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The Grant Compliance report page generates a per-fund compliance view comparing budgeted amounts against actuals for a selected period. It is accessible at route /fa/reports/grant-compliance.

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Overview

The page filters by fiscal period and fund/grant, then loads data via useGrantCompliance. When both filters are set, the GrantComplianceReport component renders the compliance data. A Save Report action is available via useSaveReportDefinition, and a ReportExportButtons component provides export and save options. An alert is shown if no fund is selected, prompting the user to choose one before data loads. Primary hooks: useGrantCompliance, useFiscalPeriods, useFunds, useReportFilters, useSaveReportDefinition

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • At least one active fund/grant must exist in the system.
  • At least one fiscal period must be configured.

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Steps

  1. Navigate to /fa/reports/grant-compliance.
  2. In the Filters card, select a Fiscal Period and a Fund/Grant.
  3. The report loads automatically once both filters are set.
  4. Use ReportExportButtons to export the report or save the filter configuration for later reuse.
  5. Click Back to Reports (top left) to return to the reports list.

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Key concepts

  • Grant Compliance Report: A filtered view comparing budgeted amounts to actual spending for a specific fund. Requires both periodId and fundId filter values to render data.
  • Save Report Definition: Stores the current filter configuration (period, fund) for quick re-run. The saved definition is associated with the current organization.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/GrantCompliancePage.tsx
  • src/cores/fa/hooks/useGrantCompliance.ts
  • src/cores/fa/hooks/useReportFilters.ts
  • src/cores/fa/components/GrantComplianceReport.tsx