Grantee
Sees only their own reports.
- Pages
- Home, My reports, My disbursements, Deadlines, Grant documents, Reporting guide
- Can start
- New report
My reports
Grant reporting portal for grantees & funders
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 checks off every report as it lands.
Pattern: TrackingDescribe 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
Grantee reports that arrive on time
After the award comes the long part: milestone reports, receipts, evidence and disbursements, spread over months. Pory gives each grantee a page with what's due and when, a form to file each report with its files attached, and the status of their next disbursement, and sends reminders before a report is due.
- 1.ReportGrantees file each milestone report through a form and attach receipts and evidence to it.
- 2.TrackYour team sees every grantee's reporting deadlines as a checklist and what has arrived against each grant.
- 3.DisburseGrantees see the status of each disbursement on their own page, so they know what's been released.
In plain English
How Pory sets it up
Pory gives every grantee and grants manager a sign-in of their own. Each grantee sees only their own reports. It covers milestone reports & disbursements. Reports, disbursements, reporting deadlines, grant documents and team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
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
The grants manager checks 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 checks 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
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
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
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
Who sees what in a grantee reporting portal
Every person signs in to their own view. This is what each role in the demo gets.
Grants manager
Sees every report in the portal.
- Pages
- Home, Reporting deadlines, Reports, Disbursements, Grant documents
- Can start
- Share a document
What’s in the grantee reporting portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Reports
- Report (text)
- Milestone (text)
- Grantee (link)
- Receipts & evidence (file)
- Period (choice: Q2 2026, Q3 2026, Q4 2026, Final)
- Status (choice: Submitted, In review, Accepted)
- What happened (long text)
- Submitted (date)
Disbursements
- Tranche (text)
- Amount ($) (number)
- Expected release (date)
- Grantee (link)
- Status (choice: Awaiting report, Report accepted, Released, On hold)
Reporting deadlines
- Report due (text)
- Grantee (link)
- Due date (date)
- Filed (yes/no)
- Report or receipts (file)
Grant documents
- Document (text)
- Kind (choice: Agreement, Letter, Template)
- Shared on (date)
- File (file)
- Grantee (link)
Team
- Name (text)
- Role (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
2 partsForms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
File attachments
Upload and view files on the record they belong to, not in a folder named FINAL v2.
Decide
3 partsStatus tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Checklists
A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.
Reminders by date
Renewals, expiries and overdue work, in an in-app inbox and by email.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
Grantee reporting software collects milestone reports and evidence from grant recipients, tracks deadlines and shows each grantee where their disbursements stand. Pory builds it as a portal from a description of your grants, with a sign-in for each grantee and a flat price however many grants you fund.
Yes. Reminders go out by date, in the portal's inbox and optionally by email, so a grantee hears about a report before it's late rather than after.
No. Pory tracks each disbursement and its status; the money moves through your bank or payment tools. Pory doesn't take or send payments.
A grantee signs in with a link sent to their email and lands on Home. They see Home, My reports, My disbursements, Deadlines, Grant documents and Reporting guide, and only the reports that are theirs. From there they can use “New report”.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
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