Grantee reporting portal

A grantee reporting portal is where grantees file milestone reports with receipts and evidence attached, get reminded before each report is due, and see the status of their disbursements, while the grants team ticks off every report as it lands.

Pattern: Tracking

Describe it to Pory

“We're a foundation with 30 grantees. They file a report at each milestone with receipts attached, and we release each disbursement once the report is in.”

Viewing as

My reports

My reports

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In plain English

What is a grantee reporting portal?

A grantee reporting portal is where grantees file milestone reports with receipts and evidence attached, get reminded before each report is due, and see the status of their disbursements, while the grants team ticks off every report as it lands. It follows the Tracking pattern: a person's or asset's history, built up over time. Pory generates it from a plain-English description, with a login for each role (grantee and grants manager) that shows only what that role should see, and flat pricing with unlimited grantees.

What it does

01

Grantees file each milestone report in a form, receipts attached

Milestone reports used to arrive as Word files of every length, and the receipts came separately, if at all. In Pory a grantee names the milestone, picks the reporting period, writes what happened and attaches the evidence to the same report. The grants manager stops stitching emails and scans together the night before a board meeting.

Forms to submit a recordDone by: Grantee
02

The grants manager ticks off each grantee's reports as they land

Knowing who owed a report meant cross-checking grant agreements against a spreadsheet of due dates. Every report each grantee owes sits on one checklist with its due date, and the grants manager ticks it off the day it's filed. Anything still open past its date is plain to see, and nobody rebuilds the list each quarter.

ChecklistsDone by: Grants manager
03

Grantees see which tranche is released and which waits on a report

Grantees used to email finance to ask when the next tranche was coming, and finance forwarded it to the grants team. Each grantee signs in and sees only their own disbursements, each with its expected date and where it stands: awaiting report, report accepted, released or on hold. The grants team stops being a relay between grantees and finance.

Status tracker for the submitterDone by: Grantee
04

Receipts and photos travel with the report they prove

Evidence used to be a zip file of scanned receipts named IMG_4471 to IMG_4520. In Pory a grantee attaches receipts, photos and attendance sheets to the milestone report itself, and they stay with it. When the board asks what a tranche paid for, the answer is on the report, not in someone's downloads folder.

File attachmentsDone by: Grantee
05

Grantees get a reminder before each report falls due

Late reports used to be discovered when a disbursement was already held up. Each deadline carries a due date, and the grantee gets a reminder in their portal inbox and by email before it arrives, naming the report and the date. The grants manager stops sending polite "just a nudge" emails to thirty grantees.

Notifications & remindersDone by: Grantee

The parts every portal is built from

Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.

Collect

Forms

Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Public pages

An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.

Self sign-up

People create their own account and land in the role you chose for them.

File attachments

Upload and view files on the record they belong to — not in a folder named FINAL v2.

Decide

Approve / reject with a reason

Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Status tracker

“Where's my request?” answered as a progress bar on the submitter's own page.

Board by status

Cards in columns. Drag a record to move it along.

Checklists

Task lists ticked off per record, with progress — onboarding runs, inspections, opening duties.

Assign to a person

Name who a record is for and it lands on their list, and nobody else's.

Notes & scores

A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.

Reminders by date

Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

Tables

Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.

People directory

Portraits, names, and roles from a table, shown only to the roles allowed to see them.

Calendar

Records on a month or week view, by date.

Gallery & image grid

Records as cards or photos.

Record pop-up & linked records

A shareable pop-up with a record's details and what's linked to it. Edit, change status, or add a linked record from there.

Notices & info pages

Check-in details, benefits, updates — a page for a role to read.

Counts, totals & averages

Live figures over the rows a viewer is allowed to read.

Control

Role & row access

Own, assigned, managed, and team rows; hidden fields per role. Generated from your description, not configured field by field.

No-Password Doors

A sign-in link by email, by default. Password sign-in if you'd rather.

Your brand

Your domain, your colours, your logo. Members see you.

On purpose

Four things Pory won’t do

A portal runs a program, a service, or a process. These jobs belong to tools built for them, and Pory keeps the records around them instead.

Take payments

Pory tracks who owes what and who has paid. It doesn't collect the money — keep your payment tool for that.

Book time slots

Availability, capacity, time zones, and reschedules are a whole product. Pory holds what happens after the booking.

Host the conversation

No feeds, threads, likes, or polls. A note on a record, yes; a forum, no. Where members talk is another tool's job.

Plan routes

Pory keeps the service record, not the map.

Frequently asked questions

Your grantee reporting portal, live today.

Describe it in a sentence and send the invite. Unlimited grantees, flat price.