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Prepare a board report

Turn what you've recorded in Pipeline into a report for your board. Choose the period on Insights, check the figures, write a short board summary, and download the report as a PDF or Word file.

  • 10 min
  • Every plan
  • Uses 1 AI action

Screens from October 2026

Before you start

Check first

The report shows only what's recorded in GrantFlex. Record any missing submissions, awards and declines first. See Change stage and record decisions.

Prepare the report

  1. Choose the period

    Open Insights and choose the period with the switch beside the title, such as This year or Last 12 months. The board report uses the same period and figures.

    Insights for this fiscal year: the period switch and Board report menu, the Secured, Open pipeline, Weighted forecast and Win rate figures, the open pipeline by stage and the rail.
    Example workspace · fictional data

  2. Check the figures

    Read Secured, Open pipeline, Weighted forecast and Win rate. If one looks wrong, correct the funding record it comes from.

    The four key figures: money secured this fiscal year, the open pipeline with one ask missing an amount, the weighted forecast and a win rate marked Early read.
    Example workspace · fictional data

  3. Write the board summary

    On the Board summary card, select Write it myself for up to 3,000 characters, or Draft with AI. AI drafts one or two short paragraphs from the period's counts and dollar totals only, and each draft uses one AI action.

    Read and edit the summary before you share it.

    The Board summary card before a summary exists, with Draft with AI and Write it myself.
    Example workspace · fictional data

  4. Download the report

    Select Board report, then PDF to share or print, or Word document to edit before the meeting. The menu says whether your summary is included.

    The Board report menu open: PDF to share or print, Word document to edit before the meeting, and a note to add a board summary on the page to include it.
    Example workspace · fictional data

Check first

The summary isn't saved in GrantFlex. It stays in this browser tab until you close it, so download the report before you leave the page.

For what each section of the report holds, see Board summary and board report.

What you get

A board report named with your organization and the date. It holds your summary, the key figures, the open pipeline by stage, awards secured, requests waiting on a decision, what's coming up and any declines.

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