarter

Restricted allocations in view
6
Total allocated usd
970
Submitted
6

Funding cases by status

How far records got this quarter

StageReachedStep
Draft34
Submitted721%
Review229%
Awarded150%

Requested amount USD by status

Sample totals per stage

2.0k0
-6000Draft
-2000Submitted
-5000Review
-6000Awarded
2.0kActive
Example screen with sample data

Questions to answer

Requested and Awarded Funding List

Which requests have an award amount, and how does it compare with the request?

Confirmed Receipts by Case Grouped

Which cases have provider-backed receipt events?

Restricted Allocation Balance Grouped

How much of each case's eligible receipt amount is assigned to restricted use?

Case Review History Grouped

Who decided each case revision and why?

Operation Outcomes List

Which operations failed or need another review?

Funding Due Dates List

Which owned cases are approaching their due date?

More reports

Program Funding Grouped

Group awarded cases by their linked program.

Case Evidence Register Grouped

Group attachments by case, visibility, evidence type and uploader.

Set up NGO + Donor + Project Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started