Exports and file formats
Every file you can download from GrantFlex, what's in it, and the files GrantFlex accepts. Downloading never sends anything to a funder.
- 5 min
- Every plan
Research reports
Open a report's Full report tab and select Download. From any view of a report, More report actions also has Download report for the PDF.
| Download | Format | What's in it |
|---|---|---|
| Full report (PDF) | The whole report, as it reads on the Full report tab. | |
| Full report (Word) | Word (.docx) | The same report, to edit. |
| Opening summary (Word) | Word (.docx) | Only Start here, the summary at the top of the report, for a board or a colleague. |
| Roadmap (PDF) | The report's action plan as dated steps. It's listed when the report suggests steps. | |
| Roadmap (Word) | Word (.docx) | The same steps, to edit before you share them. |
| Print view | Opens your browser's print dialog for the report. | |
| Copy summary | Clipboard | The opening summary with its headings and tables, to paste into an email or a document. |
Plans
Proposals
In the app:Pipeline, then Proposal, then Package
| Download | Format | What's in it |
|---|---|---|
| Proposal | Word (.docx) | A title page, every response in the funder's order with its formatting, the budget summary and the list of attachments. |
| Full package | ZIP | The Word proposal, the budget workbook, every attached document and signed letter, and a README naming anything left out. |
| Budget | Excel (.xlsx) | The budget lines with totals by source. It needs at least one budget line. |
| CSV | CSV | The same budget lines for any other tool, beside Download (Excel) on the Budget tab. |
| Print or PDF | Print view | A clean copy in a new tab. Save it as a PDF from your browser's print dialog. |
| Plain text (.txt) | Text | Every response and the budget narrative as plain text. |
| Copy your responses | Clipboard | One section at a time as plain text, to paste into the funder's portal. |
The proposal's More actions menu also has Download proposal (Word) and Print or save as PDF. On a funding record, Preview materials lays out every piece of its checklist with a Print button.
GrantFlex never submits for you
Documents, Insights and your data
| Download | Format | What's in it |
|---|---|---|
| Download original | The file as uploaded | One document, from its page under Documents. |
| Download pack (ZIP) | ZIP | Every current document in your applicant file, with a README of what's missing. It holds up to 200 MB. |
| Board report | PDF or Word (.docx) | One period's Insights figures, titled Grants report, with your board summary if you wrote one. The PDF is to share or print, and the Word document to edit before the meeting. Each table lists up to 20 rows and says how many more are in GrantFlex. |
| Export all data | ZIP | Every record as JSON, one file for each kind of record, plus your original documents and a README. It's in Settings, under Data controls, for owners and admins. |
In the data export, amounts are in cents and whole-day dates are written as YYYY-MM-DD. Documents too large to include, or that can't be read, are listed in the README so you can download them from Documents.
Calendar
Select Subscribe on the calendar. Both options cover dates from the past 90 days through the next 18 months.
- Create a private calendar link gives you a link to subscribe to in Google Calendar, Outlook or Apple Calendar. It updates on its own as dates change, on your calendar app's schedule. Anyone with the link can see the titles and dates, so keep it private.
- Download a one-time copy (.ics) saves the dates as they are now in one file. It doesn't update.
Files you bring in
- Documents: .pdf, .docx, .xlsx, .csv, .txt, .png, .jpg and .jpeg, up to 50 MB each and 20 at a time. Scans need AI to read their text.
- Spreadsheet import: a .xlsx or .csv file under 1 MB. In an Excel file, GrantFlex reads the first sheet. Download a template gives you a CSV file to start from.
Agency branding
When a workspace is linked to an agency that shows its branding, the board report, the proposal's Word file and the READMEs in the full package and the applicant file pack carry a Prepared by line with the agency's name and website, and its footer line. The board report and the Word file also show its logo.